Brandi Ohmer

• Communicate with my clients regarding Renewals, New Business and Endorsements
• The liaison between the client and the carrier
• Quickly respond to client questions or requests in a timely manner
• Managed a book of business of 80 plus clients
• Quality checks for client renewals, endorsements provided by carrier to ensure accuracy and updated applications in system to reflect renewal or endorsement changes
• Worked overtime if permitted to ensure tasks are completed on time
• Knowledge of Microsoft products and software including Epic and Sagitta
• Utilized CRM tools effectively to track client interactions, schedule follow-ups, and maintain accurate records of all account activities.
• Developed and maintained strong relationships with key accounts, resulting in increased revenue and customer retention.
• Negotiated contracts with clients for mutually beneficial terms, securing company profitability while meeting client expectations.
• Effectively managed competing priorities and multiple client accounts simultaneously, maintaining a high level of organization and attention to detail.
• Provided exceptional customer service by promptly addressing concerns and offering creative solutions to complex challenges.
• Grew new customer relationships and revenue through sales of [Type] products and [Type] services.
• Documented critical sales activities and conversations with customers and updated CRM solution.
• Built relationships with customers and community to promote long term business growth.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Developed and maintained strong working relationships with professionals within assigned territory.
• Stayed current on company offerings and industry trends.
• Recorded accurate and efficient records in customer database.
• Implemented effective sales techniques to identify new opportunities within existing accounts, leading to expanded partnerships and revenue generation.
• Demonstrated strong interpersonal skills in building rapport with diverse clients while consistently achieving outstanding results in revenue generation and customer satisfaction.
• Monitored client satisfaction and prioritized issue resolution for superior customer experiences.
• Contributed to team objectives in fast-paced environment.
• Maintained current knowledge of evolving changes in marketplace.
• Developed, maintained and utilized diverse client base.
• Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
• Enhanced client satisfaction by providing tailored financial solutions and consistently exceeding performance targets.

• Worked as a third-party contractor for USAA member services for Personal Umbrella policies
• Provided excellent customer service to members providing their insurance needs
• Advised members about policy coverage's and how to properly insure their assets

Answered phones, worked with excel worksheets

• Reduced error rates with diligent monitoring of workflow processes and timely resolution of issues.
• Proactively identified potential risks within project workflows, implementing contingency plans to minimize disruptions.
• Developed strong relationships with vendors, negotiating contracts that supported efficient resource allocation across projects.
• Improved interdepartmental communication by establishing clear channels for information sharing within the organization''s workflows.
• Liaised between clients and management to provide updated status reports.
• Served as a subject matter expert on company-specific workflow tools, providing guidance and assistance to colleagues.
• Adapted workflows to accommodate shifting priorities or timelines, ensuring the organization remained agile and responsive to changing business needs.
• Optimized tasks and procedures resulting in reduced expenses and increased efficiency.

• Answered phones
• Reviewed and issued all new business policies as well as changes to current policies in force
• Provided Certificates of Insurance as needed by
• Provided excellent customer service to the commercial line clients
• Requested and reviewed all endorsement changes to policies
• Started the claim process if insured had a claim
• Streamlined communication between departments, ensuring timely resolution of customer concerns.
• Improved customer retention rates with exceptional product knowledge and personalized service recommendations.
• Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Responded proactively and positively to rapid change.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Maintained up-to-date knowledge of product and service changes.
• Exhibited high energy and professionalism when dealing with clients and staff.
• Responded to customer requests, offering excellent support and tailored recommendations to address needs.
• Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
• Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Answered constant flow of customer calls with minimal wait times.
• Responded to customer requests for products, services, and company information.
• Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
• Enhanced customer satisfaction by promptly addressing inquiries and resolving issues efficiently.
• Assisted customers with account set-up, enabling smooth transitions into using the company''s products or services.

• Rated new business and renewal policies for various states
• Taught new business policy and endorsement class to new hires
• Answered phones
• Reviewed all changes either new business or endorsement change to ensure accuracy of the policy and coverages
• Enhanced customer satisfaction by efficiently addressing and resolving service issues.
• Coordinated and monitored service activities to confirm work met all requirements.
• Collaborated with cross-functional teams to optimize service operations and improve client experiences.
• Played a key role in the successful onboarding of new hires within the Service Coordinator role, offering mentorship and guidance as needed.
• Improved service delivery timelines by monitoring performance and adjusting workflows accordingly.
• Developed comprehensive service plans for clients, leading to improved satisfaction and retention.
• Evaluated customer needs and feedback to drive product and service improvements.
• Managed a high volume of client requests, ensuring timely and effective service delivery.
• Assessed customer needs and developed solutions to meet needs.
• Established strong relationships with clients through regular follow-ups, keeping them informed about progress updates regarding their services requested or concerns raised.
• Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.