Kimberly Harbaugh
Terre Haute,IN
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
30
30
years of professional experience
Work History
Insurance Agency Manager
Brookson Insurance
11.2021 - Current
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Developed strong relationships with underwriters and carriers to negotiate better coverage options for clients.
- Improved staff retention rates through regular performance reviews, professional development opportunities, and employee recognition initiatives.
- Enhanced client satisfaction rates through personalized consultations and tailored policy recommendations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Analyzed detailed reports on agency performance metrics to identify areas of strength and opportunity.
Project Associate
Midwest Compliance Laboratories LLC
10.2018 - 08.2020
- Utilized talents in project management, organization and time management to successfully juggle simultaneous tasks and clients
- Prepared reports by collecting, analyzing and summarizing information
- Identified project requirements by establishing personal rapport with potential and existing clients
- Monitored key dates to ensure information is obtained by deadlines
- Identified, reviewed and applied policies and procedures by exercising informed judgment to achieve optimal performance
- Delivered completed projects on time by prioritizing multiple tasks
- Reviewed order updates to identify best practices aligned with corporate goals
- Accepted and processed supply requests from staff, and placed orders per procedures
- Processed all project invoices and sent to customers
- Processed customer MTT samples and customer stability samples
Branch Manager
BMV
08.2016 - 09.2018
- Oversaw and executed all aspects of assigned branch operations
- Responsible for ensuring staff compliance with all agency policies, procedures, and state laws
- Ensured that the licensing needs of customers were provided by the branch in a timely, safe, and secure manner.
- Wrote reports detailing branch activities
- Oversaw staffing of branch with 15+ employees
- Met deadlines by proactively managing individual and team tasks
- Assessed employee performance and developed improvement plans
- Resolved escalated customer issues in a timely manner
- Met deadlines by proactively managing individual and team tasks
- Engaged employees in business processes with positive motivational techniques
Purchasing Agent
Express Employment-Hoosier Energy
11.2013 - 10.2015
- Prepared purchase orders by verifying specifications and price; obtained recommendations from suppliers for substitute items; and obtained approval from requisitioning department
- Obtained purchased items by forwarding orders to suppliers; monitored and expedited orders
- Negotiated purchases to ensure lowest cost consistent with company standards for quality products
- Verified receipt of items by comparing items received to items ordered; resolved shipments in error with suppliers
- Prepared and processed purchasing forms such as purchase requisitions and purchase orders
- Determined and developed appropriate sources of supply and maintained cooperative working relationships with vendors
- Reviewed necessary insurance certificates (automobile and general liability, workers compensation, umbrella/excess liability, etc.)
- Negotiated and administered contracts with suppliers, and other representatives
Buyer
Business Control Systems-Duke Energy
08.2011 - 05.2012
- Obtained bids for the purchase of materials and services
- Created purchase orders for materials and services
- Obtained best prices/goods and raw materials– Negotiated best price with the supplier
- Provides value added services by constantly striving to find new and better products, sources of supply, and better ways of meeting the needs of the using departments
- Located substituted materials in cases of emergencies, material shortages, strikes, or other external circumstances
- Expedited, when requested and warranted, the delivery of goods and services
Financial Accountant/Buyer/Accounts Payable Team Leader
Sony DADC
11.1994 - 06.2010
- Matched purchase orders with invoices and recorded the necessary information
- Accessed computerized financial information to answer questions related to specific accounts
- Composed effective accounting reports summarizing accounts payable data
- Monitored payments due from clients and promptly contacted clients with past due payments
- Researched and resolved accounts payable discrepancies
- Balanced monthly general ledger accounts to accurately record cost and month end accruals
- Reviewed and processed all expense reports
- Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions
- Prepared financial pages and presented to senior management
Education
Bachelor of Science - Business Administration
Indiana Wesleyan University
Marion, IN2002
Associate of Science - Accounting
Vincennes University
Vincennes, IN1993
Skills
- Month End Reporting
- Identifying best practices
- Driving continuous improvement
- Problem Solving and project management
- Multi-tasking strength
- Invoicing and collections
- Account Reconciliation
- Self-starter with high degree of self-motivation
- Adherence to high customer service standards
- Quotes and sales
- Policy renewals
Timeline
Insurance Agency Manager
Brookson Insurance
11.2021 - Current
Project Associate
Midwest Compliance Laboratories LLC
10.2018 - 08.2020
Branch Manager
BMV
08.2016 - 09.2018
Purchasing Agent
Express Employment-Hoosier Energy
11.2013 - 10.2015
Buyer
Business Control Systems-Duke Energy
08.2011 - 05.2012
Financial Accountant/Buyer/Accounts Payable Team Leader
Sony DADC
11.1994 - 06.2010
Bachelor of Science - Business Administration
Indiana Wesleyan University
Associate of Science - Accounting
Vincennes University
Computer Skills
- Microsoft Office Suite Expert
- Lab Archives Electronic Notebook (ELN)
- Oracle
- Lotus Notes
- JD Edwards
- COM
- Softeon
- Passport
- Outlook
- Maximo
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