Jaimie Browning
Highlands Ranch,CO
Summary
Dynamic Client Support Specialist with a proven track record at Collective Insurance Group, excelling in client management and policy evaluation. Adept at utilizing CRM systems and fostering strong relationships through proactive communication. Committed to delivering tailored insurance solutions that meet diverse client needs while optimizing workflows for efficiency.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Support Specialist
Collective Insurance Group
Lone Tree, USA
05.2025 - Current
- Managed client insurance portfolios, delivering tailored coverage solutions.
- Collaborated with underwriters to evaluate risks and define policy terms.
- Educated clients on insurance products and conditions through effective communication.
- Developed strong client relationships via regular support and engagement.
- Communicated and advised customers via phone, email, and messaging to ensure account information is accurate and complete.
- Utilized EZLynx software for account management and workflow optimization.
Licensed Insurance Sales Professional
American Family Insurance
Remote, USA
05.2022 - 05.2025
- Facilitated clients' understanding of personal insurance needs by explaining coverages and options.
- Nurtured strong client relationships through proactive communication strategies.
- Identified coverage gaps for clients, ensuring comprehension of insurance requirements.
- Delivered exceptional customer service while managing a remote workflow efficiently.
- Leveraged CRM systems to track client interactions and gather insights.
Licensed Insurance Advisor
Hagerty
Remote, USA
05.2020 - 05.2022
- Supported clients with specialty auto insurance for classic and collector vehicles.
- Handled 30+ inbound calls per day with high accuracy and professionalism.
- Built rapport through personalized service and clear communication.
- Issued new policies, processed updates, and distributed policy documents efficiently.
- Thoroughly explained coverages to ensure clients selected policies that fully met their needs.
Ophthalmologist Technician
Visionaire Eye Consultants
Castle Rock, Colorado
05.2015 - 05.2020
- Obtained medical history and documented symptoms to prepare patients for examinations.
- Provided assistance to ophthalmologists during eye examinations and minor procedures.
- Administered prescribed eye drops and medications, including diagnostic and anesthetic agents.
- Instructed patients on medication usage, treatment plans, and aftercare instructions.
- Conducted administrative duties like patient communication and insurance verification as needed.
Education
High School Diploma -
Abilene High School
Abilene, TX01.2001
Skills
- Client management and CRM utilization
- Policy evaluation and insurance knowledge
- Workflow optimization
- Microsoft Office Suite
- Collaboration tools (Slack, Teams, Zoom)
- Zendesk expertise
Certification
- Licensed Property & Casualty Producer
- Licensed Life Insurance Producer
Timeline
Client Support Specialist
Collective Insurance Group
05.2025 - Current
Licensed Insurance Sales Professional
American Family Insurance
05.2022 - 05.2025
Licensed Insurance Advisor
Hagerty
05.2020 - 05.2022
Ophthalmologist Technician
Visionaire Eye Consultants
05.2015 - 05.2020
High School Diploma -
Abilene High School