Bobbi Jo Steffey
Csr Producer @Evergreen Insurance, Llc
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WORK HISTORY
Csr Producer @Evergreen Insurance, Llc
Ebensburg, PA, US
Service existing personal and commercial insurance accounts, managing endorsements, renewals, policy changes, cancellations, and non-renewals. Place policies through multiple carriers as a brokerage to obtain quotes and support coverage and pricing negotiations. Support producers by managing renewal workflows, preparing proposals, binding insurance coverage, and issuing insurance binders. Review policies to identify coverage deficiencies and assist in recommending appropriate coverage solutions. Prepare certificates of insurance and ensure client, lender, and contractual requirements are met. Collaborate with Reschini Agency on underwriting, carrier access, and compliance Maintain complete and accurate records in AMS360 in compliance with agency data integrity standards. Re-market and cross sell policies
EDUCATION
AD Banker
Life, Health, Accident License
AD Banker
License
ABOUT BOBBI JO STEFFEY
Resourceful, driven, and strategic professional with 22+ years of experience in account management, customer success leadership, and sales strategy across high-profile organizations. Proven history of strengthening and nurturing client relationships, delivering a highly differentiated customer experience, and aligning teams around common goals. Adept at building brand loyalty, driving revenue growth, and shaping processes and policies that sustain efficient and competitive organizations. Key Skills Territory Planning & Development Customer Success & Engagement Account Management & Growth New Business Development Client Acquisition & Retention Project Lifecycle Management Mentor/Coach/Facilitator Team Leadership & Development Communications & Negotiations Goal & KPI Achievement Revenue Generation Prospecting & Lead Management Relationship/Partnership Building Full-Cycle Sales Brokerage & Client Management EARLY CAREER:Highmark Blue Cross Blue Shield S&T Bank Email@: b••••••••@yahoo.com 72••••••39
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