- Gardening
- Volunteering
- Watching Movies and TV Shows
- Golfing
Kim Sharpe
Streetsboro,OH
Summary
Experienced commercial insurance professional skilled in managing diverse insurance accounts. Recognized for efficient handling of client portfolios and delivery of customized insurance solutions to meet specific client requirements. Committed to fostering team collaboration and driving results, while remaining adaptable to the ever-changing demands of the industry. Proficient in risk analysis and policy management, ensuring comprehensive coverage for clients.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Commercial Insurance Account Manager
North Risk Partners
11.2021 - Current
- Manage a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
- Prepare thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
- Provide ongoing support to clients through regular communication and updates on policy changes or industry developments.
- Educate clients on insurance policies and procedures.
- Streamline policy renewal processes for increased efficiency and reduced client wait times.
- Deliver results-driven solutions tailored specifically to meet each client's unique risk management objectives.
- Identify cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
- Develop strong working relationships with carriers, fostering a network of resources and support for client's insurance needs.
Client Services Account Manager
Bremer Insurance Agencies
10.2016 - 11.2021
- Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients to ensure satisfaction
- Work closely with Advisors in reviewing expiration lists, marketing and insured changes, etc
- Marketed new business and remarked existing business
- Maintained client files using Applied-Epic insurance software, as well as Microsoft Office programs
- Managed account documentation, policies, endorsements, cancellations
- Provided Proofs of Insurance as requested in a timely manner
- Successfully managed large insured accounts by creating premium breakdown spreadsheets
- Up sell additional products and services after identifying customer needs and requirements
- Consistent, positive attitude towards customers and peers, even during high-stress situations
- Increased customer satisfaction and repeat business through pursuit of resolutions to problems arising from policy audits, billing or any pertinent request in order to maintain loyal client base
Insurance Specialist
Superior Insurance Agency
08.2015 - 11.2016
- Prepared property & casualty illustrations on several different company software programs
- Finalized sales and secured payment information
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Addressed an average of 50 customer inquiries and complaints each week
- Documented all customer inquiries and comments thoroughly and quickly
- Contributed ideas and offered constructive feedback at weekly sales and training meetings
- Followed up with customers on unresolved issues
Landman/Oil & Gas Lease Negotiator
Border Resources, LLC
08.2003 - 08.2015
- Negotiated Oil & Gas leases with mineral owners, attorney's on behalf of the oil company
- Maximized lease purchases while minimizing expenses through effective negotiation tactics
- Researched title documents, legal descriptions, metes & bounds, conveyances, mineral owner contacts
- Created all lease documents, correspondence, check requests, weekly reports, and title reports
- Secure all required ownership documents - Wills, deeds, etc. to tie heirs to the current owners of title
- Assist mineral owners with questions and concerns regarding the details of the leases or their payments
Underwriter
Diversified Crop Insurance Services
05.2013 - 05.2014
- Communicate effectively, efficiently and professionally with the agents, adjusters, fellow co-workers
- Research through the Federal Risk Management Agency handbooks to find answers to questions and procedures to be sure the proper information and protocol are being followed
- Audit policies, review daily reports to clear errors, approve schedules review policies for accuracy
Education
Legal Secretary Certificate -
Moorhead Technical College
Moorhead, MN1987
Skills
- Exceptional Communication Skills
- Professionalism
- Product Knowledge
- Commercial lines specialization
- Meticulous Attention to Detail
- Exceptional Time Management Skills
- Complex Problem Solver
- Strong negotiation skills
- Quote development
- Underwriting collaboration
- Adaptability
- Manage renewals
Certification
OH Property & Casualty Agent License
CISR Designation
CIC Designation in progress
Interests
Timeline
Commercial Insurance Account Manager
North Risk Partners
11.2021 - Current
Client Services Account Manager
Bremer Insurance Agencies
10.2016 - 11.2021
Insurance Specialist
Superior Insurance Agency
08.2015 - 11.2016
Underwriter
Diversified Crop Insurance Services
05.2013 - 05.2014
Landman/Oil & Gas Lease Negotiator
Border Resources, LLC
08.2003 - 08.2015
OH Property & Casualty Agent License
CISR Designation
CIC Designation in progress
Legal Secretary Certificate -
Moorhead Technical College
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