Upbeat and personable, well-suited for building and maintaining client relationships. In-depth understanding of customer service principles and proficiency in CRM software and communication skills. Driven to enhance client satisfaction and foster long-term partnerships.
Overview
29
29
years of professional experience
Work History
Client Relationship Manager
Blue Ridge Risk Partners
12.2021 - Current
Oversee the strategic management and client experience of an assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business while delivering value added services.
Work closely with clients to answer policy related questions, solve issues, and provide pertinent data and other related requests.
Audit and update agency management systems to ensure all required entries are completed and documentation is created and correctly filed in accordance with established timetables and procedures.
Maintain detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
Serve as primary point-of-contact for questions or concerns from clients during ongoing projects.
Senior Account Manager
Allegheny Insurance Services
10.2016 - 12.2021
Managed and retained existing book of business and pursued new opportunities for the book, where appropriate.
Worked with clients, carriers, and other team members to resolve billing and other issues in a timely manner.
Prioritized projects, possessed attention to detail, achieved service standards, and met deadlines.
Secured and properly handled all private/sensitive agency and customer information (medical, social security numbers, etc.) at all times.
Performed other related duties as directed to meet the ongoing needs of the organization.
Developed long-lasting client relationships by providing exceptional customer service and support.
Enhanced communication between departments for more effective problem-solving and collaboration.
Insurance Agent
Aflac
04.2015 - 10.2016
Met with business owners and educated them on the benefits our company offered.
Consulted with existing clients to ensure that benefit packages were up to date with clients' evolving business needs.
Performed administrative duties, both to ensure that clients' enrollments and claims went smoothly, but also for my own record keeping.
Generated new business opportunities through company leads, networking, referrals, and cold calls.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Retail Manager
West Virginia Wesleyan College
05.2014 - 04.2015
Established and maintained policies and procedures to address operational long-term goals.
Reviewed daily cash receipts and ensured bookstore operations maintained profitability.
Worked with Administration to create an online book ordering system.
Supervised and assisted in the taking of physical inventories.
Worked effectively with colleagues and students by respecting deadlines, collaborating on problem solving, and honest communication.
I created the name of the bookstore - The Bobcat Den.
Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
Enhanced store appearance by maintaining cleanliness standards and visually appealing displays that showcased products effectively.
Bookstore Manager
Nebraska Book Company
11.2007 - 05.2014
Hired and trained permanent, temporary, and student employees as needed in all phases of operation.
Coordinated and supervised the purchasing, receiving, distribution, display, selling, and returning of textbooks.
Prepared administrative and operational reports monthly as required.
Supervised and assisted in the taking of all physical inventories.
Directed the receiving and preparing of incoming and outgoing shipments.
Optimized store layout for ease of navigation, resulting in increased customer satisfaction and higher sales per visit.
Restaurant Manager
Steer Steakhouse
08.2005 - 11.2007
Conducted pre-shift meetings to inform staff of daily events.
Ensured side-work duties were completed and tables were set before, during, and after opening hours.
Performed other duties as assigned.
Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
Carefully interviewed, selected, trained, and supervised staff.
English Teacher
Fauquier High School
08.2000 - 08.2005
Designed and implemented creative, hands-on working stations.
Assessed student progress and provided feedback to improve performance and establish academic success.
Improved classroom management by implementing consistent routines and clear expectations for behavior.
Sponsored the National Honor Society.
Coached cheerleading, cross country, and track.
Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
Prepared and implemented lesson plans covering required course topics.
Office Manager
Family Eye Care Center
08.1999 - 08.2000
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Wrote advertisements for the local newspaper.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Office Manager
WELK and WBTQ Radio
06.1996 - 08.1999
Oversaw implementation of 24-hour broadcasting schedules.
Communicated with external agencies regarding air time.
Responsible for appropriation and reconciliation of accounts receivable.
Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
Education
Bachelor of Science -
West Virginia University
Skills
Teamwork
Problem-Solving
Adaptability
Effective Time Management
Ability to Multitask
Results-Oriented
Excellent Attention to Detail
Customer Engagement
Affiliations
West Virginia Association of College Stores Vice-President
Timeline
Client Relationship Manager
Blue Ridge Risk Partners
12.2021 - Current
Senior Account Manager
Allegheny Insurance Services
10.2016 - 12.2021
Insurance Agent
Aflac
04.2015 - 10.2016
Retail Manager
West Virginia Wesleyan College
05.2014 - 04.2015
Bookstore Manager
Nebraska Book Company
11.2007 - 05.2014
Restaurant Manager
Steer Steakhouse
08.2005 - 11.2007
English Teacher
Fauquier High School
08.2000 - 08.2005
Office Manager
Family Eye Care Center
08.1999 - 08.2000
Office Manager
WELK and WBTQ Radio
06.1996 - 08.1999
Bachelor of Science -
West Virginia University
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