Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lindsey Kenney

Riverview,FL

Overview

3
3
years of professional experience
1
1
Certification

Work History

Account Executive - Family Office

Lockton
Tampa, FL
02.2025 - Current
  • Delivered exceptional customer service by responding promptly to inquiries and resolving issues efficiently.
  • Identified and recommended optimal products and services based on customer needs.
  • Participated in training sessions focused on sales techniques and industry regulations.

Private Client Account Executive

M.E. Wilson
Tampa, FL
09.2022 - 02.2025
  • Achieved client loyalty through exceptional service, quality products, and proactive management.
  • Cultivated strong relationships with suppliers and key clients to enhance business development.
  • Collaborated with managers to identify new markets aligned with strategic plans, analyzing opportunities and challenges.
  • Facilitated meetings with sales and design teams to develop project road maps for unique, profitable products.
  • Delivered prompt customer service by addressing inquiries and resolving issues efficiently.
  • Maintained relationships with key decision makers via regular visits and follow-up calls.
  • Provided timely support to resolve customer issues swiftly and effectively.

Risk Analyst Team Lead -Relationship Manager

Baldwin Krystyn Sherman Partners
Tampa, FL
2019 - 2022
  • Monitored competitive and marketplace trends impacting client satisfaction to keep ahead of developments and implement response plan for team.
  • Prepared annual renewal documentation, reports and logs to identify and manage sales metrics and support process driven activities.
  • Collaborated with managers and departments to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
  • Managed and executed risk management projects to determine deficiencies and appropriate corrective actions with my team
  • Proposed solutions and leveraged cross-selling opportunities to existing and new clients.

Accolades- Innovation Showdown 2019 winning team, active Colleagues in Action member

Account Representative

State Farm Insurance
Clearwater, FL
2018 - 2019
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients over the phone or in person.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Pursued continued professional development through insurance workshops, course and webinars.

Accolades- Top Sales Representative 2018, My Agent finished 31st Top 50 National New Agent Producers - 1,000 participants

Insurance Agent

Banker's Life/ Colonial Penn/ Humana Insurance
Wesley Chapel, FL
2016 - 2018
  • Responsible for implementing all business-building and relationship-building expectations with assigned accounts and customers.
  • Generated sales by executing complete sales cycle process from prospecting through contract negotiations and closing
  • Conducted in-home and group presentations to clients.

Accolades- Productive Agent for 2016: Q3, 2017: Q1 Q4

Senior Claims Representative

Progressive Insurance
Riverview , FL
2008 - 2011
  • Provided first-rate customer service to all assigned, insured and claimants throughout the entire claims process.
  • Efficiently processed a caseload of 200 clients' claims each quarter.
  • Peer Coached and mentored 14 new members of the claims staff each month.

Accolades- You Matter: 2009, Top Performer: 2009, 2010, 2011

Education

Associate of Arts - Business Management

Iowa Central Community College
Fort Dodge, IA
2006

Skills

  • Natural leader
  • Planning & organizing
  • Supervision & leadership
  • Training & development
  • Time management ability
  • Self motivated
  • Relationship building
  • Brand management
  • Client retention
  • Strong interpersonal and communication skills
  • Claims file management processes
  • Issue and conflict resolution

Certification

  • 220 - Property & Casualty
  • 215 - Life including Variable Annuity & Health

Timeline

Account Executive - Family Office

Lockton
02.2025 - Current

Private Client Account Executive

M.E. Wilson
09.2022 - 02.2025

Risk Analyst Team Lead -Relationship Manager

Baldwin Krystyn Sherman Partners
2019 - 2022

Account Representative

State Farm Insurance
2018 - 2019

Insurance Agent

Banker's Life/ Colonial Penn/ Humana Insurance
2016 - 2018

Senior Claims Representative

Progressive Insurance
2008 - 2011

Associate of Arts - Business Management

Iowa Central Community College
Lindsey Kenney