Customer Service Account Manager

Linda Malik

**** ******* ****** **** ****, NC ***27

Telephone: 980-***-****

******.*****@*****.***

Professional Summary

Business strengths include teaming skills, solving problems, evaluating and implementing strategy. Proficient link between clients, underwriters and producers. Integral link in the business relationship, understanding the agency standards when placing coverage. Experience includes opportunity identification and new business development, Customer relations, excellent communication skills with clients, team members and company partners.. Always follow through on commitments. Skilled in using applications and media tools to develop concepts . Experienced in working with AMS, Excel, Word and Powerpoint. Strong communicator with natural assimilation. Ability and excellent at client/producer/underwriter coordination from concept through follow up.CISR designation started..Clients range in location. Virginia, Georgia, North and South Carolina. Allen Tate Insurance

Customer Service

2017-2019

Principal Responsibilities

● Market and sell auto, home, boat, and related property and casualty insurance coverage to individual clients.

● Provide superior service to our clients addressing their individual needs.

● Complete renewal reviews for our clients. Underwrite and place individual risks with carriers to ensure they meet their needs. Price quotation and comparisons for all insurance companies .

● Develop positive working relationships to maintain an open environment for collaboration, risk identification.

● Developed effective partnership with carriers..

● Maintain a current understanding of carrier risk management best practices and regulation.

● Cross Sell other company products and rounding opportunities.

● Maintain and grow business through aggressive product sales, up-selling, and renewals. Provide post sale customer service and resolve escalated service issues. insurance..

● Generate reports to track activities, progress, and strategies.

● Offer insurance to clients that have several claims and non-renewal. Burns & Wilcox, Johnson and Johnson, American Modern and Hull & Co.

Allen Tate Insurance

Account Manager

2019-2023

● Market and sell auto, home, boat, and related property and casualty insurance coverage to individual buyers. Cross Sell other company products..

● Maintain and grow business through aggressive product sales, up-selling.

● Responsible for all incoming and outgoing client activities thru AMS and other business applications

● Performed research analysis and development strategies to maximize revenue within accounts

● Responsible for providing high end customer service in regards to functionality, questions, diagnostics and one on one consultation..

● Generate reports to track activities, progress, and strategies. .

● Assist the Claim Representatives with status calls. Process Wind/Hail

● Process claims for some carriers:. Enter all information into the claims service system.

● Spoke with customers about life, home and auto policy plans

● Liaison between lien holders and mortgage companies about client

● auto and homeowners insurance

Education

Knoxville College, Knoxville, Tennessee

Business Administration

Morgan State University, Baltimore Maryland

Business Administration

Blue Ridge Technical College, Hendersonville, NC

Real Estate

Don Lewis Financial Service, Charlotte, NC

Property and Casualty License Life and Health License

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