Client Relationship & Insurance Operations Leader

Thomas Manzi

Bergen County, NJ

***************@*****.***

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Client Relationship & Insurance Operations Professional

Career Summary

Client-focused insurance and financial services professional with 20+ years of experience supporting customers, agents, and business owners across mortgage lending and personal lines insurance. Expertise in client relationship management, insurance office operations, policy servicing, and day-to-day agency support, along with billing coordination and workflow management. Known for reliability, discretion, and long-standing client trust in relationship-driven local agency environments.

Professional Experience

Manzi Insurance Sales and Services, LLC — Owner / Insurance Broker, Client Services & Operations

2020 – 2026

- Managed ongoing service and support for ~150–250 personal lines clients*

- Primary point of contact for 100% of client communications*

- Processed ~200+ annual renewals, endorsements, and policy updates*

- Oversaw scheduling, records management, billing coordination, and daily operations

- Built a stable, referral-driven client base through responsiveness and trust

Allstate Insurance Agency — Service / Office Manager Fort Lee, NJ

2008 – 2020

- Supported operations for an agency serving ~800–1,200 active policies*

- Handled ~40–60 client interactions per day*, including policy changes and billing

- Processed ~1,000+ policy transactions annually*

- Maintained accurate records and ensured timely service follow-through

- Partnered with agents to manage workflow and client priorities

CFI Financial Services — Senior Mortgage Broker Ramsey, NJ

2003 – 2008

- Guided clients through mortgage applications and closing processes

- Coordinated with lenders and internal teams for timely transactions

- Built client trust during complex financial decisions

Technical Skills & Tools

Microsoft Office (Word, Excel, Outlook), CRM & Policy Management Systems, Allstate Agency Management Platforms*, Comparative Rater Tools*, Policy Issuance & Endorsement Systems, Billing & Payment Processing Platforms, Client Record Management, Scheduling & Workflow Tools

Education

[Education details to be added]

*Platform names may vary by agency; experience is transferable across systems

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