Description: Results-driven Account Manager Professional with over 15 years of experience in Personal Lines Insurance. Skilled in handling policy administration, client retention, cross-selling, and regulatory
compliance. Top notch in her strong organizational skills, analytical problem-solving, and ability to deliver exceptional client experiences that support long-term growth.
Goal: Continue growth/experience in the Personal Lines field
Accomplishments: N/A
Systems: Applied Epic / Power Broker / CRM databases, Microsoft Office Suite (Word, Excel, Access, Outlook, PowerPoint)
Additional Comments She is a kind individual who provides her clients with courteous and upbeat service. You should absolutely consider adding this prospect to your team. incredibly at ease using Epic, Power Broker and portals.