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Customer Service Account Manager

Location:
Delray Beach, FL, 33444
Posted:
January 30, 2024

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Resume:

Insurance Careers, Inc. 866-***-****

Renee H. Spinelli, PCSR, ACSR

Delray Beach, Florida

Summary:

Results-driven and motivated Insurance Professional with extensive experience delivering consistent gains in customer service satisfaction. Outstanding organizational, analytical and problem-solving skills, with a strong orientation toward customer service and retention. Extremely successful in building and maintaining business relationships with diverse individuals at all levels. Proficient with procedures; able to ensure smooth and efficient flow of functions. Proven expertise in wide variety of insurance products. Presents a highly professional demeanor and impeccable corporate image complemented by a high degree of integrity.

Addendum - 5/2022 – Present:

Palm Beach Insurance Advisory Group

West Palm Beach, FL

Account Manager – Commercial Lines/Small and mid-market accounts

Responsible for servicing a book of business for this group owning 13 insurance agencies in Fla.

Remote position working with the West Coast Florida agency clientele, servicing, new business marketing, renewal marketing, claims, endorsements, billing and financing premiums.

Average premiums range $1,000 - $70,000 in premium size, some larger. Types of accounts include, small contractors, restaurants, environmental group, office buildings, apartments, miscellaneous risks.

Professional Experience

Absolute Insurance of Palm Beach County, Delray Beach, FL 02/2013-5/2022

Insurance Agent/ Associate Agent – Small Commercial Risks

Handling of high value, preferred and standard personal lines account

Client service small commercial accounts

Quoting and delivering policies

Inputting information in QQ-Catalyst

Maintaining high degree of accuracy while consistently staying ahead of schedule

Continuously achieving excellent track record of customer service and retention

Processing payments over the phone

Carriers: Travelers, CHUBB, AIG, Progressive, Edison, Federated National, Citizens, Florida Peninsula, Universal, United Property, Florida Family Foremost, Mercury Insurance, Progressive, Foremost, surplus lines

Wells Fargo Insurance Services – Boca Raton, FL 09/2005-08/2013

Insurance Agent – Personal Lines Account Manager

Personal lines sold off

Binding authority with select carriers over $1 million

Preparation of quotes including front-line underwriting and market selection

Handling of high-value, preferred and standard personal lines accounts

Familiar carriers: CHUBB, AIG Private Clients Group, Fireman’s Fund, Progressive, Travelers, Tower Hill, ASI, Auto Owners, Safeco and Citizens

Nationwide Insurance – Boca Raton, FL 01/2003-9/2005

Insurance Agent– Personal lines and Small Commercial Lines

Handling of high value, preferred and standard personal lines accounts

Binding authority with select carriers to $1 million

Preparation of quotes including front-line underwriting and market selection

Familiar carriers: CHUBB, Progressive, Nationwide, St. John’s, Florida Family

Hawes & McAfee – Manasquan, NJ

Insurance Agent– Personal Lines and Small Commercial Lines

Computer Experience

AMS Prime, Nexsure, QQ-Catalyst, Evolution and Applied System

Education

Central School of Insurance

Ed Koppler School of Real Estate

Gold Coast School of Insurance

Atlantic School of Insurance

CAN Uploading Procedures/AMS Prime Training

Licensure

State of Florida 220 license

Property & Casualty License State of New Jersey



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