Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
References
Timeline
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Kathleen Brabo

Novato,CA

Summary

People-oriented team leader successful in monitoring performance and motivating members. Well versed in managing the daily direction of the team. Collaborative and resourceful professional dedicated to developing and delivering creative solutions.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Team Leader/Senior Account Manager

Acrisure West - Personal Insurance Division
Santa Rosa
07.2019 - Current
  • Providing exceptional customer service to high net and mid-market accounts.
  • Managing $215k in revenue
  • Job duties consist of but not limited to: Remarketing, Binders, Endorsements, Audits, Claims, Advocacy, New Business, meeting annual sales goals, Policy issuance, Cross – Selling, Account Review, Client Meetings
  • Developed strategies for problem solving and conflict resolution among team members.
  • Established clear expectations for employees, providing guidance when needed.
  • Assisted with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
  • Coordinated team activities and delegated tasks to ensure efficient completion of projects.
  • Participated in regular meetings with senior leadership to provide updates on team progress.
  • Resolved customer complaints in an effective manner while maintaining a high level of customer service.
  • Maintained a positive work environment that promoted collaboration between team members.
  • Conducted regular performance reviews to assess individual team member progress.
  • Provided coaching and feedback on employee performance, encouraging professional development.
  • Reviewed completed work to verify consistency, quality, and performance.
  • Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
  • Championed the adoption of new technologies to improve team productivity and service delivery.
  • Maintained open lines of communication with senior management, reporting team progress and challenges.
  • Offered training and support to keep team members motivated and working toward objectives.
  • Identified needs of customers promptly and efficiently.

General Office Manager/Senior Account Manager

Costello & Sons/HUB International
San Rafael, California
07.2000 - 07.2019
  • Provided exceptional customer service to private clients
  • Managed a $500K-$750k revenue book of commercial and personal accounts, average account size of $10K, largest account $200K
  • Job duties consist of but not limited to: Remarketing, Binders, Endorsements, Audits, Claims, Advocacy, New Business, meeting annual sales goals, Policy issuance, Cross – Selling, Account Review, Client Meetings
  • Monitored customer service activities to ensure quality standards are met at all times.
  • Managed and maintained office supplies inventory to ensure adequate stock levels at all times.
  • Assisted in the hiring process by screening resumes, conducting interviews, and making recommendations for new hires.
  • Coordinated meetings with vendors, clients, and other personnel as needed.

Education

Professional Bridal Consultant Diploma - Professional Bridal Consultant

Penn Foster Career School
Scranton, PA
03-2007

Some College (No Degree) - Psychology

College of Marin
Greenbrae, CA

Skills

  • Staff Development
  • Coaching & Mentoring
  • Team Supervision
  • Leadership
  • Account Management
  • Performance Monitoring
  • Teamwork and Collaboration
  • Client Service
  • Critical Thinking
  • Conflict Resolution
  • Problem-Solving
  • Work Planning and Prioritization
  • Coaching and Mentoring

Affiliations

I am a well-rounded individual who is committed to personal and professional growth. My ability to balance different aspects of my life has allowed me to excel in various areas while maintaining a healthy work-life balance. I believe that this well-roundedness gives me a unique perspective and enables me to bring diverse skills and experiences to any role or project.

In addition to my role as a team leader, I have pursued my passion for bridal consulting and achieved a Professional Bridal Consultant Career Diploma. This certification has equipped me with the knowledge and skills to assist clients in planning and executing their wants and needs with attention to detail and personalized touches.

Furthermore, I am also an ordained minister. This role allows me to bring a unique perspective to my interactions with clients.

Certification

  • California Property and Casualty License - Issued 5/2001
  • Hartford School of Insurance/Personal Lines Development Program - Issued 6/2013
  • Personal Lines Coverage Specialist (PLCS) - Issued 6/2013
  • Personal Lines Insurance Certification (PLIC) - Issued 8/2020

Languages

English
Professional
Haitian Creole
Professional

References

References available upon request.

Timeline

Team Leader/Senior Account Manager

Acrisure West - Personal Insurance Division
07.2019 - Current

General Office Manager/Senior Account Manager

Costello & Sons/HUB International
07.2000 - 07.2019

Professional Bridal Consultant Diploma - Professional Bridal Consultant

Penn Foster Career School

Some College (No Degree) - Psychology

College of Marin
Kathleen Brabo