ERICA KELLER
Mooresville
Summary
Results-driven Senior Account Manager experienced in leading high-value insurance portfolios and developing high-performing teams. Achieved revenue growth and optimized operations while managing a substantial book of business and a team of 11 staff members. Focused on strengthening client relationships and implementing operational improvements to enhance efficiency and ensure compliance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Client Account Manager
IOCO
New Albany, OH
06.2025 - Current
- Managed and grew strategic client accounts, serving as trusted advisor to enhance client relationships.
- Drove client retention through proactive communication and strategic problem solving, resulting in sustained account loyalty.
- Managed 2.9 million dollar book of business for private clients, ensuring personalized service and addressing client needs.
Director of Personal Lines Sales & Service
Insurance Associates of the Triad
Asheboro, NC
07.2024 - 06.2025
- Introduced Client Circle initiatives, resulting in $3.6M sales growth.
- Led team of 11, enhancing performance and retention.
- Implemented operational improvements and internal controls, ensuring compliance.
Senior Account Manager
Duffy Insurance LLC
Gloucester, MA
09.2023 - 06.2024
- Managed $4.5M book of business, achieving consistent revenue growth through strategic client engagement.
- Negotiated pricing and coverage, enhancing profitability and client satisfaction.
- Mentored junior staff on sales and compliance, fostering stronger client service skills.
Director of Personal Lines
Smoller Insurance Agency
Newton, MA
08.2021 - 09.2023
- Serviced and retained 500+ client accounts, achieving high renewal rates.
- Conducted annual policy reviews, recommending coverage strategies to enhance client protection.
- Maintained strong carrier relationships to facilitate effective underwriting and placement.
Insurance Billing Specialist / Account Manager
Aronson Insurance Agency
Needham, MA
10.2016 - 08.2021
- Managed billing, invoicing, collections, and account reconciliation to ensure accurate financial records.
- Supported policy servicing, audits, and payment processing to streamline operations.
- Resolved customer disputes, strengthening client relationships and enhancing satisfaction.
Education
Bachelor of Science - Linguistics
University of Massachusetts
BostonSkills
- Client account management
- Revenue growth strategy
- Team leadership
- Operational improvement
- Client retention strategies
- Relationship management
- Sales growth initiatives
Volunteer Experience
- Bullies to the rescue
- Charlotte Humane Society
Certification
Producer License Personal Lines
Timeline
Private Client Account Manager
IOCO
06.2025 - Current
Director of Personal Lines Sales & Service
Insurance Associates of the Triad
07.2024 - 06.2025
Senior Account Manager
Duffy Insurance LLC
09.2023 - 06.2024
Director of Personal Lines
Smoller Insurance Agency
08.2021 - 09.2023
Insurance Billing Specialist / Account Manager
Aronson Insurance Agency
10.2016 - 08.2021
Bachelor of Science - Linguistics
University of Massachusetts