Lori Gibson
Kellogg,IA
Summary
Dedicated Commercial Insurance Account Manager with proven success in enhancing client retention and satisfaction through effective communication and problem resolution. I also service Personal Lines in our office due to the high amount of foot traffic. I don't believe in the words "that isn't my job". I want to work in a team oriented office.
Overview
21
21
years of professional experience
Work History
Commercial Insurance Account Manager
Ramsey Weeks Insurance- First Main Street
Grinnell, IA
07.2021 - Current
- Managed client accounts, fostering strong relationships with policyholders to enhance client retention.
- Analyzed client needs to recommend appropriate coverage options.
- Collaborated with underwriters to assess risk and finalize quotes.
- Educated clients on policy features and benefits, ensuring informed decision-making during meetings.
- Processed policy renewals and endorsements in a timely manner.
- Coordinated with claims adjusters to facilitate smooth claims processes.
- Developed targeted marketing strategies, increasing agency visibility and attracting new clients.
- Upheld compliance standards for insurance sales.
CSP
H & R Block Tax Services
Newton, IA
01.2006 - Current
- Resolved customer issues with knowledgeable and friendly service, contributing to high customer satisfaction.
- Assisted customers with requests and answered questions, enhancing overall satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Proposed innovative ideas and solutions that improved team performance and outcomes.
- Completed day-to-day duties accurately and efficiently.
Licensed Commerical CSR
Clemon Maki Insurance
Newton, IA
12.2011 - 07.2021
- Educated customers on insurance products and coverage options, enabling informed decision-making.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Resolved customer complaints by providing timely solutions and support.
- Managed customer interactions across multiple communication channels, ensuring clear communication and satisfaction.
- Collaborated with team members to streamline service delivery and improve workflow efficiency.
- Maintained accurate records of customer interactions and transactions daily.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
Certified Teller
Great Southern Bank
Newton, IA
07.2005 - 12.2011
- Processed customer transactions accurately and efficiently.
- Managed cash drawer and ensured balanced transactions daily.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier's checks.
- Resolved customer account inquiries and provided tailored banking services.
- Addressed customer complaints with professionalism and empathy, ensuring satisfactory resolutions.
- Maintained compliance with banking regulations and policies.
- Managed phone calls, inquiries, and emails related to banking products, facilitating efficient communication.
- Supported branch staff by completing administrative duties, including filing and data entry.
Education
High School Diploma -
South Tama High School
Tama, IA05-1982
Some College (No Degree) - Accounting
Des Moines Area Community College
Ankeny, IASkills
- Client relationship management
- Risk assessment
- Customer support
- Reliability
- Manage renewals
- Quotes and sales
- Applied Epic Software
- Word
- Quickbooks Software
- Peachtree Software
Timeline
Commercial Insurance Account Manager
Ramsey Weeks Insurance- First Main Street
07.2021 - Current
Licensed Commerical CSR
Clemon Maki Insurance
12.2011 - 07.2021
CSP
H & R Block Tax Services
01.2006 - Current
Certified Teller
Great Southern Bank
07.2005 - 12.2011
High School Diploma -
South Tama High School
Some College (No Degree) - Accounting
Des Moines Area Community College