Casey Mason
Account Manager
- Role
- Account Manager at Taylor Agency
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Casey Mason
Experienced professional with a Bachelor\'s Degree focused in Communications and a minor…
Experience
Account Manager
Apr 2017 — Present · Charleston, SC, US
Responsible for retaining and maintaining individual book of business totaling an average of in premium.•Generate updates to client files daily in Vertafore Agency Management System through immediate activity record keeping.•Perform customer service, retention, and rounding of high net-worth client accounts per agency standards and procedures.•Daily communication with clients, billing representatives, underwriters, and claims adjusters.•Produce and organize client reviews and reports to ensure a seamless renewal process for the client 2-3 months in advance.•Offer successful recommendations to clients, based on the analysis of client necessities.•Attend community events or networking events to introduce the company to people that have not heard of our company.•Assist in recruitment and filling of hiring needs as well as training once brought onboard.•Actively solicit and presenting additional lines of coverage for all accounts.
Education
Coastal Carolina University
Bachelor's Degree, Communications, Business Management- Health Specialization
2009 — 2013
Greenville Technical College
Associate’s Degree, Biology, General
2015 — 2016
Skills
- Editing
- Microsoft Word
- Leadership
- Time Management
- Event Planning
- Account Management
- Event Management
- Social Media
- Public Speaking
- Insurance
- Property & Casualty Insurance
- Management
- Data Entry
- Marketing
- Microsoft Office
- Sales
- Microsoft Publisher
- Customer Service
- Training
- Internet
- Social Networking
- Enjoy Working with People
- Social Media Marketing
- Public Relations
- Marketing Strategy
- Wordpress
- Mailc
- Strategic Planning
- Press Releases
- Constant Contact
- Blogging
- Email Marketing
- Powerpoint
- Microsoft Excel
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