Client Services Representative

• May 2023 - Present

Personal Lines Account Manager

• Jul 2021 - May 2023

Underwriter

• Aug 2015 - Dec 2020

Successfully managed a profitable book of business by means of thorough risk analysis, pricing, and servicing. Developed and maintained valuable relationships with brokers and clients nationwide. • Worked closely with company President in developing business plans and objectives. • Responsible for educating brokers and their clients on current state policy rules, regulations, and requirements. • Led and informed fellow team members on all activities, developments, and tools… Show more Successfully managed a profitable book of business by means of thorough risk analysis, pricing, and servicing. Developed and maintained valuable relationships with brokers and clients nationwide. • Worked closely with company President in developing business plans and objectives. • Responsible for educating brokers and their clients on current state policy rules, regulations, and requirements. • Led and informed fellow team members on all activities, developments, and tools carried out to meet business plans and objectives. • Succeeded in achieving both personal and company goals. Show less Successfully managed a profitable book of business by means of thorough risk analysis, pricing, and servicing. Developed and maintained valuable relationships with brokers and clients nationwide. • Worked closely with company President in developing business plans and objectives. • Responsible for educating brokers and their clients on current state policy rules, regulations, and requirements. • Led and informed fellow team members on all activities, developments, and tools… Show more Successfully managed a profitable book of business by means of thorough risk analysis, pricing, and servicing. Developed and maintained valuable relationships with brokers and clients nationwide. • Worked closely with company President in developing business plans and objectives. • Responsible for educating brokers and their clients on current state policy rules, regulations, and requirements. • Led and informed fellow team members on all activities, developments, and tools carried out to meet business plans and objectives. • Succeeded in achieving both personal and company goals. Show less

Regional Sales Associate and CSS

• Feb 2008 - Aug 2015

Educated and experienced in multiple departments of the banking industry. Worked directly with the Regional Sales Manager to organize and deliver strategies and objectives to all departments. • Coordinated the workflow of customer service and sales departments by maintaining open communication with all organizational levels. • Developed and implemented a project management system for documenting and tracking sales activities. • Directly advised and educated clients on various… Show more Educated and experienced in multiple departments of the banking industry. Worked directly with the Regional Sales Manager to organize and deliver strategies and objectives to all departments. • Coordinated the workflow of customer service and sales departments by maintaining open communication with all organizational levels. • Developed and implemented a project management system for documenting and tracking sales activities. • Directly advised and educated clients on various accounts, rates, and product options for their financial benefit. • Executed a wide variety of facets involving business expo events, public relations, customer communications, media advertisements, promotions, and marketing strategies. Show less Educated and experienced in multiple departments of the banking industry. Worked directly with the Regional Sales Manager to organize and deliver strategies and objectives to all departments. • Coordinated the workflow of customer service and sales departments by maintaining open communication with all organizational levels. • Developed and implemented a project management system for documenting and tracking sales activities. • Directly advised and educated clients on various… Show more Educated and experienced in multiple departments of the banking industry. Worked directly with the Regional Sales Manager to organize and deliver strategies and objectives to all departments. • Coordinated the workflow of customer service and sales departments by maintaining open communication with all organizational levels. • Developed and implemented a project management system for documenting and tracking sales activities. • Directly advised and educated clients on various accounts, rates, and product options for their financial benefit. • Executed a wide variety of facets involving business expo events, public relations, customer communications, media advertisements, promotions, and marketing strategies. Show less