Katie Hull
Forest Lake,MN
Summary
Results-driven Client Manager known for high productivity and efficient task completion. Possess specialized skills in client relationship management, strategic planning, and problem-solving. Excel in communication, teamwork, and adaptability, ensuring exceptional service delivery in fast-paced environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Manager
Cox Insurance Associates
Roseville, MN
08.2022 - 06.2024
- Developed and maintained strong relationships with clients to ensure customer satisfaction.
- Managed client accounts, including conducting regular reviews and providing strategic advice.
- Maintained accurate records of all interactions with customers including emails, phone conversations.
- Processed endorsements accurately and efficiently
- Quoting new lines, remarketing existing accounts.
- Held renewal meetings with suggestions and advice on upcoming renewals.
Account Manager
HomeServices Insurance
New Brighton, MN
04.2018 - 08.2022
- Managed multiple accounts simultaneously while meeting deadlines.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Utilized problem-solving skills when dealing with difficult customers.
- Efficiently processed endorsements in a timely manner.
- Quote new lines and remarket existing business.
- Contributed to the Epic implementation training team
Customer Service Representative
Greg Gayno Agency
Circle Pines, MN
09.2017 - 01.2018
- Provided excellent customer service by listening attentively to customers' needs.
- Answered customer inquiries regarding products, services.
- Quoted new business
- Efficiently processed endorsements in a timely manor
- Entering in paper files to agency management system.
Education
High School Diploma -
Union High School
Tulsa, OK05-2004
Skills
- Client Services
- Customer Billing
- Account Management
- New Business Development
- Wide range of insurance carriers underwriting guidelines and systems
- Organization
- Time management
- Personable
Certification
- Licensed in P & C , Life. Renewed License 6/2024
Timeline
Client Manager
Cox Insurance Associates
08.2022 - 06.2024
Account Manager
HomeServices Insurance
04.2018 - 08.2022
Customer Service Representative
Greg Gayno Agency
09.2017 - 01.2018
High School Diploma -
Union High School
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