Kimberly Arfman
Council Bluffs,IA
Summary
Dynamic Commercial Insurance Account Manager at Smith Davis Insurance, recognized for enhancing operational efficiency and delivering tailored risk management solutions. Proven negotiation skills and expertise in commercial lines led to increased client satisfaction and revenue growth. Adept at data interpretation and fostering collaboration, ensuring compliance with industry regulations while addressing client needs effectively.
Overview
27
27
years of professional experience
Work History
Commercial Insurance Account Manager
Smith Davis Insurance
07.2002 - Current
- Continuously improved operational efficiency through process optimization efforts that reduced manual tasks while maintaining high-quality outcomes for clients.
- Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance
- Delivered results-driven solutions tailored specifically to meet each client''s unique risk management objectives.
- Maintained detailed records of account transactions, facilitating accurate reporting and analysis for management review.
- Collaborated with underwriters to negotiate competitive rates for clients, ensuring optimal coverage at the best price.
- Coordinated loss control services for clients as needed, minimizing potential risks and promoting overall safety within their organizations.
- Streamlined policy renewal processes for increased efficiency and reduced client wait times.
- Enhanced client satisfaction by addressing inquiries and providing prompt resolutions to commercial insurance concerns.
- Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
- Promoted a culture of collaboration by actively participating in team meetings and sharing ideas to improve overall performance.
- Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
- Provided ongoing support to clients through regular communication and updates on policy changes or industry developments.
- Managed a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
- Conducted comprehensive risk assessments for prospective clients, tailoring coverage recommendations based on unique requirements.
- Ensured compliance with state regulations by maintaining current knowledge of relevant laws and guidelines governing commercial insurance practices.
- Analyzed customer needs to provide customized insurance solutions.
Medical Office Assistant
Methodist Business Health Clinic
08.1998 - 07.2002
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Updated patient information and insurance details for accurate electronic medical records.
- Registered patients and completed associated paperwork for accurate records.
- Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
- Prepared patient charts by gathering and organizing medical records ahead of appointments.
- Provided prompt, polite and professional in-person and telephone customer service.
- Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
- Maintained strict compliance with HIPAA regulations, ensuring the confidentiality of sensitive patient information.
- Supported administrative tasks such as ordering supplies, inventory management, and filing medical documents for streamlined office workflow.
- Fostered welcoming environment, greeting patients and addressing inquiries with professionalism.
- Improved office ambiance, ensuring clean and organized reception area for positive first impression.
- Improved accuracy of patient records with meticulous data entry and management.
Education
Not Completed - Graphic Communications
Iowa Western Community College
Council Bluffs, IASkills
- Organizational growth
- Strong negotiation skills
- Sales strategy development
- Industry regulations
- Data interpretation
- Project management experience
- Insurance products
- Commercial lines specialization
- Client needs assessment
- Risk analysis
- Quote development
- Teamwork and collaboration
Timeline
Commercial Insurance Account Manager
Smith Davis Insurance
07.2002 - Current
Medical Office Assistant
Methodist Business Health Clinic
08.1998 - 07.2002
Not Completed - Graphic Communications
Iowa Western Community College
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