Kyle Whelchel
Tigard
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Account Manager
Mcgriff, Seibels & Williams
11.2022 - Current
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Gathered clients' loss projections to generate a renewal strategy for markets
- Generated proposals/quote comparisons at least 90 days before expiration date
Client Service Specialist
Mcgriff, Seibels & Williams
10.2018 - 10.2022
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
- Generated documents to meet clients needs to operate their business with 3rd parties
- Investigated and resolved accounting, service and delivery concerns.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Financial Advisor
Northwestern Mutual
09.2016 - 10.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science - Finance
Oregon State University
Corvallis, OR08-2017
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- High level of excel knowledge
- Sales process and pipeline
- Networking skills
- CRM proficiency
- Invoice balancing
Certification
Property & Casualty License (OR&CA)
Associate in Risk Management (ARM)
Timeline
Account Manager
Mcgriff, Seibels & Williams
11.2022 - Current
Client Service Specialist
Mcgriff, Seibels & Williams
10.2018 - 10.2022
Financial Advisor
Northwestern Mutual
09.2016 - 10.2018
Bachelor of Science - Finance
Oregon State University
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