Account Manager Personal Lines
Resume:
Regina Singh
EXPERIENCE
Account Manager (Remote)
State Farm Agency-Peachtree Corners, GA
June 2024 to March 2025
+ Managing and servicing a book of personal insurance accounts, ensuring
client satisfaction and
retention of business.
+ Handling renewals, processing policy changes, and advising clients on
the best insurance products to
meet their needs
+ Address client concerns and resolve issues in a timely and efficient
manner.
+ Handle new business, renewals, and policy changes efficiently
+ Served as the main point of contact for all client inquiries and issue
resolution
- Developed and maintained strong relationships with clients, resulting in
aclient retention.
Personal Lines Account Manager
Harding Insurance Agency-San Marcos, CA
September 2023 to January 2024
+ Managed Personal Lines client accounts with the focus on building
and/or strengthening relationships
by providing excellent customer service.
- Prepared applications, and marketed new and renewal risks using
Hawksoft agency management system.
+ Reviewed contracts and certificate of insurance.
+ Obtained and reviewed quotes.
+ Bound policies and processed checks or credit cards for payments.
+ Developed and maintained strong relationships with clients, resulting in
an increase in customer retention
Commercial and Personal Lines Accounts Manager
Gibbs Insurance Agency-Oceanside, CA
January 2023 to June 2023
Developed and maintained strong relationships with commercial and
personal lines accounts. Assisted in the gathering of renewal information
with the producer.
Developed and maintained relationships with standard and surplus lines
carriers
Underwriter/Agent
Personal Express Insurance-Stockton, CA
March 2018 to December 2022
Generated new business opportunities to create new sales.
Provided exceptional customer service via face-to-face, telephone or
written inquiries regarding
coverage, rate or billing procedures.
Determine accountability of new and renewal business per the company's
underwriting rules and guidelines using information gathered from
insured, brush fire reports, motor vehicle reports, inspections,
and risk notices from claims.
Served existing policies as well as cross-sell additional lines of business
such as auto, home, flood and Earthquake. Updated rating Information.
Updated rating information as well as verifying accuracy of policy
information. Provided rate and coverage information to clients’ inquiries
Riverbank, CA 95367
***************@*****.***
SKILLS
+ Administrative experience
+ Medical terminology
+ Adobe Acrobat
+ Customer relationship Mgmt
+ Sales
+ Attention to detail
+ Commercial and Personal
Lines Experience
+ B2B/B2C
+ Financial sales
+ Problem Solving
+ Analysis skills
+ Microsoft Word/Excel
+ Presentation skills
+ Marketing
+ AMS-360
+ Call center
+ Underwriting
+ CRM software
Licenses
Property & Casualty
Life & Health
(CA, GA,TX, SC, FL)
LANGUAGES
English, Hindi, & Punjabi
EDUCATION
Bachelor's degree in Public
Administration
San Diego State University -
San Diego,
Contact this candidate