Customer Service Manager

Carol Leichner

*** ******** ****, **** **

Winsted, CT 06098

860-***-**** *************@*****.***

INSURANCE ACCOUNT MANAGER

LICENSED INSURANCE PROFESSIONAL

P&C and Life and Health License

AAI, CISR Designations

More than 21 years’ successful experience working in three different

•

Profile

insurance agencies. Experienced in insurance underwriting, quoting, issuing

and customer service and support with recognized strengths in account

maintenance and account rounding. Problem solving and trouble shooting,

and planning and implementing proactive procedures and systems to avoid

problems in the first place.

1. Possess solid insurance knowledge.

2. Excellent working knowledge using AMS 360, Set Write and

company proprietary systems.

3. A team player

4. Develop plan, conduct coverage audits and analyses, process payroll

and payroll tax reports and filings, and maintain/update accurate

inventories.

5. Complete Office Management capability

6. Office Manager for Regional Insurance Office payroll, coordinated

and set up twice annual sales meetings for 120 employees and guests

including finding hotels, menu planning, putting together awards and

gift packages, and planning the fun activities for the weekend.

7. Weekly company bulletin

8. Sales tracking reports and review

Worked diligently to increase customer retention by problem solving.

•

Synopsis of Achievements

1. Attended company sponsored product development seminars

2. Proactive planning

3. Worked to acheive customer satisfaction, drastically reducing

potential problems.

Employment Licensed Insurance Account 4/2006 8/2011

Manager

Office Manager

1. New organic growth

insurance agency with

donation model agency was

set up to help local

communities through non

profit donation system

1. Supported Producer in

opening new accounts,

retaining and upgrading

existing service once

insurance was written.

2. Quickly and effectively

solved customer challenges

customer base comprised of

a wide range of clients and

coverage packages, ranging

from high value homes to

snowmobiles .

3. Maintained quality

control/customer satisfaction

records, constantly seeking

new ways to improve

customer service.

4. Ran office, and accounting

procedures for Suplus Lines

Business

5. All aspects of insurance

business processing and

account management from

start to finish

1998 2005

Previous Raynard and Peirce Insurance,

1990 1998

Canaan, CT

Employment

Combined Insurance Company of

America Avon, CT

Saint Joseph College, West Hartford, 2000

Education

CT

Liberal Arts: Psychology, Social

Work

References Furnished Upon Request

Contact this candidate