Summary
Overview
Work History
Education
Skills
Certification
licenses
Timeline
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Kimberly Gurley

Milligan

Summary

Dynamic Commercial Account Executive with nearly 12 years at UNICO GROUP INC, excelling in client relationship management and delivering exceptional customer service. Proven track record in managing 800+ accounts, driving account growth, and fostering teamwork. Adept in Microsoft Office and skilled in effective communication, ensuring client needs are met with professionalism and attention to detail.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Commercial Account Executive

UNICO GROUP INC
05.2013 - Current

Current Employment. While working remotely the past 11years (almost 12 years) I have worked for UNICO in many departments with commercial insurance. The past 4 years in the small trucking division and I currently maintain approximately 800+ accounts in the division with UNICO, the accounts are placed with multiple companies. As the Commercial Account Executive on small unit trucking team in the department I am the primary business contact for the clients. As the Manager I strive to consistently deliver excellent customer service to accounts and represent client needs and goals within the organization.

My daily skills and tasks consist of the following:

• Responsible for day-to-day communications, conflict resolution, and compliance on the client’s account.

• Review all projects and material to be presented to the client to ensure quality standards and expectations are met.

• Currently I take ownership of the client accounts that include all small trucking accounts, some inland marine accounts, and a few aviation policies.

• I work closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.

• I do ensure that all processes and procedures (policy issuances, changes, expirations, audits, monthly reports and cancellations) are completed. I work with multiple company portals, and am able to work with them efficiently while making sure quality standards are met.

• I maintain awareness and pursue opportunities for account growth and new business, involving the trucking industry. Often the small non-trucking liability accounts become accounts with their own authority.

• Providing regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.

• Understanding the company capabilities and service and effectively communicate all offerings to the client.

• I Demonstrate oral and written communication skills with the ability to effectively interact with all levels within the organization.

• I have a proven track record of successful client advocacy in a fast-paced environment, emphasizing attention to detail.

• Ability to follow up on activities from start to finish.

• Demonstrate computer proficiency in Microsoft Office.

CSR

INSPRO Insurance, INC
06.2003 - 05.2013

During my ten years at INSPRO I worked with commercial insurance. I began and worked with many accounts including all lines of coverage. The last few years while I was at INSPRO I worked with middle sized construction account. The accounts were placed with multiple companies, with many lines of coverage. Including but not limited to General Liability, Commercial Auto, Workers Compensation, Inland Marine, Umbrella. I strived to consistently deliver excellent customer service to accounts and represent client needs and goals within the organization. Many of the daily tasks were similar to the tasks at UNICO Group.

Education

No Degree - Human Services And Social Work

University of Nebraska, Lincoln
Lincoln, Nebraska, NE

Skills

  • Client relationship building
  • Teamwork
  • Customer service
  • Time management
  • Attention to detail
  • Multitasking Abilities
  • Reliability
  • Organizational skills
  • Team motivation
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Detail-oriented
  • Self motivation
  • Client relationship management
  • Professionalism

Certification

  • Licensed insurance: Insurance Producer License NPN:3400635:
  • Life, 4/14/2000
  • Casualty, 01/14/2002
  • Crop, 05/08/2002
  • Property, 01/14/2002
  • Accident and Health or Sickness. 04/14/2000
  • CISR designation

licenses

Nebraska Insurance Producer License , in all lines of coverage and currently appointed with 66 companies.

Timeline

Commercial Account Executive

UNICO GROUP INC
05.2013 - Current

CSR

INSPRO Insurance, INC
06.2003 - 05.2013

No Degree - Human Services And Social Work

University of Nebraska, Lincoln
Kimberly Gurley