Service Representative Account Manager

Julia Carter Personal Lines Account Manager

***********@*******.*** • LinkedIn Profile 530-***-**** • Gridley, CA Hands-on, customer-focused personal lines account manager with 20+ years of experience educating customers on insurance products from Allied/Nationwide, American Modern, American Reliable, Arrowhead, CEA, Foremost, Hagerty, Kemper, NFIP, Safeco, Travelers, and Zurich.

Leverage in-depth product knowledge to drive policy revenue increases by identifying and securing cross-selling opportunities with current and new clients. Work closely with clients to identify insurance needs and recommend appropriate products. Collaborative communicator with exceptional interpersonal skills and ability to cultivate relationships with colleagues, clients, and other key stakeholders. Areas of Expertise include:

Personal Lines Property Insurance

Strategic Planning & Forecasting

Document Management

Insurance Program Application

Casualty Insurance

Client Retention

Relationship Building

Customer Education

Quote Preparation

Policy Preparation & Processing

Revenue & Profit Growth

Process Improvements

Technology: EPIC, TAM, AMS360, FSC Manager, FSC Rater Professional Experience

Keith Anthony, Farmers Insurance • Yuba City, CA • 2020 – 2022 AGENT’S ASSISTANT

Managed front-of-house daily operations including communications, reception, and billing; processed premium payments and contacted clients about past-due payments. Educated customers about personal insurance and its importance. Learned and leveraged APEX and Salesforce platforms to keep account status updated and add new policyholders to the agent management system. Reviewed, analyzed, and resolved policy and coverage-related concerns for clients, including identified coverage gaps, additional exposures and underwriting issues. Compiled and created proposals, summaries, and additional comments.

• Assisted with increases in policy revenues by identifying and upselling or cross-selling appropriate opportunities to current clients, make policy changes, issue Evidence of Insurance and ID cards, update client contact information, and maintain current files.

• Provided coverage quotations for insurance protection including automobile, boats/watercrafts, homeowners, renters, secondary insurance, motorcycle, classic car, landlord protection, recreational vehicles, and scheduled coverage for jewelry and fine arts.

Buttes Insurance Agency • Live Oak, CA • 2015 – 2019 PERSONAL LINES ACCOUNT MANAGER

Pursued and secured new accounts, prepared quotations, assisted with claims, and maintained all required documentation. Developed quotations and processed changes with the California Fair Plan, CEA, and flood insurance. Prepared applications and issued certificates. Communicated with clients, producer, and carrier underwriters regarding policy and coverage- related questions and information.

Work at Home Vintage Experts • New York, NY • 2013 – 2014 CUSTOMER SERVICE REPRESENTATIVE (REMOTE)

Collaborated with PL rater to compare premiums with ASI, Encompass, Progressive, Safeco, and Travelers insurance to secure the most cost-effective rates for automobile, flood and earthquake, home, rental, secondary residence, and watercraft coverage.

Additional professional experience as PERSONAL LINES ACCOUNT MANAGER with Stephen Chelbay Company in San Jose, CA. Licensure & Certifications

California Department of Insurance, License #0736872: Casualty-Broker Property Broker-Agent, Expires: 12/31/2023