Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Kelstar Insurance Agency
09.2023 - Current
Managed a diverse portfolio of commercial accounts, ensuring timely delivery of products and services.
Conducted regular account reviews with clients to assess their current needs, discuss potential concerns, and identify opportunities for additional business.
Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.
Maintained detailed records of each account through ezlynx, documenting interactions, transactions, correspondence, agreements, and related information for easy access by team members as needed.
Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Owner/Agent
FARMERS INSURANCE
04.2014 - 09.2023
Evaluate current insurance policies, educate and recommend additional coverage when needed
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Implemented marketing strategies to increase brand awareness and attract new customers.
Built strong relationships with clients through consistent communication and excellent customer service.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Utilized CRM software to manage client relationships.
Customer Service Representative
FARMERS INSURANCE – Todd Taxman Agency
01.2008 - 04.2014
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
Education
Bachelor of Arts - Art Administration
LINDENWOOD UNIVERSITY
St. Charles, MO
05-1999
Skills
Client relationship building
CRM proficiency
Technical aptitude
Time management
Multitasking
Organizational skills
Reliability
Customer satisfaction
Certification
MO Property & Casualty3/2008 - Present
MO Life & Health12/2013 - Present
Timeline
Commercial Account Manager
Kelstar Insurance Agency
09.2023 - Current
Owner/Agent
FARMERS INSURANCE
04.2014 - 09.2023
Customer Service Representative
FARMERS INSURANCE – Todd Taxman Agency
01.2008 - 04.2014
MO Property & Casualty3/2008 - Present
MO Life & Health12/2013 - Present
Bachelor of Arts - Art Administration
LINDENWOOD UNIVERSITY
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