Account Manager Customer Service
Resume:
Linda Malik
PROFESSIONAL
EXPERIENCE
JM Hamilton Insurance (Highstreet Insurance Partners) Charlotte, NC
Personal Lines Account Manager/Associate Agent March 2023 – April 2025
Service of Personal Lines Insurance Accounts – NC, SC, VA, TN, GA
Auto, Home, Umbrella, High Net Worth –Up to 4+ Million Dollar Homes
Cross-Selling/Account Rounding
Processing Endorsements, Renewals, Changes, Cancellations, Invoices
Requoting/Rewriting existing Clients who have cancelled
Applied EPIC Software
Carriers: Auto-Owners, Johson & Johnson, Pure, Chubb, Progressive, Etc.
Allen Tate Insurance (2017 - 2023) Charlotte, NC
Personal Lines Account Manager 2019 - 2023
Marketed and Sold Auto, Home, Boat, and related Property & Casualty Insurance coverage to individual buyers
Worked with High-Net-Worth Accounts valuing over $1M
Cross-sold other company products
Maintained and grew business through aggressive product sales and up-selling
Responsible for all incoming and outgoing client activities through AMS360 and other business applications
Performed research analysis and development strategies to maximize revenue within accounts
Responsible for providing high-end customer service regarding functionality, questions, diagnostics and one on one consultation
Generated reports to track activities, progress, and strategies
Assisted the Claim Representatives with status calls
Processed Wind and Hail Policies
Processed claims for some carriers
Entered all information into the claims service system
Spoke with customers about Life, Home, and Auto policy plans
Liaison between lien holders and mortgage companies about client Auto and Homeowners Insurance
Carriers written through included MetLife, Lighthouse, Central Mutual, Travelers, Kemper, Safeco, Johnson & Johnson, Haggerty, Auto Owners, Burns & Wilcox, American Modern, Hull & Co, Chubb, and Progressive/ASI
Utilized AMS360 Software System
Customer Service Representative 2017 - 2019
Marketed and sold Auto, Home, Boat, and related Property & Casualty Insurance coverage to individual clients
Provided superior service to our clients addressing their individual needs
Completed renewal reviews for our clients
Underwrote and placed individual risks with carriers to ensure they met their needs
Provided price quotations and comparisons for all Insurance companies
Developed positive working relationships to maintain an open environment for collaboration, risk identification
Developed effective partnership with carriers
Maintained a current understanding of carrier risk management best practices and regulation
Cross-sold other company products and rounding opportunities
Maintained and grew business through aggressive product sales, up-selling, and renewals
Provided post sale customer service and resolve escalated service issues
Generated reports to track activities, progress, and strategies
Offered insurance to clients that have several claims and non-renewal
Carriers written through included MetLife, Lighthouse, Central Mutual, Travelers, Kemper, Safeco, Johnson & Johnson, Haggerty, Auto Owners, Burns & Wilcox, American Modern, Hull & Co, Chubb, and Progressive/ASI
Utilized AMS360 Software System
Metropolitan Property & Casualty Insurance Company/ MetLife Charlotte, NC
Property & Casualty Agent March 2014 – March 2016
Sales and Service of Property, Casualty, and Benefits Insurance Accounts
Marketed and sold Auto, Home, Boat, and related Property & Casualty Insurance coverage to individual buyers
Benefits Accounts included Dental, Vision, Health, 401k, and Life
Cross-sold other company products
Maintained and grew business through aggressive product sales, up-selling, and renewals
Provided post-sale customer service and resolved escalated service issues
Generated reports to track activities, progress, and strategies
Performed other related duties as assigned or required
Worked with New England States: MA, New Hampshire, Maine,
TZ Insurance P&C Sales Charlotte, NC
Property & Casualty Specialist (Contract Position) February 2013 – May 2014
Acted as an inbound insurance agent selling Property, Casualty and other Insurance products and providing excellent customer service
Marketed and sold Auto, Home, Boat, and related Property & Casualty Insurance coverage to individual buyers
Maintained and enhanced client relationships to resolve issues and retain profitable business
Cross-sold other company products
Maintained and grew business through aggressive product sales and up-selling
Generated reports to track activities, progress, and strategies
Performed other related duties as assigned or required
Number 1 Agent 1st, 2nd, 3rd, and 4th Quarter
Sold 100 Policies over 12 months
State Farm Charlotte, NC
Claims Service Assistant (Contract Position) February 2012 – April 2012
Assisted the Claim Representatives with status calls
Processed Wind/Hail Catastrophic claims for final, supplemental, or interim payment
Entered all information into the claims service system
Assisted with Worley, Pilot, Eberl’s and Renfroe Adjuster Firms on catastrophic project
Expedited Expense Explanations based on severity of damage
Billed payments to insured
Processed Policy Additions, Changes, and Endorsements
Faxed all claims to centralized catastrophe operation center for final documentation
Processed Fed Ex and UPS outgoing and incoming mail
Allstate Insurance Charlotte, NC
Office Manager / Sales Producer February 2005 – February 2012
Supervised employees and assisted with customer service needs
Handled daily banking remittance
Spoke with customers about Life, Home, and Auto policy plans
Served as liaison between lien holders and mortgage companies about client Auto and Homeowners Insurance
CARRIERS MetLife, Lighthouse, Central Mutual, Travelers, Kemper, Safeco, Johnson & Johnson, Haggerty, Auto Owners, Burns & Wilcox, American Modern, Hull & Co, Chubb, Progressive/ASI, Colonial Group, Heritage, Foremost, Pure, Universal P&C, Universal NA
COMPUTER
SKILLS AMS360, Applied EPIC, Salesforce, Adobe, Excel, Word, PowerPoint, Outlook
EDUCATION Knoxville College Knoxville, TN
Coursework in Business Administration
Morgan State University Baltimore, MD
Coursework in Business Administration
Blue Ridge Technical College Hendersonville, NC
Coursework in Real Estate
LICENSES North Carolina Property & Casualty Producer License Current
North Carolina Accident, & Health or Sickness Producer License Current
North Carolina Medicare Supp / Long Term Care Producer License Current
South Carolina Property & Casualty Producer License Current
DESIGNATIONS Certified Insurance Service Representative (CISR) In Progress - 3 of 5 Classes Completed
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