Account Manager Personal Lines
Resume:
MELISSA
WELCH
**********@*****.***
Leesburg, FL 34748
Professional with strong expertise in personal lines insurance, ready to drive impactful results. Demonstrates high standard of service, effective problem-solving, and strong analytical abilities. Skilled in policy management, client relations, and risk assessment, trusted for dependability and results-driven approach.
PROFESSIONAL SUMMARY
SKILLS
• Licensed in Property & Casualty
• Licensed in Life & Health
Knowledge in Applied TAM and
Epic Agency Management
Systems
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• ACS Rating Systems
• Self-Motivated
• Excellent Communication Skills
Kearsley High School
Flint, MI
High School Diploma
EDUCATION
Oakland Insurance - Personal Lines Account Manager Clarkston • 10/2017 - 10/2024
Lake Agency - Personal Lines Account Manager
Grand Blanc, MI • 06/2013 - 10/2017
Eaton Insurance - New Business Assistant
Clio, MI • 04/2008 - 06/2013
WORK HISTORY
Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
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Exceeded performance consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
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Educated clients on coverages, exposures and products offered by carriers.
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Collaborated with underwriting team to ensure accurate risk assessments.
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Finalized sales, obtained client signatures, uploaded new business applications and collected necessary deposits.
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• Achieved business production goals as established by management Developed strong relationships with clients and implemented promotional strategies to increase customer base.
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Provided consistent, accurate and timely communication to clients through verbal and written correspondence.
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Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
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Reviewed renewals and rounded out accounts according to agency standards.
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Provided a thorough review and analysis of renewal information including coverage limits, loss history and exposures.
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• Researched and identified potential new markets. Maintained strong relationships with clients through effective communication regarding policy updates or changes in coverage
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requirements.
Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
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• Estimated Insurance rates through ACS rating software. Transferred rating information to company websites and calculated premiums.
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• Processed and recorded new policies.
Enhanced client relationships by providing exceptional support and assistance in new business development.
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