Nikki Block
Eden Prairie,MN
Summary
Accomplished Private Client Advisor with over 5 years of experience in developing tailored insurance strategies for high-net-worth individuals and families. Expertise in building strong, trusting client relationships through comprehensive needs assessments and delivering customized solutions across diverse insurance products. Demonstrated commitment to maintaining exceptional service standards, ensuring client satisfaction and retention.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Private Client Advisor
Marsh McLennan Agency
Minneapolis, MN
08.2019 - Current
- Provide advice to clients on the most suitable insurance policies for their individual needs.
- Develop appropriate quotes based on risk information.
- Submit the necessary documentation for binder coverage approval.
- Communicate with clients by phone and email to answer questions and offer services.
- Address client concerns promptly, using various communication channels.
- Monitor clients' insurance coverages to ensure that changing needs are met.
- Document detailed records of customer interactions and activities.
- Respond to customer inquiries and problems to promote great service.
- Conduct group presentations on benefits for clients and families.
- Engage in professional gatherings to build networks within the insurance sector.
- Educate clients on the features of various insurance products and services.
- Provided guidance on available policy options in alignment with customer needs.
- Achieve repeat business and referrals through personalized services.
- Address inquiries from insurers about policyholders.
- Demonstrate strong problem-solving skills, resolving issues efficiently and effectively.
- Maintain updated knowledge through continuing education and advanced training.
President and Treasurer
Raven Ridge Condo Association
Eden Prairie, MN
09.2011 - Current
- Elected Treasurer in September 2011.
- Appointed as President in 2016.
- Coordinated and facilitated Association meetings.
- Secured cost-efficient contracts through vendor negotiations.
- Supervised all aspects of association property.
- Oversee deposits and process all association payments.
- Managed situations as they developed.
Office Manager
State Farm Insurance
Bloomington, MN
09.2008 - 08.2019
- Managed weekly financial deposits.
- Provided quotes for new and existing clients.
- Responded to customer inquiries via online, phone, and in-person channels.
- Managed the needs of the office, staff, and any training requirements.
- Licensed with State Farm Bank, including property, casualty, life, and health licenses.
- Managed client households.
- Handled claim initiation, addressed claims process, and resolved related inquiries.
- Supplied clients with estimates for auto, home, commercial, life, health coverage as well as banking services.
- Handled complex situations and addressed billing inquiries.
- Followed up on underwriting and service requests.
Greeter/Cashier/Returns/Sales Associate
The Home Depot Inc
Eden Prairie, MN
04.2009 - 06.2013
- Welcomed and supported customer needs.
- Supported customers with product selection to meet project requirements.
- Completed customer returns swiftly.
- Processed customer transactions quickly.
- Deliver high-quality customer service, and proper training of associates.
Business Development Center Manager
Denny Hecker Volkswagen
Inver Grove Heights, MN
03.2008 - 09.2008
- Responded promptly to internet leads.
- Coordinated appointment scheduling for sales team.
- Welcomed customers and addressed queries regarding products.
- Consistently engaged with potential clients.
- Handled incoming calls related to vehicle-related questions.
- Sold vehicle accessories.
Insurance Account Representative - LSA 5
State Farm Insurance
Minnetonka, MN
09.2007 - 03.2008
- Provided quotes for new and existing clients.
- Responded to customer inquiries via online, phone, and in-person channels.
- Licensed with State Farm Bank, including property, casualty, life, and health licenses.
- Managed client households.
- Handled claim initiation, addressed claims process, and resolved related inquiries.
- Supplied clients with estimates for auto, home, commercial, life, health coverage as well as banking services.
- Handled complex situations and addressed billing inquiries.
- Followed up on underwriting and service requests.
Admissions Representative
Rasmussen College
Eden Prairie, MN
05.2007 - 09.2007
- Reached out to individuals considering enrollment.
- Facilitated enrollment for students in desired academic programs.
- I acted as the main contact for students from enrollment to my career completion with Rasmussen.
- Coordinated with students to finalize enrollment requirements comprehensively.
- Engaged with Early Childhood centers within the surrounding region to establish connections.
Insurance Account Representative - LSA 5
State Farm Insurance
Danbury, CT
07.2006 - 05.2007
- Provided quotes for new and existing clients.
- Responded to customer inquiries via online, phone, and in-person channels.
- Licensed with State Farm Bank, including property, casualty, life, and health licenses.
- Managed client households.
- Handled claim initiation, addressed claims process, and resolved related inquiries.
- Supplied clients with estimates for auto, home, commercial, life, health coverage as well as banking services.
- Handled complex situations and addressed billing inquiries.
- Followed up on underwriting and service requests.
Insurance Account Representative - LSA 5
State Farm Insurance
New Milford, CT
03.2002 - 02.2006
- Licensed with State Farm Bank, including property, casualty, life, and health licenses.
- Managed weekly financial deposits.
- Provide quotes for new and existing clients.
- Responded to customer inquiries via online, phone, and in-person channels.
- Manage the needs of the office, staff, and any training requirements.
- Manage client households.
- Handled claim initiation, addressed claims process, and resolved related inquiries.
- Supplied clients with estimates for auto, home, commercial, life, health coverage as well as banking services.
- Handled complex situations and addressed billing inquiries.
- Following up on underwriting and service requests.
Training and Quality Representative/Customer Service Representative
BI Performance Services
Eden Valley, MN
02.1997 - 01.2002
- Conducted remote call monitoring to maintain compliance with quality standards.
- Oversaw Customer Service Representatives' attendance, ensuring adherence to productivity standards.
- Monitored call center service levels to ensure compliance with contractual obligations.
- Responsible for Customer Service Representative training, handled inbound and outbound customer inquiries, and escalated customer issues.
Education
BBA - Supervisory Management
Western Connecticut State University
Danbury, CT01-2006
Associate of Applied Science - Finance And Credit
Alexandria Technical College
Alexandria, MN05-1998
BBA - Business Management
St. Cloud State University
St. Cloud, MNSkills
- Customer service
- Account management
- Policy renewals
- Customer follow-up
- Client account management
- Negotiation abilities
- Professionalism and ethics
- Quotes and sales
- Property insurance
- Client retention
- Client needs analysis
- Risk mitigation
- Licensed insurance agent
Certification
- Property and Casualty License
- Accident and Health License
- Currently pursuing my CISR designation
Timeline
Private Client Advisor
Marsh McLennan Agency
08.2019 - Current
President and Treasurer
Raven Ridge Condo Association
09.2011 - Current
Greeter/Cashier/Returns/Sales Associate
The Home Depot Inc
04.2009 - 06.2013
Office Manager
State Farm Insurance
09.2008 - 08.2019
Business Development Center Manager
Denny Hecker Volkswagen
03.2008 - 09.2008
Insurance Account Representative - LSA 5
State Farm Insurance
09.2007 - 03.2008
Admissions Representative
Rasmussen College
05.2007 - 09.2007
Insurance Account Representative - LSA 5
State Farm Insurance
07.2006 - 05.2007
Insurance Account Representative - LSA 5
State Farm Insurance
03.2002 - 02.2006
Training and Quality Representative/Customer Service Representative
BI Performance Services
02.1997 - 01.2002
BBA - Supervisory Management
Western Connecticut State University
Associate of Applied Science - Finance And Credit
Alexandria Technical College
BBA - Business Management
St. Cloud State University
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