Kristin Carpenter
Zephyrhills,FL
Summary
Detail-oriented Account Manager with 5 years of comprehensive experience managing employer-client relationships and developing new business deals. Focused on managing accounts systematically to maximize sales. Dedicated professional successful at introducing new products and expanding network connections. Recently Life & Health Licensed eager to bring my skills to a new Insurance line!
Overview
14
14
years of professional experience
Work History
Account Manager
FIC
Plant Ctiy, FL
06.2023 - Current
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Developed successful customer relationships and quickly resolved service requests to increase sales.
- Renewed existing accounts by cementing trusting relationships with customers.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Received underwriting approvals after accurately completing applications for insurance coverage.
Account Manager
State Farm
Riverview, FL
05.2021 - 06.2023
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Provided secretarial and office management support while building cooperative working relationships.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about policies.
- Analyzed customer needs and provided best options, upselling products and services.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
Administrative Assistant
PS Executive Centers - Office Space Tampa
Tampa, FL
04.2018 - 05.2021
- Arranged schedules for management to meet with clients and business partners.
- Composed, sent, received, and distributed correspondence through letters and emails.
- Handled customer questions and complaints with professional courtesy.
- Juggled answering phones while attending to clients in person.
- Organized and managed customer invoices and payments.
- Prepare daily logs of business activity.
Receptionist
Old Oak Truss
Seffner, FL
06.2017 - 11.2017
- Input all jobs, help customers with questions, schedule applicants interviews, and sale hardware.
- Arranged schedules for management to meet with clients and business partners.
- Composed, sent, received, and distributed correspondence through letters and emails.
- Assisted with hiring process.
- Organized and managed customer invoices and payments.
Resort Associate
Lazydays RV of Tampa
Seffner, FL
11.2016 - 03.2017
- Seasonal position answering phone calls and e mails, scheduling, Microsoft for name badges anything needed, and helping employees with tasks such as preparing for rally.
- Accepted and processed customer payments in cash, credit cards and checks, checking for validity.
- Member Services.
- Acknowledged customer issues and resolved their problems quickly and efficiently.
- Developed and implemented tailored service plans to the needs of particular clients.
- Effectively communicated with other employees and upper management to ensure complete care of customers.
- Evaluated the customers' needs and provided service options to meet their requirements.
Member Service Representative
Sam's Club
Brandon, FL
08.2010 - 11.2012
- Sale upgraded membership
- Help with returns and exchanges
- Open and closing shifts
- Confer with customers on a credit account.
Education
2-15
Andy Beverly
04-2024
4-40
Andy Beverly
05-2020
Ged -
Bevill State Community College
2010
Skills
- Relationship Building
- Account Management
- Verbal and Written Communication
- Problem-Solving
- Customer Service
- Preparing Contracts
- Client Meetings
- Policy Adjustment Knowledge
- Customer Follow-Up
- Document Control
- Cash Transactions
- EZLynx
- Employee Coaching and Motivation
- Team Building
- QuoteRush
Timeline
Account Manager
FIC
06.2023 - Current
Account Manager
State Farm
05.2021 - 06.2023
Administrative Assistant
PS Executive Centers - Office Space Tampa
04.2018 - 05.2021
Receptionist
Old Oak Truss
06.2017 - 11.2017
Resort Associate
Lazydays RV of Tampa
11.2016 - 03.2017
Member Service Representative
Sam's Club
08.2010 - 11.2012
2-15
Andy Beverly
4-40
Andy Beverly
Ged -
Bevill State Community College
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