Account Manager Service Representative
Resume:
AMY LICHTER
**********@*****.***
Professional Summary
Seasoned Account Manager with over 20 years of experience providing high-level support in quality control and compliance within the insurance industry, particularly at the agency level. Proven expertise in managing and reviewing Certificates of Insurance (COIs), general liability and workers’ compensation audits, and ensuring policy compliance. Skilled at navigating complex insurance requirements, maintaining regulatory standards, and supporting agency operations through detailed oversight and p
Skills
• Proficient in Microsoft Excel and Word, with working knowledge of Applied Systems Platform t. Work Experience
American Hardware and Lumber Insurance Agency
Insurance
May, 2020 - May, 2025
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Contact underwriter and submit forms to obtain binder coverage.
• Select company that offers type of coverage requested by client to underwrite policy.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. Compass Insurance
Account Manager
July, 2018 - March, 2020
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Select company that offers type of coverage requested by client to underwrite policy.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. Hill and Stone Insurance
Account Manager
July, 2016 - April, 2018
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Contact underwriter and submit forms to obtain binder coverage.
• Select company that offers type of coverage requested by client to underwrite policy.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. David Insurance
Insurance
August, 2013 - March, 2016
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
• Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Select company that offers type of coverage requested by client to underwrite policy.
• Contact underwriter and submit forms to obtain binder coverage. Education
Degree in Social Services
Gateway Technical College
Certifications, Licenses, Awards
• Account Manager of the Year 2023
Contact this candidate