Manager Account

Ann Marie Roberts- Personal Lines Account Manager

***** ******* ** **, **** C1, Kirkland Wa 98034 Cell: 206-***-**** *******************@*****.*** Summary Personal Lines Account Manager with 17 years experience advising personal insurance products to clients in the greater Seattle area and as required, throughout the U S. Represented 18+ independent admitted and non-admitted insurance carriers while educating my customers regarding their insurance needs for their homes and personal possessions, vehicles, liability, recreational vehicles, rental properties (both long and short term), and small businesses. Responsibilities and Skills Sell, service and develop a book of business totalling $1.2 million in value; with a customer retention greater than 96%. My average monthly sales were greater than $3,466 with The Partners Group. I contacted on average 35 customers monthly for an annual insurance review. I am proficient with AMS360 and carrier points of sale terminals, word and excel programs.

Job History The Partners Group August 2018 to October 2019, Personal Lines Account Manager,Bellevue, Wa. The Partners Group purchased the McDonald Insurance Group August of 2018.

McDonald Insurance Group May 2002 to August 2018, Personal Lines Account Manager, Kirkland, WA.

I have had various sales positions in the past such as inside sales (business to business appointment setting for cell phone and business phone franchises), newspaper advertising

(commission against draw) public television memberships and survey market interviewing. Education Wilkes University Bachelor of Arts: Communications Wilkes-Barre, PA Designations and Awards: Licensed Insurance Agent for Washington state, ACSR, AINS 2011 sales recognition from Safeco

Team leader representative for 4 person group participating in a company wide objective focused on cross sell opportunities.