Kimberly
Kennewick,WA
Summary
Dynamic Account Manager with a proven track record at Jms Insurance Agency, excelling in client relations and customer satisfaction. Expert in account oversight and issue resolution, fostering long-term relationships that enhance loyalty. Adept at anticipating client needs and delivering exceptional service, ensuring high retention rates and successful account management.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
32
32
years of professional experience
Work History
Account Manager
Jms Insurance Agency/Graybeal Group Inc
07.2015 - 01.2025
- Boosted customer satisfaction with timely fulfillment of requests.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Resolved escalated issues swiftly, retaining valuable clients.
- Built trust and loyalty among clients through sustained relationships with key stakeholders.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Maintained comprehensive documentation of daily operations within digital customer database.
- Delivered thorough and amiable service to customers from browsing to buying.
Account Manager
Wheatland Insurance Ageny
01.2001 - 05.2015
- 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.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Bank Teller/New Accounts Representative
Bank of Eastern Oregon
12.1999 - 11.2001
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
CSR, Sales
Farmers Insurance Agency
10.1992 - 11.1999
- Built strong relationships with clients, leading to repeat business and referrals.
- Managed a high volume of inbound calls while maintaining a professional demeanor under pressure.
- Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
- Developed an in-depth understanding of product offerings to better assist customers with their purchasing decisions.
Education
CIC Designation -
National Alliance - Certified Insurance Counselor
Portland, OR2006
P & C License -
Barrett Insurance School
Portland, OR1993
High School Diploma -
McMinnville High School
McMinnville, OR06.1983
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Client relationship management
- Customer satisfaction
- Relationship building
- Goal oriented
- Relationship building and management
- Account oversight
- Documentation and reporting
- Upselling
- Account servicing
- Client development
- New account creation
- Client meetings
- Account servicing skills
- Cost reviewing
- Account verification
- Employee mentoring
- Vendor relations
- Customer needs assessment
- Client rapport
- Issue resolution
- Client relationship building
Timeline
Account Manager
Jms Insurance Agency/Graybeal Group Inc
07.2015 - 01.2025
Account Manager
Wheatland Insurance Ageny
01.2001 - 05.2015
Bank Teller/New Accounts Representative
Bank of Eastern Oregon
12.1999 - 11.2001
CSR, Sales
Farmers Insurance Agency
10.1992 - 11.1999
CIC Designation -
National Alliance - Certified Insurance Counselor
P & C License -
Barrett Insurance School
High School Diploma -
McMinnville High School
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