Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

Aleksandra Wilson

Donegal Town

Summary

Experienced Commercial Insurance Account Executive skilled in client relationship management and policy analysis at Britton Insurance. Improves customer satisfaction through clear communication and attention to detail. Expertise in commercial lines supports cross-selling and regulatory compliance. Dedicated to ongoing learning and career development.

Overview

15
15
years of professional experience

Work History

Commercial Insurance Account Executive

Britton Insurance
Donegal Town
06.2022 - Current
  • Managed client accounts and maintained strong client relationships for insurance services.
  • Analyzed client needs to recommend appropriate insurance coverage options.
  • Executed policy renewals and updates, ensuring adherence to regulations.
  • Educated clients on policy terms, conditions, and claims procedures effectively.
  • Resolved client inquiries promptly, enhancing customer satisfaction and retention.
  • Maintained accurate records of client interactions and transactions in the system.
  • Reviewed existing policies for accuracy and completeness prior to renewal.
  • Provided guidance to clients in understanding their policy coverage options.
  • Identified cross-selling opportunities within the current client base.
  • Participated in seminars and workshops designed to improve product knowledge.
  • Responded promptly to customer inquiries regarding policy changes or other issues related to their accounts.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Collaborated with underwriters to assess risks and finalize policy terms.
  • Exceeding monthly targets.

Personal Lines Account Executive

Britton Insurance
Donegal Town
05.2021 - 06.2022
  • Monitored renewal processes ensuring that all deadlines are met.
  • Provided expert guidance on policy updates and changes.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Facilitated effective communication between clients and insurance carriers.
  • Responded promptly to customer inquiries via phone, email, or other communication channels.
  • Resolved client inquiries and issues promptly and professionally.
  • Educated clients on policy benefits and coverage limits.
  • Evaluated customer needs to determine appropriate coverage levels and premiums.
  • Maintained accurate records of client interactions and policy details.
  • Answered questions such as billing issues and coverage checks with speed and efficiency.
  • Assisted customers in understanding their insurance policies, including coverage and limitations.
  • Attended seminars and training sessions regularly in order to stay up-to-date with industry trends.
  • Exceeding monthly targets.

Head Waitress

The Olde Castle Bar and Restaurant
Donegal Town
03.2019 - 05.2021
  • Supervised dining room staff and ensured excellent customer service.
  • Managed reservations and organized seating arrangements for efficient service.
  • Processed customer orders accurately using point-of-sale systems
  • Collaborated with kitchen staff to coordinate timely food delivery.
  • Addressed customer inquiries and resolved issues promptly during service.
  • Coordinated with kitchen staff to ensure smooth delivery of orders to customers' tables.
  • Trained new waitstaff on menu items and service protocols.

Personal Lines Account Executive

Britton Insurance
Donegal Town
04.2010 - 10.2018
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Facilitated communication between clients and insurance carriers to resolve inquiries quickly.
  • Educated clients on policy options, benefits, and claims processes for informed decisions.
  • Reviewed existing policies to identify gaps in coverage or potential additional coverages.
  • Monitored renewal processes ensuring that all deadlines are met.
  • Handled incoming calls from current customers related to policy changes or questions about their coverage.
  • Resolved customer inquiries regarding billing, policy changes or claims status.
  • Attended seminars and training sessions regularly in order to stay up-to-date with industry trends.

Education

Certified Insurance Practitioner - General And Commercial Insurance

The Insurance Institute of Ireland
Ireland
03-2013

Master of Science - Marketing Management

Akademia Podlaska
Siedlce, Poland
06-2006

Courses

Skills

  • Relay and Open I proficiency
  • Microsoft Office suite expertise
  • Client relationship management
  • Effective communication
  • Account retention strategies
  • Insurance product knowledge
  • Commercial lines expertise
  • Regulatory compliance in insurance
  • Policy change management
  • Renewal management
  • Premium calculation
  • Policy analysis
  • Document control practices
  • Attention to detail
  • Time management
  • Team collaboration
  • Polish (native)
  • English (fluent)

Hobbies

I am a people person and can't pass anyone without a big smile and 'Hello!'

I love physical activity; an 8K power walk is my daily routine and solution for any worries

I am an old-school reader and always have an actual book beside my bed for an evening read.

Timeline

Commercial Insurance Account Executive

Britton Insurance
06.2022 - Current

Personal Lines Account Executive

Britton Insurance
05.2021 - 06.2022

Head Waitress

The Olde Castle Bar and Restaurant
03.2019 - 05.2021

Personal Lines Account Executive

Britton Insurance
04.2010 - 10.2018

Certified Insurance Practitioner - General And Commercial Insurance

The Insurance Institute of Ireland

Master of Science - Marketing Management

Akademia Podlaska

Courses

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Aleksandra Wilson