KIMBERLY PHILIOPOULOS
Galloway,OH
Summary
Experienced professional in customer/client services, client implementation, data analyst roles, and administrative work. Recognized for collaborating with management to achieve growth and operational excellence goals. Skilled in independently responding to clients to ensure satisfaction and contribute to overall success. Strong analytical skills for analyzing complex situations and providing innovative solutions. Expertise in communication, customer/client rapport, projects, and administrative tasks.
Overview
16
16
years of professional experience
Work History
Executive Assistant / Licensed P&C Insurance Agent
Hull & Hull Insurance
01.2023 - Current
- Establish working relationships with clients, potential clients and companies we represent
- Receive mail, accept & post client payments, office filing and other office duties
- Determine needs for new clients, then offer and sell property & casualty policies
- Write competitive insurance quotes, accept and post customer payments
- Answer client questions on policy or billing including explanations about their coverage or rate adjustments to ensure total understanding
- Record any policy updates or changes on customer accounts when they are requested
- Cultivate new opportunities and offer additional lines of insurance through consultative selling
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Retail Sales / Inventory Specialists
Bath & Body Works
01.2021 - Current
- Deliver exceptional in-store shopping experiences
- Build a highly satisfied and loyal customer base through engagement, uncovering needs
- Support product replenishment activities that keep the store full
- Floor set execution, window changes, visual presentation and marketing placement as needed
Client Support Coordinator
York Risk Services Group / Sedgewick
01.2015 - 03.2023
- Served as the primary point of contact for key accounts, fostering long-lasting partnerships built on trust and reliability
- Establish and customize system parameters to meet new client needs; modify and maintain existing client parameters
- Collaborated with cross-functional teams to onboard and address client needs and implement solutions effectively.
- Coordinated efforts among various departments to ensure timely resolution of complex client issues
- Delivered outstanding service to high-profile clients to not only maintain but to extend relationship for future business opportunities
- Managed high-pressure situations with clients, maintaining a calm demeanor and professional attitude throughout the resolution process
- Maintained a high level of client satisfaction by anticipating potential challenges and providing proactive support to address them effectively
- Trained and supported local/regional colleagues and clients on utilization of claims management system and other client system products
- Analyzed report data to identify areas requiring attention, implementing changes that led to improved overall performance results
- Maintain current documentation on assigned projects; communicate project status
- Worked closely with IT on system migrations moving client data into updated claims system
- Proactively communicated status updates regarding ongoing issues to internal teams ensuring transparency throughout the resolution process
- Developed customized training materials, ensuring internal teams fully understood client specifications.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Legal Claims Specialist – Contract Position
Garden City Group – Tailored Management
01.2010 - 01.2015
- Spoke with attorneys and potential claimants regarding Mass Tort cases and Class Action Settlements
- Provide claimants from the BP oil spill with claim options or status of their claims
- Review claims to make sure proper supporting documentation was provided
- (2010-2011)
- Provide eligibility details for those involved in an automobile accident and suffered a physical injury or unfortunate death in certain GM vehicles
- (2014-2015)
Consultant Support
Thirty-One Gifts
01.2011 - 01.2014
- Provide customer service over the phone and through email
- Support consultants through back-office Administration, client administration, and marketing support
- Navigate multiple systems and apply customer service and direct sales expertise, providing accurate and timely delivery of Thirty-One products
- Consistently meet established standards for productivity and quality
Skills
- Effective communication
- Employee training
- Client relationship building
- Client engagement strategies
- Knowledge of P&C insurance products
- Proficient in computer applications
- Strong focus on accuracy
- Data analysis proficiency
- Claims Management
- Project management
- Administrative support
- Multiple Tasking
Timeline
Executive Assistant / Licensed P&C Insurance Agent
Hull & Hull Insurance
01.2023 - Current
Retail Sales / Inventory Specialists
Bath & Body Works
01.2021 - Current
Client Support Coordinator
York Risk Services Group / Sedgewick
01.2015 - 03.2023
Consultant Support
Thirty-One Gifts
01.2011 - 01.2014
Legal Claims Specialist – Contract Position
Garden City Group – Tailored Management
01.2010 - 01.2015
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