Audrey Punturieri
Charlotte
Summary
Dynamic Insurance Broker with Baldwin Risk Partners, skilled in policy analysis and client relationship management. Proven ability to enhance customer satisfaction through exceptional service and effective communication. Expertise in auto and property insurance, combined with strong sales acumen and regulatory compliance knowledge, driving successful outcomes for clients.
Overview
10
10
years of professional experience
Work History
Insurance Broker
Baldwin Risk Partners
11.2022 - 05.2025
- Assisted clients in understanding insurance policy options and coverage benefits
- Processed client applications and maintained accurate records in the management system.
- Participated in training sessions to enhance knowledge of industry trends and regulations.
- Facilitated communication between clients and underwriters for policy approvals and adjustments.
- Provided exceptional customer service by responding quickly to inquiries, resolving escalations and anticipating client needs with patience and compassion.
- Handled approximately 80 outbound and inbound sales-related calls and 8-10 quotes per day to qualify individuals interested in obtaining insurance coverage.
- Finalized sales and collected necessary deposits.
- Generated DocuSign for new clients and followed through with any other additional documentation needed for the clients insurance policy.
Key Account Representative
Madeira USA LLC
09.2021 - 10.2022
- Cultivated strong relationships with key accounts, enhancing customer satisfaction and loyalty.
- Executed regular account reviews to assess client needs and recommend tailored solutions.
- Collaborated with cross-functional teams to address client issues and improve service delivery.
- Analyzed market trends to identify growth opportunities within assigned accounts.
Housekeeping Department Manager
The Summit Resort
12.2014 - 09.2021
- Oversaw daily operations, ensuring service quality and guest satisfaction.
- Trained new hires and existing team members to maintain excellent cleaning standards.
- Managed full-time and part-time employment schedules, approved vacation time, and helped manage any discrepancies with daily attendance.
- Assisted other departments at the resort, to be a team player.
Education
Moultonborough Academy
Moultonborough, NHSkills
- Active NC Personal Lines LSP
- Excellent product knowledge of auto, property and umbrella policies
- Experience with policy reviews, endorsements, billing, and effective risk management
- Worked with several large carriers, such as Progressive, Travelers, Safeco, and Cincinnati
- Call center sales and customer service experience
- Lead conversion and development
- CRM software
- Regulatory compliance of client, personal information and confidentiality
Timeline
Insurance Broker
Baldwin Risk Partners
11.2022 - 05.2025
Key Account Representative
Madeira USA LLC
09.2021 - 10.2022
Housekeeping Department Manager
The Summit Resort
12.2014 - 09.2021
Moultonborough Academy
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