Account Manager

Kelli L. Adams

***********@*****.*** 425-***-****

Summary

Focused and dedicated insurance professional motivated to provide superior customer service and sales support. Recognized strengths in account management, problem solving and trouble shooting. Highly motivated self-starter with the ability to learn new skills quickly. Experience in a fast-paced professional atmosphere.

EXPERIENCE

ALLSTATE INSURANCE COMPANY, Bothell, WA

Regional Marketing Coordinator Voluntary Employee Benefits, 2003 - 2014

Coordinated service and support with Underwriting, Billing and Claims departments.

Provided customer service to brokers and clients by effectively and swiftly resolving customer challenges.

Supported regional personnel in the sale and implementation of new accounts and assured accuracy of submitted business.

Exceeded annual re- enrollment goal achieving 106.6%.

Coached Brokers on re-engaging accounts promoting products and services.

Supported the proposal process by providing responses, managing production and submission.

Shared marketing ideas with brokers and sales team for better participation in enrollments.

Senior Administrative Assistant Property & Casualty, 2001-2003

Administrative support to the Property and Casualty Territory Manager for Seattle-Metro area and Alaska.

Coordinated department meetings, leadership travel itineraries, event planning and preparation of monthly expense reports.

Designed communication for sales staff utilizing reporting and compliance requirements.

Office Support Manager, 1999-2001

Directed day-to-day office operations, providing fundamental support to the agency manager.

Managed finance processes and reports including but not limited to Accounts Payable, Bank Account Reconciliations, Timesheets and Payroll.

Prepared weekly expense reports.

Resolved customer satisfaction issues

EDUCATION

College Prep, Everett Community College, Everett, WA

College Prep, Columbia Basin Community College, Pasco, WA

LICENSE & CERTIFICATIONS

Washington State Agent License for Property, Casualty, Life & Disability

LINKEDIN PROFILE

www.linkedin.com/in/KelliLAdams

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