Miranda Amoruso
Millington
Summary
Dynamic Personal Insurance Advisor with proven success at WSMT Insurance, specializing in policy analysis and account management. Manage a $3.1M+ book of personal P&C business consisting of 790+ clients generating $426K+ in revenue. Expert in developing tailored insurance solutions, enhancing client satisfaction, and driving sales performance. Recognized for exceptional multitasking abilities and effective team leadership, fostering collaboration to achieve strategic goals and improve operational efficiency. Leads all underwriting workflows for documentation, policy management, and client communication.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Insurance Advisor
WSMT Insurance
12.2019 - Current
- Managed a diverse portfolio of clients, maintaining strong relationships, developing customized insurance solutions and ensuring successful renewals year over year.
- Evaluated competitors' products and services to gain competitive advantage.
- Analyzed client portfolios to identify coverage gaps and recommend enhancements. Educated clients on insurance policies and procedures.
- Implemented efficient organizational systems to manage client files and track policy renewal dates accurately.
- Collaborated with underwriters to negotiate favorable terms for clients.
- Assisted clients in navigating complex policy documents, promoting transparency and understanding of coverage details.
- Promoted cross-selling opportunities within the agency by collaborating closely with colleagues from other lines of business.
- Improved overall efficiency within the agency by identifying and implementing new technologies for streamlined policy management and client communication.
- Led training sessions for new advisors, enhancing team expertise. Mentored junior advisors, sharing industry knowledge and best practices to improve overall team performance. Led training sessions for new advisors, enhancing team expertise.
- Stayed up-to-date on industry trends and regulations, providing clients with accurate information and advice on their insurance options.
Personal Lines Assistant
Wsmt Insurance
03.2019 - 12.2019
- Assisted Account Managers with processing endorsements, certificates of insurance, and requoting
- Studied to obtain insurance license
- Assisted producer with generating new business applications
- Prepare quotes, binders, certificates of insurance, and proposals in accordance with agency and carrier guidelines
- Demonstrated excellent multitasking abilities by managing multiple clients simultaneously without sacrificing quality of service
Administrative Assistant
Wsmt Insurance
05.2018 - 03.2019
- Managed scheduling and calendar coordination for executives, optimizing daily operations.
- Streamlined document management processes, enhancing retrieval efficiency and accuracy.
- Developed and implemented office procedures to improve workflow and productivity.
- Assisted in preparing reports and presentations using Excel and PowerPoint for stakeholder meetings.
- Exceeded quarterly sales goals consistently through cleaning Applied EPIC by entering correct client information.
- Trained new administrative staff on company policies and procedural best practices.
- Answered multi-line phone system, routing calls, delivering messages to staff, faxes, payments and greeting visitors.
- Maintained inventory of office supplies and placed orders.
Education
No Degree - General Studies
Harford Community College
Bel Air, MDCISR - Insurance And Risk Management
Certified Insurance Service Representative (CISR)
12-2025
State of Maryland Insurance License - Insurance
Property And Casualty Insurance License
12-2019
Skills
- Policy analysis
- Account management
- Licensing requirements
- New agent training
- Market research
- Insurance coverage verification
- Problem-solving
- Multitasking Abilities
- Quotes and sales
- Organizational skills
- Team leadership & collaboration
- Adaptability and flexibility
Certification
- Selling High Net Worth, Selective - February, 2025
Accomplishments
- Developed and implemented promotional strategies to increase customer base via social media.
- Implemented strategic initiatives to boost sales performance and client satisfaction.
- Expanded professional network through active participation in industry events and conferences, increasing referral opportunities.
Timeline
Personal Insurance Advisor
WSMT Insurance
12.2019 - Current
Personal Lines Assistant
Wsmt Insurance
03.2019 - 12.2019
Administrative Assistant
Wsmt Insurance
05.2018 - 03.2019
No Degree - General Studies
Harford Community College
CISR - Insurance And Risk Management
Certified Insurance Service Representative (CISR)
State of Maryland Insurance License - Insurance
Property And Casualty Insurance License
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