Customer Service Personal Lines
Resume:
Linda Sakers-Smith ************@*****.***
**** ******** ****, ***** ** 21082
PROFILE
Enthusiastic Insurance Professional, seeking an Account Management position within the personal lines property and casualty insurance industry, which will allow me to best utilize my experience in relationship building and policy management solutions to contribute towards maximized, profitable growth within the agency.
Professional Experience
Heller Kowitz Insurance Advisors—Maryland- Personal Lines Account Manager 2021-2023
Managed a high net worth personal lines book of business by looking for opportunities to grow the existing book of business and add new clients through new business submissions. Tasks included policy changes, renewal reviews to identify coverage options for current clients. This objective was obtained by establishing solid client relationships along with working closely with carrier underwriters and representatives.
Diversified Insurance Industries—Maryland-Personal Lines Account Manager 2017-2021
Worked closely with the lead personal lines producer, to establish and maintain client relationships by providing comprehensive policy reviews and customer service.
The Hartford Insurance Group-Maryland-Personal Lines Marketing Representative 2004-2016
Managed Maryland territory through new appointments, agency prospecting and use of technology to develop profitable business sources for new business, expanding the agency plant from 20 to over 200 agencies in a 3 year period. Educated agency principals, managers and customer service representatives to insure knowledge of company appetite.
Marsh McLennan Insurance-Maryland-Private Client Sales Representative 2003-2004
Produced revenue by developing lead sources with Private Client Groups, Family Offices and Estate Planners to attract high net worth clients. Conducted comprehensive insurance reviews to insure client’s peace of mind. Coordinated with internal support staff to develop information and documentation to prepare professional proposals. Presented sales proposal to clients to close sales and then transitioned client to customer service.
PLI Brokerage-Maryland-Personal Lines Sales Manager 2000-2003
Managed staff of one producer and three Customer Service Representatives, including conducting performance reviews, and to aid in increasing referrals and retention. Produced revenue by calling on lead sources and prospective clients to determine insurance needs and secure interest in company products and services.
Schoenfeld Insurance Agency-Maryland-Producer/Account Manager
Increased Personal Lines sales by cross selling existing commercial lines accounts and referrals.
EDUCATION
BA in Business and Marketing, Towson University, Towson, MD
Property and Casualty License
Applied TAM, EPIC and AMS
References Available Upon Request
Contact this candidate