Dynamic Account Manager with proven expertise in client relations and contract negotiation. Skilled at identifying opportunities and enhancing customer engagement to drive retention and revenue growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Account Manager
State Farm Agency-Denise Garcia
Prairie Village, Kansas
11.2014 - 12.2025
Advised clients on insurance needs and tailored coverage options based on unique requirements.
Identified cross-selling opportunities for additional policies or services, contributing to increased client retention and revenue.
Developed strong client relationships that fostered loyalty and encouraged repeat business.
Conducted customer needs assessments to identify optimal coverage levels and options, enhancing client satisfaction.
Processed policy changes, renewals, cancellations, and claims accurately and promptly.
Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
Resolved disputes between customers and insurers by researching and interpreting policy language.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Researched complex underwriting issues and provided solutions for customers' satisfaction.
Account Manager
State Farm Agency- Harv Haeker
Overland Park, Kansas
02.2008 - 11.2014
Managed client accounts and maintained strong relationships with policyholders.
Acted as main point of contact in matters relating to client concerns and needs.
Guided clients through insurance products and services tailored to their needs.
Resolved client inquiries and issues promptly, ensuring high satisfaction levels.
Developed strategies to increase revenue from existing accounts.
Collaborated with internal teams to streamline policy processing and claims handling.
De-escalated customer interactions by providing alternative solutions to issues.
Drafted proposals outlining services, costs, and benefits for prospective customers.
Developed and executed strategic plans to penetrate new markets and acquire new clients.
Education
High School Diploma -
Blue Valley West High School
Overland Park, KS
05-2003
Some College (No Degree) - General
Johnson County Community College
Overland Park, KS
Skills
Account management
Client relations
Client development
Contract negotiation
Upselling techniques
Lead generation
Opportunities identification
Market analysis
Product positioning
Customer engagement
Compliance requirements
Teamwork and collaboration
Conflict resolution
Proficient in Salesforce
Staff training
Compliance
Sales professional
Board relations
Certification
Property & Casualty-residence license (KS)
Life & Health-residence license (KS)
Crop & Property-residence license (KS)
Affiliations
Tomahawk Elementary PTO President July 2016 to current Budget Management: Managed a $30,000+ annual budget for school activities, annual events, field trips, teacher grants and legacy purchases. Yearly evaluation of district and building level budget fluctuations. 501c3 compliance: tax filing, by-laws revision and compliance, bi-annual insurance risk reviews. Event Planning: Direct multiple annual fundraising events along with teams of volunteers for each one. Planning and coordination of field trips throughout the year for 365 children and 65 staff. Leadership: Ran monthly meetings with up to 30 parents to discuss goals and review committee responsibilities. Ran regular board meeting to stay on top of our commitments to our community. Communication: Wrote monthly email newsletter to 250 families to share news and events for our organization. Posting frequently to social media as well as admin for our social media pages.
Olathe East Football Booster Board Secretary & fundraiser chair June 2026 to current