Magan Dowdy
Greensboro
Summary
Dynamic Account Manager with a proven track record in client oversight, issue resolution, and relationship building. Expertise in maximizing repeat business opportunities and leveraging effective prospecting techniques to expand the client base. In-depth knowledge of the sales cycle and a strong ability to excel in collaborative environments, consistently driving optimal outcomes for both clients and the organization. Committed to delivering exceptional service while fostering long-term partnerships that contribute to sustained growth.
Overview
8
8
years of professional experience
Work History
Account Manager
Relation Insurance Services
09.2025 - Current
- Provide day-to-day account support for personal insurance clients including policy changes, renewals, and billing assistance.
- Manage policy rewrites, endorsements, and documentation while ensuring accuracy and compliance with carrier guidelines.
- Track and follow up on renewal timelines to help maintain continuous coverage.
- Maintain and analyze excel tracking spreadsheets for expirations, cancellation, and renewal reports to ensure coverage is maintained and account information remains accurate and boost retention.
- Train and onboard new team members on agency procedures, workflows, carrier requirements, and customer service standards.
- Manage accounts receivable data entry and reconciliation, ensure accurate financial records and timely processing of client payments.
- Serve as a resource for team members by providing guidance on accounts servicing procedures and operational processes.
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and retention.
Account Coordinator
Wilson Insurance Services
11.2024 - 09.2025
- Managed a portfolio of personal insurance accounts, providing customized coverage solutions to meet client needs.
- Developed and implemented promotional strategies to increase customer base.
- Met with customers to provide information about available products and policies.
- Built relationships with clients using active listening and issue resolution to provide excellent service. Utilized CRM software to manage client relationships.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Quality Assurance Analyst
National General Insurance
01.2021 - 11.2024
- Prepares test plans and scenarios for usability testing, executes test scenarios, approves project implementation and verifies the production output upon implementation.
- Verifies the accuracy of new states and products, rate revisions, projects, and production problem corrections to ensure a quality product.
- Formulates the test strategy for testing through analysis of system requirements.
- Works closely with the Business team to review requirements and ensure a comprehensive test plan.
- Maintains familiarity with required vendor service reports per policy transaction, line of business and product, utilizing vendor test bed data to ensure accuracy of expected results in UAT analysis.
- Provides automated testing of various insurance products.
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
- Mentored and coached team members on QA topics and strategies.
Insurance Service Representative
National General Insurance
11.2018 - 01.2021
- Fielded incoming phone calls up to 70 per day.
- Created relationships with customers and agents.
- Processed payments.
- Worked directly with customers and insurance agents processing policy changes.
- Assist agent with product information, processing changes, quotes, and more.
- Meet or exceed call quality metrics.
- Provide agents with back-office support.
- Extensive knowledge of all personal and commercial lines, including but not limited to PPA, HO, Flood, EQ, and personal/commercial Farm Products across all 50 states.
- Presented underwriting guidelines to licensed agents.
Education
Associate of Science -
Forsyth Technical Community College
Winston-Salem, NC05-2023
North Carolina Property & Casualty Insurance -
Insurance License
04-2025
Skills
- Account Management
- Personal Lines Insurance
- Policy Administration
- Risk assessment evaluations
- Client Relationship Management
- CRM Software
- Compliance & Documentation
- Microsoft Excel
- Endorsement Processing
- Policy Renewals
- Carrier Relations
- Problem Resolution
Websites
Timeline
Account Manager
Relation Insurance Services
09.2025 - Current
Account Coordinator
Wilson Insurance Services
11.2024 - 09.2025
Quality Assurance Analyst
National General Insurance
01.2021 - 11.2024
Insurance Service Representative
National General Insurance
11.2018 - 01.2021
Associate of Science -
Forsyth Technical Community College
North Carolina Property & Casualty Insurance -
Insurance License