Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Commercial and Personal Lines
Foxworthy and Associates
Tucson
12.2024 - 05.2026
Completed day-to-day duties accurately and efficiently.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Identified needs of customers promptly and efficiently.
Prioritized and organized tasks to efficiently accomplish service goals.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Assisted with customer requests and answered questions to improve satisfaction.
Maintained updated knowledge through continuing education and advanced training.
Commercial and Personal Lines Account and Manager
Pacific International Insurance
Tucson
04.2017 - 11.2024
Led team in developing insurance policies and procedures.
Managed client relationships to enhance service satisfaction.
Oversaw daily operations to ensure compliance with regulations.
Analyzed market trends to inform strategic decision-making processes.
Enforced customer service standards and resolved customer problems to uphold quality service.
Analyzed customer feedback data to develop action plans for improving services offered.
Commercial Lines Senior Account Manager
Sunbelt Insurance Holdings
Tucson
10.2016 - 04.2017
Commercial Lines Account Manager
Koty-Leavitt
Tucson
03.2013 - 10.2016
Managed client relationships for diverse commercial insurance accounts.
Coordinated policy renewals and coverage updates for clients.
Analyzed risk exposure and recommended appropriate coverage options.
Facilitated communication between clients and underwriters to streamline processes.
Prepared detailed insurance documentation and policy proposals for clients.
Educated clients on policy details and claims procedures effectively.
Resolved client inquiries and issues promptly to enhance satisfaction.
Developed and maintained relationships with clients to ensure customer satisfaction.
Reviewed client policies and identified areas of potential risk or coverage gaps.
Identified cross selling opportunities through analysis of current client portfolios.
Assisted customers in filing claims as needed.
Prepared proposals for new business, renewals and endorsements.
Responded promptly to inquiries from internal staff and external customers.
Researched and resolved billing discrepancies in a timely manner.
Built strong working relationships with underwriters to secure favorable terms and pricing for clients.
Provided guidance to clients regarding best practices for managing their commercial insurance needs.
Drafted renewal letters outlining policy changes or updates.
Ensured accuracy of all documentation including applications, invoices, certificates of insurance.