Casey Mason

Account Manager

Role
Account Manager at Taylor Agency
Location
Charleston, SC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Casey Mason

Experienced professional with a Bachelor\'s Degree focused in Communications and a minor…

Experience

  1. Account Manager

    Taylor Agency

    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
  • Facebook
  • Time Management
  • Event Planning
  • Account Management
  • Event Management
  • Social Media
  • Public Speaking
  • Insurance
  • Property & Casualty Insurance
  • Management
  • Data Entry
  • Twitter
  • 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
  • Pinterest
  • Powerpoint
  • Microsoft Excel

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Casey Mason — Account Manager at Taylor Agency in Charleston, SC, US | Unifers