Katie Burns
Clifton Springs,NY
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Manager
J. J. Wolfe Insurance Agency
03.2025 - Current
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Streamlined internal processes for better efficiency in account management tasks.
Account Manager
Christopher Williams Agency
09.2024 - 12.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Collaborated with sales team to identify potential upsell opportunities and expand portfolio’s.
Account Manager
Canandaigua Insurance Agency
09.2023 - 09.2024
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Fostered detailed understanding of product offerings, enabling effective communication of features and benefits to clients.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Account Manager
C.S. Burrall & Son
11.2022 - 09.2023
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Account Manager
State Farm
02.2021 - 11.2022
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Improved overall team productivity by implementing best practices in organization and time management.
Education
High School Diploma -
Milford High School
Highland, MISkills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Documentation and reporting
- Sales reporting
- Revenue generation
- CRM proficiency
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Policy writing
- Account servicing
- Upselling
Certification
- Property and Casualty License - New York Department of Insurance.
- Licensed Insurance Agent/Broker - New York Department of Insurance.
Timeline
Account Manager
J. J. Wolfe Insurance Agency
03.2025 - Current
Account Manager
Christopher Williams Agency
09.2024 - 12.2024
Account Manager
Canandaigua Insurance Agency
09.2023 - 09.2024
Account Manager
C.S. Burrall & Son
11.2022 - 09.2023
Account Manager
State Farm
02.2021 - 11.2022
High School Diploma -
Milford High School
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