Kimberly Aubele
Rochester,NY
Summary
Dynamic Account Manager with proven success at Spencerport Insurance Agency, excelling in client relations and customer satisfaction. Skilled in leveraging CRM tools to enhance retention and resolve complex issues, fostering long-term partnerships. Recognized for building strong relationships and achieving high client loyalty through proactive communication and tailored insurance solutions.
Overview
11
11
years of professional experience
Work History
Account Manager
Spencerport Insurance Agency
02.2025 - Current
- Managed client accounts, ensuring accurate policy information and timely renewals.
- Developed strong relationships with clients to enhance customer satisfaction and retention.
- Coordinated communication between clients and insurance carriers for efficient claims processing.
- Analyzed client needs to recommend appropriate insurance products and services.
- 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.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Met existing customers to review current services and expand sales opportunities.
Insurance Representative
Rhonda McMahon’s State Farm Agency
10.2014 - 01.2025
- Provided exceptional customer service by addressing client inquiries and resolving policy-related issues.
- Assisted clients in understanding insurance products and coverage options to meet their needs.
- Processed applications and claims efficiently, ensuring compliance with company policies and regulations.
- Collaborated with underwriters to assess risk factors for policy approvals and adjustments.
- Utilized CRM software to maintain accurate records of client interactions and policy changes.
- Educated clients on claims procedures, enhancing their understanding of the process and expectations.
- Conducted routine follow-ups with clients to ensure satisfaction and retention of services offered.
- Participated in team meetings to discuss market trends, product updates, and sales strategies for improvement.
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Inspected insured Type personal property to determine insurance risk, balancing client need against company parameters.
- Performed policy renewal and record retention.
- Implemented strategies to optimize cross-selling opportunities among existing customers, driving revenue growth.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Participated in ongoing professional development courses to maintain current knowledge of insurance products and regulations, enhancing overall expertise as a representative.
- Evaluated incoming applications against underwriting guidelines to identify potential fraud or non-compliance concerns.
- Contacted underwriter and submitted appropriate forms to obtain binder coverage.
- Acted as emotional support for customers experiencing catastrophic situations.
- Analyzed complex policies for accuracy and compliance, ensuring adherence to regulatory requirements and minimizing risk exposure.
- Enhanced customer retention through personalized service and attention to individual needs.
- Interviewed clients and impacted individuals, determining details about accident and claim parameters to provide best advice for specific situations.
- Mentored new employees on industry regulations and best practices, contributing to their professional growth and success.
- Developed strong relationships with clients through proactive communication and follow-ups, fostering trust and long-term business partnerships.
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
Education
Bachelor of Science - Geological And Earth Sciences
SUNY, Brockport
Brockport, NY05.1996
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Client relationship management
- Customer satisfaction
- Relationship building
- Customer relationships
- Goal oriented
Licenses
Life and health
Property and casualty
Timeline
Account Manager
Spencerport Insurance Agency
02.2025 - Current
Insurance Representative
Rhonda McMahon’s State Farm Agency
10.2014 - 01.2025
Bachelor of Science - Geological And Earth Sciences
SUNY, Brockport