Jennifer Merkle
Denver,CO
Summary
- Accomplished and experienced professional with 15+ years of insurance experience focused on high-level customer service and client advocacy seeking continued growth within the insurance industry. Possess educational background and practical career experience for a position requiring skills related to:
- Build and maintain strong client relationships
- Networking based on trust and collaboration
- Database management; Excel proficiency
- Complex organizational and planning skills
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Service Specialist
Holmes Murphy & Associates
10.2022 - 11.2024
- Provided knowledgeable service and support for all customer needs.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Delivered exceptional customer service through timely responses and personalized follow-up communications.
Membership and Event Manager
Colorado Safety Association (CSA)
01.2018 - 01.2020
- As the Membership and Event Manager with CSA, I am responsible for the retention of our members, as well as, adding new members
- I am responsible for building these relationships with various members
- I work directly with our Executive Director on the planning of our Health and Safety Conference
- I develop the theme and manage the details for our 150+ attendees
- Another key component of my position is to maintain relationships with our 13 broker partners that are in the Pinnacol Safety Group
- Partnering with our brokers grows the safety group and safety training for their clients
Account Manager
Lockton Companies, LLC (Mountain West Series)
01.2013 - 01.2018
- As Account Manager, I am responsible for our complete book of business, the organization, and the drive of each renewal
- I am responsible for the relationship with the client and the first point of contact
- As a team, we work on client renewal presentations; including loss summaries, premium comparisons, and review of coverage
- Meet with insurance carriers to stay informed on current trends and appetites of the markets
- Accomplishments include:
- Coach to new hires
- We Live Service Award
- The Employee of the Month
- Professional Designations: AIS and AINS
- Toastmasters/Public Speaking
- Emerging Leaders Council Steering Committee
Account Administrator
Lockton Companies, LLC (Mountain West Series)
01.2007 - 01.2013
- Coordinated invoicing activities to ensure prompt payment from clients while minimizing errors or delays.
- Collaborated with cross-functional teams to support the achievement of company goals.
- Supported management by processing invoices and documents with consistent on-time delivery.
Account Representative Assistant
HRH of Colorado
01.2001 - 01.2006
- Assisted Customer Service Representatives with policy renewal and audits, including reviewing policies, issuing certificates, ordering appropriate endorsements, invoicing, and claim review
- Accomplishments include:
- First person to participate in an intern program, resulting in the continued implementation of a training program to teach the foundation of insurance to new hires at an entry-level position
Education
BA - Political Science, Business
Metropolitan State College of Denver
Denver, CO01.2007
Skills
- Client relationship management
- Networking
- Database management
- Excel proficiency
- Organizational skills
- Planning skills
- Creative solutions
- Strong empathy
Communityleadership
- Mile High United Way Emerging Leaders Steering Committee, 01/01/15, Present
- Judi's House, Grieving center for children who have experienced loss, 01/01/07, Present
- Brent's Place, Support group for children with cancer, 01/01/00, 12/31/09
- Blazer Buddies, Mentor program for underprivileged elementary school children, 01/01/97, 12/31/01
Certification
Colorado Insurance License #771095
AINS Certification
Timeline
Client Service Specialist
Holmes Murphy & Associates
10.2022 - 11.2024
Membership and Event Manager
Colorado Safety Association (CSA)
01.2018 - 01.2020
Account Manager
Lockton Companies, LLC (Mountain West Series)
01.2013 - 01.2018
Account Administrator
Lockton Companies, LLC (Mountain West Series)
01.2007 - 01.2013
Account Representative Assistant
HRH of Colorado
01.2001 - 01.2006
Colorado Insurance License #771095
AINS Certification
BA - Political Science, Business
Metropolitan State College of Denver
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