Account Manager Customer Service
Resume:
EXPERIENCE
PRESIDENT – REST EASY INSURANCE
JANUARY 2012 – CURRENT
Obtained Public Adjuster license 2022 / Business to business sales of group health insurance / Individual sales of health insurance / Medicare sales to 65+ / Communication of benefits / Assist insureds with claims / Prepare complex presentations / Analyze fully insured and self-insured health products / Negotiate with insurance carriers / Customer service to CEOs, employees, individual business owners / Maintain Medicare certifications / Flexible Spending Accounts/Health Savings Accounts/Prepare analytical group health insurance annual renewals / Continuous education
OFFICE ADMINISTRATOR – YESCO SIGN AND LIGHTING
OCTOBER 2024-MARCH 2025
Collections specialist / increased paid invoices by $40,000 per salesperson in less than 2 months
Managed group of 12 nighttime sign patrollers/made schedules
Assigned routes to patrollers
Created profitable driving routes for salespeople all over the Southeast U.S.
Demonstrated considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
Effective, professional verbal and written skills that foster healthy and professional relationships
ACCOUNT MANAGER ROBINS INSURANCE
FEBRUARY 2024-JULY 2024
Foster and maintain excellent relationships with clients and prospects
Actively round accounts and solicit increases in client coverage
Respond to incoming requests for account reviews and alternative coverages
Obtain best coverage/rate for insured, process quotes, bind coverage
Present policies to insured and educate them on coverage, payment options
Maintain a high level of industry knowledge in order to provide sound recommendations and professional advice
Understand multiple carrier’s underwriting criteria
Follow up as necessary to underwriting requests for photos, inspection reports, appraisals, and home improvements
Shop personal lines coverage using PL Rater
Create evidence of coverage through AMS 360
Thorough documentation of all quotes, correspondence, client decisions, and all work using ImageRight
Process multiple types of endorsements with multiple carriers, including but not limited to: Pure, Westfield, Safeco, Travelers, Progressive, AutoOwners, Erie, Chubb
ACCOUNT MANAGER – DANNY SNYDER INSURANCE
MARCH 2023-FEBRUARY 2024
Sales and service of personal lines property and casualty products
Shopped the market for homeowner’s and auto insurance
Provided customer service/ID cards, renewals, processed payments
Quoted general liability and worker’s compensation (NCCI)
Attended networking events to promote DSI
Prepared certificates of insurance
ACCOUNT MANAGER – CONSUMER HEALTH ASSOCIATION
1990-1998, 2001-2012
Obtained Life and Health license in 1992 / Obtained Property and Casualty license in 2010 Managed day to day office / Customer service / Phone sales / Insurance broker support Broker education and recruitment / Prepared complex presentations / Marketed to insurance agents across Tennessee / Facilitated claims for insureds
REGIONAL ACCOUNT MANAGER – INFLOW
1998-2001
Intense prospecting / Data center education / Technical data center tours / Opened new technology to Nashville market / Generated CIO/CTO interest in data centers / Cold called technology experts / Provided education to community about firewalls, internet connectivity, co-location services
EDUCATION
TREVECCA NAZARENE UNIVERSITY
GRADUATED 2025 WITH BACHELOR’S DEGREE
NASHVILLE, TN 1996-1997
COMPLETED MANAGEMENT AND HUMAN RELATIONS ADULT STUDIES PROGRAM
MARQUETTE UNIVERSITY
MILWAUKEE, WI 1987-1988
UNDERGRADUATE LIBERAL ARTS STUDIES
KEY SKILLS AND CHARACTERISTICS
Strong interpersonal and communication skills / communication / Meticulous attention to detail / Superb prospecting talent / CRM savvy / Extremely positive mindset / Resourceful / Reliable / Consistent / Impeccable service ethic
JULIE CARROLL
SALES AND ACCOUNT MANAGEMENT SPECIALIST
PROFILE
Sales expert with 25+ years of account management, prospecting, customer service skills, CRM management, and business savvy that is highly motivated to succeed. Manages high dollar accounts to individual one to one sales.
CONTACT
**************@******.***
Julie Carroll LinkedIn
66 Rolling Meadows DR
Goodlettsville, TN 37072
ACTIVITIES AND INTERESTS
Physical Fitness
German Shepherds
Reading
Contact this candidate