Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Software
Generic

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
Stephanie Wren