Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Deborah Styer

Inwood

Summary

Dynamic Senior Relationship Manager at The Baldwin Group with a proven track record in client retention and risk assessment. Expert in fostering meaningful client relationships and delivering tailored insurance solutions. Adept at project management and effective communication, driving growth and satisfaction in high net worth portfolios.

Overview

26
26
years of professional experience

Work History

Senior Relationship Manager

The Baldwin Group
Leesburg
11.2018 - Current
  • Manage complex portfolios for high net worth clients.
  • Present private risk management renewal reviews and proposals tailored to their unique lifestyles and goals
  • Advise on complex risk exposures
  • Maintained highest client retention for our division.
  • Combines risk assessment capabilities with exceptional communication skills

Multiple Line Insurance Agent

Keith Florczyk Agency
Ashburn
01.2015 - 11.2018
  • State Farm multiple line rep specializing in customer service to existing policyholders.
  • Helped to grow the agency through meaningful client relationships
  • Developed and maintained client relation ships to drive retention and growth.
  • Resolved complex customer issues.

Office Manager

Robert Champney Insurance Agency
Sterling
09.1999 - 01.2015
  • Processed payroll accurately ensuring all employees were paid on time.
  • Managed a State Farm Insurance Agency
  • Provided insurance solutions for clients personal insurance needs.
  • Property & Casualty, Commercial lines, Life and Health and Deposits and Lending.

Education

AFIS

WebCE
Online
08-2024

Education

Pennsylvania State University
University Park, PA

Skills

  • Client relationship management
  • Customer service excellence
  • Effective communication skills
  • Risk assessment and mitigation
  • Team training
  • Team
  • Regulatory compliance knowledge
  • Organizational efficiency
  • Stress management techniques

References

References available upon request.

Timeline

Senior Relationship Manager

The Baldwin Group
11.2018 - Current

Multiple Line Insurance Agent

Keith Florczyk Agency
01.2015 - 11.2018

Office Manager

Robert Champney Insurance Agency
09.1999 - 01.2015

AFIS

WebCE

Education

Pennsylvania State University
Deborah Styer