Insurance Account Manager
Resume:
Maria Gilda Lee *** Lyons Place NE Renton, WA. ***59
ac0ogz@r.postjobfree.com
Summary of Qualifications
Handled a large book of business with an alpha split. The bulk of the business are located in Washington and Oregon however with the ability to write new business, serve and maintain clients nationwide. Well capable of multi-tasking and producing results in a high-paced team environment. Has a proven track record of 10 years of experience as a Licensed Insurance Agent with 18 years of Customer Service in a result oriented and highly competitive environment. Possesses a very personable demeanor with a strong ability to create a connection with customers.
Professional Experience
Personal Lines Account Manager December 2014 – April 2017
Bell-Anderson Agency, Inc. – Renton, WA
Process applications for new business, cross-sell or upsell of current book of business. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to conform to insured party's specifications, compiling data on lapsed insurance policies to determine automatic reinstatement according to company policies, canceling insurance policies as requested by the client, and verifying the accuracy of insurance company records.
Review monthly reports for any direct bill manual renewals and agency bill policies.
Process manual invoicing for our “agency bill” Surplus Lines Companies.
Capable of writing Assurant Flood, Arrowhead Earthquake and DIC policies.
Meet with marketing representatives from Chubb, Pure, MetLife, Safeco, Enumclaw, Hagerty and Progressive. Non-Preferred companies such as RPS, Griffin and Superior.
Customer Retention & Inside Sales Agent November 2006 – April 2014
AAA Washington Agency - Bellevue, WA
Served as a customer retention agent, inside sales and customer service for AAA of Washington insurance division, serving over a million members for Washington and Idaho State.
Consistently manages an individual outbound and inbound call volume of up to 30-50 calls per day while multi-tasking within ten or more computer systems.
Extensive P&C insurance knowledge in standard and preferred auto, home, umbrella liability, specialty RV, boat, motorcycle, and classic auto
Strong ability to assess needs and cross-sell additional products to current customer base in either inbound service or outbound sales environments
Maintains monthly remarket, membership sales with new business target goals required of all representatives
Handles complex service issues: billing, policy endorsements and coverage questions
Keen ability to professionally diffuse difficult callers
Promoted from Customer Service Rep (8 months) to Inside Agent in (4 months) and later changed to Retention Agent.
Processes insurance quote proposal requests and uploads new business.
Work with several different carriers such as MetLife, Safeco, Mutual of Enumclaw, MAPFRE/Commerce West, Travelers, Progressive and Kemper
Skills
MS XP Synergy
MS Word Zillow, Redfin & County Websites
MS Excel RCE, MSB, 360 Evaluation
Outlook/Lotus Notes WSRB
Sagitta Verfifore
Applied/Tam Instant Messaging
AMS 360 DocuSign
Epic Rightsignature
Windows ImageRight
IBQ Worksmart
Education
West Seattle High School – Graduate, Bellevue College – Some College
Pro-Schools - State of Washington approved licensing school (P&C)
State of Washington and Idaho Agent Licensed
Seminars on - Time Management, Leadership Skills, Presentation Skills, Stress
Management, Diversity Training, and How to Manage Difficult People
*Reference Available Upon Request
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