Karyn Kirk
Summary
Experienced account manager with over 20 years of expertise in commercial account management and client services within the insurance industry. Skilled in cultivating enduring client relationships, resolving intricate issues, and fostering account retention and growth. Proficient in various CRM platforms, including Epic, TAM, AMS, Applied, and Microsoft Office Suite. Strong organizational, communication, and problem-solving skills to excel in a remote, fast-paced work environment.
Overview
23
23
years of professional experience
1
1
Certificate
Work History
Commercial Account Manager
Patra Corp
10.2022 - 03.2025
- Managed a portfolio of small commercial client accounts, ensuring comprehensive service and proactive policy management to maximize client satisfaction and retention.
- Cultivated and strengthened client and company business relationships through consistent communication, proactive engagement, and a focus on building lasting partnerships.
- Successfully retained and managed a diverse portfolio of commercial insurance policies, including service center, non-service center, and surplus lines, ensuring accurate and efficient handling.
- Identified and pursued account rounding opportunities within the existing client portfolio to drive revenue growth and enhance client relationships.
- Collaborated with internal teams to market insurance solutions for renewals and new business opportunities, aligning client needs with appropriate coverage.
- Maintained accurate and up-to-date client and policy information within the agency management system ensuring data integrity and efficient workflow.
- Efficiently managed and coordinated the end-to-end processing of renewals, certificates of insurance, endorsements, audits, cancellations, auto ID cards, binders, and summaries of insurance, collaborating effectively with the team to ensure accuracy and timely delivery.
- Proactively communicated with clients to inform and educate them on policy coverages, changes, and exclusions, providing tailored recommendations to address their evolving insurance needs and strengthen trust.
- Demonstrated proficiency in utilizing technology-based tools and solutions to enhance efficiency and client service delivery.
- Applied strong analytical and critical thinking skills to work processes and client communications, ensuring clarity, accuracy, and effective solutions.
Commercial Service & Sales Agent (CISR)
McCarthy Insurance Group, Inc.
07.2020 - 09.2022
- Provided comprehensive service and support to commercial property and casualty insurance clients, building strong rapport and addressing their needs effectively.
- Effectively managed client inquiries, providing timely and accurate information and resolving issues to ensure high levels of customer satisfaction.
- Cultivated strong client relationships through proactive communication and a commitment to understanding their insurance requirements.
- Collaborated with producers to cross-sell and upsell insurance products, identifying opportunities to enhance client coverage and drive business growth.
- Utilized a multi-line phone system to efficiently manage client communications and schedule appointments.
- Prepared presentations and proposals to effectively communicate insurance solutions to clients.
Customer Service Agent (CISR)
Dan Berry Insurance Agency, Inc.
07.2018 - 07.2020
- Provided service and support for Commercial property and casualty insurance clients, ensuring their needs were met promptly and efficiently.
- Managed client communications via a multi-line phone system and scheduled appointments effectively.
- Prepared presentations and collected payments accurately.
- Successfully produced and cross-sold insurance products, contributing to business growth.
Customer Service Agent (CSA)
TCU Insurance Agency, LLC
03.2011 - 07.2018
- Provided comprehensive service and support in all aspects of commercial insurance.
- Managed client communications via a multi-line phone system and scheduled appointments.
- Prepared presentations and collected payments accurately.
- Successfully produced and cross-sold insurance products, contributing to business growth.
Customer Service Agent (CSA)
Dan Berry Insurance Agency, Inc.
12.2001 - 03.2011
- Provided service and support for health, accident & life insurance, property, and casualty insurance clients.
- Managed client communications via a multi-line phone system and scheduled appointments.
- Prepared presentations and collected payments accurately.
- Successfully produced and cross-sold insurance products, contributing to business growth.
Education
High School Diploma -
Mishawaka
Skills
- Technical Skills: CRM Platforms (TAM, AMS, Applied), Microsoft Office Suite (Excel, Word, PowerPoint), Rating Software (BCE Software Rating Software), Adobe, Internet Explorer, Outlook, In-House Software, etFile, 10-line phone system, Data Entry, Record Keeping
- Professional Skills: Account Management, Client Relationship Management, Customer Service, Problem-Solving, Conflict Resolution, Communication (Written & Verbal), Negotiation, Prioritization, Organization, Time Management, Teamwork, Collaboration, Attention to Detail, Client Retention, Cross-Selling
- Deal closing
- Client relationship building
- Brand awareness
- Client acquisition
- Relationship management
- CRM proficiency
- Performance tracking
Accomplishments
Rookie of the year 2023
Voted Top 3 Commercial Agents in Michiana 2020
State Volleyball Champion 1988
Certification
- Property & Casualty Insurance Licensed Property & Casualty In
- Certified Insurance Service Representative (CISR)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Rookie of the Year 2023
- Awarded Rookie of the Year (2022) for outstanding performance, leadership, and contributions as a new team member with Patra corp
- Demonstrated exceptional ability to learn quickly, adapt to company processes, and deliver results ahead of expectations.
- Played a key role in [mention any specific project or achievement], contributing to company success and team growth.
Timeline
Commercial Account Manager
Patra Corp
10.2022 - 03.2025
Commercial Service & Sales Agent (CISR)
McCarthy Insurance Group, Inc.
07.2020 - 09.2022
Customer Service Agent (CISR)
Dan Berry Insurance Agency, Inc.
07.2018 - 07.2020
Customer Service Agent (CSA)
TCU Insurance Agency, LLC
03.2011 - 07.2018
Customer Service Agent (CSA)
Dan Berry Insurance Agency, Inc.
12.2001 - 03.2011
High School Diploma -
Mishawaka
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