Barb Campbell
Weatherford
Summary
Detail-oriented team player with exceptional communication and management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Private Client Advisor
PFS Insurance Group
07.2017 - 05.2025
- Delivered exceptional customer service, promptly addressing inquiries and resolving complex issues.
- Implemented effective referral programs that consistently generated new leads for high net worth clientele acquisition efforts.
- Managed sensitive client data securely, maintaining confidentiality at all times per legal requirements and best practices.
- Navigated challenging market conditions skillfully; provided insightful guidance to clients during periods of market volatility.
- Developed strong relationships with clients, ensuring their long-term trust and loyalty to the firm.
- Responsible for growing my book of business over 300% in the first year and an average of 50% growth year over year since 2020.
- Received the Diamond Award in both 2023 and 2024 for exceeding production goals.
Personal Lines Advisor
State Farm Insurance
03.2015 - 07.2017
- Exceeded company expectations for customer service ratings by consistently providing prompt, accurate and courteous assistance to clients.
- Collaborated with underwriters to negotiate favorable terms and conditions for clients policies.
- Assisted in training new team members on company procedures and best practices, resulting in improved overall performance.
- Conducted comprehensive reviews of clients insurance needs, recommending appropriate coverage adjustments.
- Developed strong relationships with clients, leading to higher levels of trust and loyalty.
- Streamlined the policy renewal process for increased efficiency and better client retention.
Personal Lines Advisor
Farm Bureau Insurance
09.2012 - 03.2015
- Agency principal specializing in farm and ranch insurance
- Managed a diverse portfolio of personal lines accounts, ensuring optimal coverage and pricing.
- Promoted client retention by offering personalized solutions tailored to individual needs and life changes.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
Education
Accounting/Business Management
University of Northern Colorado
Greeley, CO05-1988
Accounting/Business Management
Pikes Peak Community College
Colorado Springs, CO05-1985
General Education
Burlington High School
Burlington, CO05-1984
Skills
- Insurance planning
- Client relationship management
- Customer consultations
- Client retention strategies
- New business development
- Teamwork and collaboration
- Attention to detail
- Organizational skills
Certification
Certified Private Risk Insurance Advisor
Timeline
Private Client Advisor
PFS Insurance Group
07.2017 - 05.2025
Personal Lines Advisor
State Farm Insurance
03.2015 - 07.2017
Personal Lines Advisor
Farm Bureau Insurance
09.2012 - 03.2015
Accounting/Business Management
University of Northern Colorado
Accounting/Business Management
Pikes Peak Community College
General Education
Burlington High School
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