Stephanie Wren
Pittsfield
Summary
Diligent Account Manager with background in Personal Lines Account Management. Successfully managed client relationships, ensuring high levels of satisfaction and retention. Demonstrated strong analytical skills and attention to detail in assessing risk and policy coverage. Proven ability to effectively communicate and collaborate with team members to achieve company goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager II
Greylock Insurance Agency
07.2024 - Current
- Managed client relationships, ensuring timely communication and resolution of inquiries.
- Developed personalized insurance solutions to meet diverse client needs.
- Assessed risk factors and provided tailored coverage recommendations to clients.
- Streamlined policy renewal processes, enhancing client retention rates.
- Collaborated with underwriters to evaluate client applications accurately.
- Educated clients on policy details, promoting informed decision-making regarding coverage options.
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
Collector/Senior Collector
Greylock Federal Credit Union
09.2018 - 07.2024
- Connect with members in a contact center environment
- Negotiate payment plans for the benefit of the members that are delinquent
- Process phone payments
- Ensured compliance with Federal and State Laws
- Business servicer to BillMatrix
- Document all Bankruptcies with the creation of proof of claims and reaffirmation agreements
- Liaison between the Credit union and debtors attorney
- Provide monthly reporting to upper management
Contact Center Representative
Greylock Federal Credit Union
03.2017 - 09.2018
- Member service inquiries over the phone and online
- Cross sell products that would benefit the members
- Service the online banking platform
Assistant Branch Manager/ Head Teller
Trustco Bank
07.2014 - 03.2017
- Member service platform
- Cross sell bank products
- Assist with lending procedures
Education
Berkshire Community College
Mt. Greylock Regional High School
06.2009
Skills
- Organizational planning
- Collaborate with others
- Underwriting principles
- Industry regulations
- Insurance products
Accomplishments
- Achieved Property & Casualty License within 3 weeks.
Certification
- Certified Credit Union Financial Coach
- Property & Casualty License- August 1, 2024
Timeline
Personal Lines Account Manager II
Greylock Insurance Agency
07.2024 - Current
Collector/Senior Collector
Greylock Federal Credit Union
09.2018 - 07.2024
Contact Center Representative
Greylock Federal Credit Union
03.2017 - 09.2018
Assistant Branch Manager/ Head Teller
Trustco Bank
07.2014 - 03.2017
Mt. Greylock Regional High School
Berkshire Community College
Software
- Bill Matrix
- Clover
- Touch Point
- DNA
- CARM- pro
- PACER
- DocuSign
- Quick Assist
- Microsoft Suite
- DL4
- EPIC
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