Lauren Zimmer
Oregon,WI
Summary
Insurance Broker with experience customizing insurance plans and managing client accounts. Motivated professional possessing exceptional multitasking, organizational, and time management abilities. Expertise in customer relationship management.
Overview
10
10
years of professional experience
Work History
Brokerage Client Manager
M3 Insurance
10.2022 - Current
- Organize and prioritize workflow to assigned Commercial Insurance book of business.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication.
Insurance Account Manager
Ansay & Associates
09.2021 - 10.2022
- Building relationships with clients using active listening and issue resolution to provide excellent service
- Develops strategies to promote new insurance contracts or suggest additions and changes to existing policies
- Manages a book of business containing 650 clients
Assistant Branch Manager
Associated Bank
09.2022 - 09.2022
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Banker II
Associated Bank
11.2017 - 09.2022
- Trainor for Bankers around the district
- Perform coaching's with new bankers on approaches to uncover solutions for clients and increase sales
- A top performer for sales in the company
- Evaluate client financial profiles and identify the most appropriate banking products while meeting cross-sell goals
Sergeant And Behavioral Health Specialist
Army Reserve
09.2014 - 09.2022
- Platoon Sergeant leading 15 soldiers
- Training development of soldiers
- Counsel clients with personal, behavioral, or psychological problems.
- Implementation of new policy statements, regulations and directives issued by higher headquarters for administrative and personnel activities.
Education
Bachelor of Science - Psychology
University of Wisconsin- Milwaukee
Milwaukee, WI05.2023
Skills
- Leadership qualities and professionalism
- Team collaboration
- Critical Thinking
- Time Management
- Customer service-oriented
- Goal oriented
Timeline
Brokerage Client Manager
M3 Insurance
10.2022 - Current
Assistant Branch Manager
Associated Bank
09.2022 - 09.2022
Insurance Account Manager
Ansay & Associates
09.2021 - 10.2022
Banker II
Associated Bank
11.2017 - 09.2022
Sergeant And Behavioral Health Specialist
Army Reserve
09.2014 - 09.2022
Bachelor of Science - Psychology
University of Wisconsin- Milwaukee
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