Kaitlin A Dutremble
Killingly,CT
Summary
Results-driven insurance professional prepared to excel as Personal Lines Account Manager. Known for enhancing client satisfaction and maintaining long-term relationships through effective communication and problem-solving. Reliable team player with strong focus on adapting to changing client needs and contributing to collective success. Proficient in policy analysis, risk assessment, and customer service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Brynes Agency
394 Lake Rd, Dayville, CT 06241
07.2022 - Current
- Managed a complex book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance goals consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
Bank Teller Supervisor
Centerville Bank
125 Wauregan Rd, Danielson, CT 06239
12.2020 - 07.2022
- Improved customer satisfaction by efficiently managing teller transactions and addressing customer inquiries.
- Enhanced branch operations through effective management of daily bank teller activities and workflow prioritization.
- Increased overall efficiency by implementing new procedures for cash handling, balancing, and discrepancy resolution.
- Promoted cross-selling efforts by educating staff on bank products and services, resulting in increased sales.
- Built trusting relationships with customers through attentive listening skills, insightful problem-solving abilities, and empathetic service approach.
- Increased account retention with proactive outreach efforts targeting existing customers facing potential account closure or dissatisfaction issues.
Banker
Berkshire Bank
536 Providence Rd, Brookly, CT 06234
01.2020 - 12.2020
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Education
High School Diploma -
Killingly High School
Dayville, CT 06-2019
Skills
- Insurance knowledge
- Attention to detail
- Excellent communication
- Teamwork and collaboration
Certification
- Property and Casualty License - 2022
- CT Insurance Professional - 2022
Timeline
Personal Lines Account Manager
Brynes Agency
07.2022 - Current
Bank Teller Supervisor
Centerville Bank
12.2020 - 07.2022
Banker
Berkshire Bank
01.2020 - 12.2020
High School Diploma -
Killingly High School