Additional Comments
An account manager provides guidance through the complexities of insurance, but can sell new policies, and increase coverages with ease. She stays up to date on products and industry standards, and wears many hats, including start to finish service and NB sales as they come. She listens to her clients, and makes their needs a priority. She gets the job done efficiently and ensures all documentation is uploaded and noted. She is a remarkable professional & delight to speak with.