Ashley Jorgenson
Westfield,IN
Summary
Dedicated Client Account Manager with extensive experience in customer retention and account development. Skilled in evaluating client needs, resolving issues, and driving positive client relationships to achieve business objectives and enhance customer satisfaction.
Overview
4
4
years of professional experience
Work History
Personal Lines Client Account Manager
Brown & Brown
Carmel, IN
06.2025 - Current
- Provide positive, prompt, and accurate service to clients.
- Market new and renewal business.
- Evaluate premiums, prepare proposals, and presentation packets to maintain underwriting and marketing information by carrier.
- Coordinate account reviews with clients to discuss future needs.
- Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Client Account Manager
Walker Hughes
Noblesville, IN
05.2023 - 06.2025
- Managed an established book of business by solidifying and growing client relationships.
- Assisted clients with questions and issues to resolve problems concerning their insurance policies as well as servicing requests (i.e. payments, endorsements, evidence of insurance).
- Completed new sales opportunities generated by an existing book of business and other referral sources.
Account Coordinator
Kar Global
Carmel, IN
11.2021 - 05.2023
- Conducted title servicing processing with the purpose of ensuring client services, agreements, and standards were met.
- Maintained and updated files accordingly.
- Reviewed accounts to ensure proper documentation was received to close accounts.
- Managed client inquiries and ensured timely resolution of issues to enhance customer satisfaction.
Education
Associate of Science - Marketing
DACC
DanvilleNo Degree - Property And Casualty Insurance License
Indiana Department of Insurance
Indianapolis, INSkills
- Customer engagement
- Account development
- Goal oriented
- Customer retention
- Relationship building
- Organizational skills
Timeline
Personal Lines Client Account Manager
Brown & Brown
06.2025 - Current
Client Account Manager
Walker Hughes
05.2023 - 06.2025
Account Coordinator
Kar Global
11.2021 - 05.2023
Associate of Science - Marketing
DACC
No Degree - Property And Casualty Insurance License
Indiana Department of Insurance