Account Manager Customer Service

MANDI HUFF

**** * **** ******, *****, CO ***** • 970-***-**** • **********@*******.***

PROFESSIONAL SUMMARY

Driven and client-focused insurance professional with extensive experience in managing high- value commercial and personal accounts. Proven track record of building strong client relationships, meeting agency sales goals, and delivering exceptional service. Highly organized, adept at working in fast-paced environments, and skilled in handling multiple priorities with efficiency and professionalism.

PROFESSIONAL EXPERIENCE

Southwest Risk Management — Mesa, AZ

Commercial Lines Account Manager

August 2021 – Present

Cross-sell insurance accounts and promote additional coverage options

Consult with clients to determine suitable insurance solutions

Educate clients on available insurance products and services

Manage policy changes, claims, and payments

Quote new business and handle policy downloads

Market policy renewals to ensure best coverage and pricing Rendezvous Insurance — Jackson, WY

Personal & Commercial Lines Account Manager

August 2019 – August 2021

Advised clients on appropriate insurance options and coverage

Provided detailed product education to new and existing clients

Handled policy adjustments, claims, and payment processing

Quoted new business and processed downloads

Conducted market research to optimize policy renewals Jeff Leonard State Farm — Glenwood Springs, CO

Office Associate

July 2013 – August 2019

Managed correspondence, customer service, and database operations

Delivered prompt and accurate service to meet customer expectations

Scheduled appointments, developed leads, and identified customer needs

Specialized in Life & Health insurance products

Supported agent in achieving marketing and sales goals Glenwood Insurance Agency — Glenwood Springs, CO

Customer Service Representative

September 2006 – July 2013

Improved workflow efficiency in policy renewal processes

Handled customer inquiries via phone, email, and in-person

Built strong relationships with underwriters, auditors, and claims adjusters

Entered commission statements accurately and in a timely manner

Quoted new business and renewal policies

EDUCATION & LICENSES

High School Diploma, Glenwood Springs High School — Glenwood Springs, CO (May 2005)

Colorado Property & Casualty Insurance Producer License (January 2006)

Colorado Life & Health Insurance Producer License (August 2013)

Certified Insurance Counselor (CIC) — In Progress, National Alliance SKILLS

Exceptional customer service and communication

Self-motivated and results-oriented

Effective time management and multitasking

Team leadership and collaboration

Strong organizational abilities

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