Kimberly Kelnosky- Pertl
FRANKFORT,IL
Summary
Dynamic Assistant Vice President at AmWINS with a proven track record in decision-making and issue resolution. Enhanced operational efficiency through staff training, resulting in increased client satisfaction. Cultivated strong relationships with key clients, driving repeat business and fostering a high-performance culture within the team. Strong leadership skills and proven track record in management. Effective team collaborator with focus on achieving results and adapting to changing needs. Known for reliability, integrity, and exceptional problem-solving abilities.
Overview
12
12
years of professional experience
Work History
Assistant Vice President
AmWINS
11.2023 - Current
- Analyzed market trends to inform strategic decision-making and optimize product offerings.
- Collaborated with cross-functional teams to enhance operational efficiency and streamline processes.
- Developed and implemented training programs for new team members, fostering knowledge retention.
- Managed client relationships, ensuring high levels of satisfaction and timely issue resolution.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
- Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
- Increased efficiency by streamlining processes and implementing new software tools for the team.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Drove innovation by encouraging creative problem-solving among team members and staying abreast of industry trends and best practices.
- Managed risk effectively by implementing robust compliance procedures and conducting regular audits of internal controls.
- Provided strong leadership to enhance team productivity and morale.
- Implemented and developed operational standards, policies and procedures.
Account Manager/Team Lead
Marsh & McLennan
04.2021 - 11.2023
- Managed client relationships, ensuring satisfaction and retention through proactive communication and support.
- Developed tailored insurance solutions, aligning services with client needs to drive value and engagement.
- Coordinated cross-functional teams to deliver comprehensive risk management strategies for diverse clientele.
- Analyzed market trends, presenting insights that informed strategic decisions and enhanced service offerings.
- Manage team of employees in order to achieve outstanding operational results; work with employees on individual career pathing needs
- Responsible for individual and team performance, promoting cooperative and supportive behavior within all positions
Manage carrier and client relationships with Producer and/or Client Executive
•Prepare submissions, working with clients and internal resources as necessary, including applications, account narrative, loss ratio analysis, etc.
•Select markets to approach during renewal and negotiate coverage terms and pricing with carriers, comparing and recommending quotes
•Analyze client programs and recommend improvements and coverage enhancements
•Bind coverage as per client instructions
•Review policies and create coverage analysis letters; oversee the delivery of post binding documents to clients
•Request Endorsements, check for accuracy and send to clients, or oversee such activity
•Assist with complex Audits, Contract Review, Surplus Lines, and Accounting Issues
•Manage and coordinate service requests - Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- 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.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
Client Manager/Team Leader
The Horton Group
05.2013 - 01.2021
- Managed client relationships, ensuring satisfaction and retention through effective communication and problem resolution.
- Developed tailored insurance solutions, aligning services with client needs to enhance overall experience.
- Coordinated cross-functional teams to deliver comprehensive risk management strategies for diverse clientele.
- Analyzed client data to identify trends, improving service offerings and driving strategic decision-making.
- Mentored junior staff in best practices for client engagement and account management techniques.
- Streamlined workflow processes, increasing efficiency in service delivery and reducing response time to client inquiries.
- Conducted regular training sessions on industry updates and compliance regulations for internal teams, enhancing knowledge base.
- Coordinate the servicing of a book of business with Producers, Client Executives, Client Specialists and Client Representatives
•Manage carrier and client relationships with Producer and/or Client Executive
•Prepare submissions, working with clients and internal resources as necessary, including applications, account narrative, loss ratio analysis, etc.
•Select markets to approach during renewal and negotiate coverage terms and pricing with carriers, comparing and recommending quotes
•Analyze client programs and recommend improvements and coverage enhancements
•Bind coverage as per client instructions
•Review policies and create coverage analysis letters; oversee the delivery of post binding documents to clients
•Request Endorsements, check for accuracy and send to clients, or oversee such activity
•Assist with complex Audits, Contract Review, Surplus Lines, and Accounting Issues
•Manage and coordinate service requests
•Prepare and issue renewal guides, client service schedule, claims kits, etc.
•Perform other duties as requested, including exercising discretion and judgment in prioritizing workload
Education
Bachelor of Science - Insurance And Economics
Illinois State University
Normal, Illinois, IL05-2008
Skills
- Decision making & judgment
- Issue resolution skills
- Recruiting and hiring
- Negotiation
- Project management
- Operations management
- Staff management
- Staff training/development
Timeline
Assistant Vice President
AmWINS
11.2023 - Current
Account Manager/Team Lead
Marsh & McLennan
04.2021 - 11.2023
Client Manager/Team Leader
The Horton Group
05.2013 - 01.2021
Bachelor of Science - Insurance And Economics
Illinois State University