Katie Buckley
Sneads
Summary
Detail-oriented Account Manager with a proven track record in client relationship management and account oversight. Known for enhancing customer satisfaction through effective communication and proactive issue resolution.
Dedicated in managing diverse client portfolios. Expertise in policy management and client retention, with strong organizational skills and a commitment to accuracy, ensuring timely responses to inquiries and seamless account updates.
Developed strong communication and problem-solving abilities in fast-paced service environment. Proven track record of managing and resolving customer inquiries efficiently and effectively. Seeking to transition into new field where these skills can be leveraged to enhance team performance and customer satisfaction.
Offering positive attitude and genuine interest in helping others, ready to thrive in customer-focused environment. Brings ability to quickly learn company products and services, ensuring accurate and efficient customer support. Ready to use and develop communication and problem-solving skills.
Overview
10
10
years of professional experience
Work History
Account Manager / Customer Service Specialist
Infinity Insurance & Consulting
San Antonio, TX
07.2024 - 06.2026
- Managed client accounts, ensuring satisfaction through proactive communication and issue resolution.
- Build and maintain strong customer relationships to increase client retention and satisfaction.
- Manage a portfolio of client accounts and serve as the primary point of contact for policyholders.
- Assist clients with policy inquiries, coverage explanations, renewals, and account updates.
- Process policy changes, claims inquiries, and billing requests accurately and timely.
- Maintain accurate records and documentation in company systems.
- Collaborated with underwriting teams to streamline policy issuance and enhance turnaround times.
- Performed pre-audit and post-audit reviews for group insurance accounts, ensuring accuracy, compliance, and timely resolution of discrepancies.
- Prepared open enrollment documentation and managed the processing of employee benefit elections.
Lead Sales Merchandiser
Robbi's Distributing
San Antonio
05.2016 - 07.2024
- Executed product placement strategies to enhance visibility and drive sales growth.
- Collaborated with retail teams to optimize inventory management and ensure stock availability.
- Conducted market research to identify trends and consumer preferences, adjusting displays accordingly.
- Trained new team members on merchandising standards and best practices for effective execution.
- Maximized shelf space utilization by optimizing product displays, leading to increased product visibility.
- Increased sales by establishing strong relationships with clients and understanding their needs.
- Conducted regular store visits to ensure proper execution of merchandising strategies, maintaining a professional store appearance.
- Improved inventory management through accurate forecasting and ordering, reducing stock-outs and overstocks.
Education
Childhood Education EC K-6th
San Antonio College
San Antonio, TX08-2017
Skills
- Account management
- Multitasking in fast-paced environments
- Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Demonstrates strong accountability and responsibility
- Teamwork and collaboration
- Client relationship management
- Relationship building
- Self-motivated
- Strong work ethic
- Goal oriented
- Account oversight
- Open Enrollment Management
- Email & phone communication
- Management collaboration
- Active listening
- Data entry
- Microsoft Excel and Outlook
- Visual merchandising
- Promotional planning
- Friendly and outgoing
- Reliable and punctual
- Customer service
- Time management
- Ordering and purchasing
Timeline
Account Manager / Customer Service Specialist
Infinity Insurance & Consulting
07.2024 - 06.2026
Lead Sales Merchandiser
Robbi's Distributing
05.2016 - 07.2024
Childhood Education EC K-6th
San Antonio College