Experience

McSweeney & Ricci Insurance Agency, Inc. | Braintree, Marshfield

• United States
• Insurance
• 1 - 100 Employee

• Personal lines account manager

  • May 2017 - Present

  work from home Research and review renewal policies looking for errors, omissions and incorrect details or data on all forms of personal lines policies. Upsell and cross sell opportunities included. review limits, coverage, insureds as household members, cross checking back up data. Contacting clients for updated info, endorsing policies to correct. Fine tune data collection process and set up for automatic requests at renewals for info that needs annual updating. Full knowledge or all personal lines… Show more Research and review renewal policies looking for errors, omissions and incorrect details or data on all forms of personal lines policies. Upsell and cross sell opportunities included. review limits, coverage, insureds as household members, cross checking back up data. Contacting clients for updated info, endorsing policies to correct. Fine tune data collection process and set up for automatic requests at renewals for info that needs annual updating. Full knowledge or all personal lines policies and wonderful customer service make my customers happy to hear from me and want to call for insurance advice. Sales of new policies and rounding accounts come naturally with my attention to detail Show less



C E Conary Insurance Agency Inc

• Vice President of operations

  • Apr 1982 - Jul 2010

  Reponsible for all facets of agency management, from sales and marketing to customer service.