Kristin Stayer
Goose Creek,SC
Summary
Results-driven Premier Sr Client Advisor with expertise in relationship management, portfolio oversight, and performance tracking. Committed to enhancing client satisfaction and effectively mitigating risks for high-net-worth individuals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Premier Sr Client Advisor
USI Insurance Services LLC
Mt. Pleasant, SC
03.2015 - Current
- Maintain client retention by providing personalized service to a portfolio of high net worth individuals, ensuring high satisfaction and proactive risk management.
- Analyze market trends to inform clients on emerging risks and coverage options.
- Manage comprehensive account reviews, identifying opportunities for risk mitigation.
- Ensure proper documentation of client interactions.
- Cultivate long-lasting relationships with client through consistent communication and personalized service.
- Maintain up-to-date knowledge of product and service changes.
- Respond proactively and positively to rapid change.
- Collaborate with team members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Account Manager
King Street Agency
Charleston, SC
05.2014 - 03.2015
- Managed Personal Lines Department, which entails making sure of proper implementation of all policies and procedures.
- Processed incoming and outgoing correspondence with active carriers.
- Managed existing accounts including account rounding and policy renewals.
- Provided training for new agents and customer service representatives.
Insurance Sales Agent
Carolina One Insurance, LLC
Charleston, SC
09.2011 - 04.2014
- Lead agent
- Provide insurance seminars for Caroline One Realtors
- Provide training for new agents and customer service representatives
- Quote and sell insurance policies
- Maintain records of policies written, endorsements, payments and quotes.
Education
Some College (No Degree) - Pre-Nursing
Trident Technical College
Charleston, SCHigh School Diploma -
Abeka Christian High School
Charleston, SCSkills
- Risk Assessment & Management
- Client Relationship Management
- Strong Verbal and Written Communication
- Proficient in Sagitta and ImageRight
- High Degree of Proficiency in Microsoft Office Applications
- Strong Quantitative, Analytical and Organizational Skills
Certification
CPRIA
CISR
Timeline
Premier Sr Client Advisor
USI Insurance Services LLC
03.2015 - Current
Account Manager
King Street Agency
05.2014 - 03.2015
Insurance Sales Agent
Carolina One Insurance, LLC
09.2011 - 04.2014
Some College (No Degree) - Pre-Nursing
Trident Technical College
High School Diploma -
Abeka Christian High School