Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelly Bramwell

Parker,CO

Summary

Resourceful Personal Lines Account Manager known for high productivity and efficient task completion. Specialize in managing client portfolios, policy endorsements, and renewals. Display strong competency in cultivating relationships with both clients and insurance carriers, demonstrating clear communication, problem-solving, and adaptability skills. Proven track record of developing tailored insurance solutions that meet individual client needs, while positively impacting business growth and retention.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

JJ Insurance
Denver, CO
09.2019 - Current
  • Manage personal lines insurance policies for diverse client needs.
  • Develop relationships with clients to understand their insurance requirements.
  • Review policy applications for accuracy and completeness before approval.
  • Provide expert advice on coverage options and risk management strategies.
  • Coordinate with underwriters to ensure timely processing of applications.
  • Conduct periodic reviews of existing policies to determine if coverage should be modified or renewed.
  • Maintain detailed records of client interactions and policy updates.
  • Train junior staff on best practices in customer service and policy management.
  • Collaborate with the claims department to assist clients during the claims process.
  • Track renewal dates for all personal lines accounts, and provide timely reminders to customers prior to the expiration date.
  • Research industry trends and developments to keep up to date on regulations affecting personal lines accounts.
  • Develop appropriate quotes based on risk information.
  • Achieve repeat business and referrals through personalized services.
  • Leverage industry trends to shape solutions and approaches.
  • Help increase client retention and foster long-term client relationships with exceptional customer service.
  • Main contact for employees when any issues with Adobe PDF, Microsoft Word, or Excel arise. Provide efficient solutions to optimize employees' workflow.
  • Receive and send out all personal and commercial lines mail. Put together folders, policy/renewal proposals, and binders for clients when required.
  • Univerge Blue Connect Agency Phone System Admin: The main contact for employees when any technical issues or inquiries arise with the phone system at the office. In charge of changing the auto-attendant for all holidays, closures, and changes to the office schedule.

Applied Epic Agency Management System Admin

JJ Insurance
Denver
09.2019 - Current
  • Manage user access and roles within the learning management system.
  • Develop training materials for system navigation and user engagement.
  • Identify areas for improvement within the system and develop new strategies for implementation.
  • Set up user accounts, permissions and passwords and defined network policies and procedures.
  • Provide technical support to users for troubleshooting issues.
  • Facilitate onboarding sessions for new users of the learning management system.
  • Coordinate with IT personnel to troubleshoot system errors and maintain optimal performance.
  • Work successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Utilize various software and tools to streamline processes and optimize performance.

Marketing Manager

JJ Insurance
01.2020 - Current
  • Manage and set up email campaigns for the agency.
  • Designed and managed a new company logo.
  • Manage and build email signatures for the agency.
  • Work directly with marketing vendors to manage the company's Facebook and Instagram pages.
  • Work directly with marketing vendors to manage the company's website, make changes, and stay informed on website SEO.

Education

High School Diploma -

DCHS International Baccalaureate Programme
Castle Rock

Skills

  • Manage renewals
  • Sell policies
  • Billing procedures
  • Adaptability and flexibility
  • Client consultations
  • Underwriter collaboration
  • Cross-selling
  • Professional demeanor
  • Social media management
  • Email marketing
  • Client relationship management
  • Personal lines customer service
  • Commercial lines customer service
  • Critical thinking
  • Customer retention
  • Interpersonal communication
  • Update records
  • Insurance sales strategy
  • SEO practices
  • Document preparation
  • Team collaboration
  • Technical support
  • Problem solving
  • Training development
  • Team player with positive attitude
  • Manage office conflict

Certification

  • P & C Insurance License

Timeline

Marketing Manager

JJ Insurance
01.2020 - Current

Personal Lines Account Manager

JJ Insurance
09.2019 - Current

Applied Epic Agency Management System Admin

JJ Insurance
09.2019 - Current

High School Diploma -

DCHS International Baccalaureate Programme

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