Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Peggy Zollner

San Tan Valley,AZ

Summary

Detail-oriented Account Manager with extensive experience in insurance products and client relations. Skilled in analyzing documentation, resolving complex issues, and negotiating contracts to deliver tailored solutions. Strong communicator adept at driving client satisfaction and retention while meeting sales objectives. Proven ability to expand revenue through new account acquisition and maintaining existing relationships.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Account manager

A&H Insurance DBA Judy Holder
Apache Junction, AZ
06.2015 - 03.2026
  • Enhanced client satisfaction by cultivating relationships and promptly addressing needs.
  • Informed clients on adequate insurance coverage, strengthening trust and loyalty within the client base.
  • Negotiated contracts with clients, securing favorable agreements for both parties.
  • Collaborated with team members to refine sales strategies and meet regional goals.
  • Prepare and review insurance applications to verify compliance with regulations.

Insurance Broker

Zollner Insurance Agency
San Tan Valley, AZ
03.2008 - 06.2015
  • Evaluated data accuracy and quality in agency management system to ensure reliable information for decision-making.
  • Recommended coverage types and amounts based on customer analysis, enhancing client understanding and satisfaction.
  • Increase client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded agency's client base through strategic networking and relationship-building efforts.

Education

High School Diploma -

Holy Family Academy
Chicago, Ill

Skills

  • Client relationship management
  • Strategic account planning
  • Contract negotiation
  • Market analysis
  • Insurance expertise
  • Problem solving
  • Handling escalations
  • Computer proficient
  • Outstanding communication
  • Customer service expert
  • Exceptional attendance

Certification

  • Licensed in P&C and Life and Health
  • Agent/Broker

Timeline

Account manager

A&H Insurance DBA Judy Holder
06.2015 - 03.2026

Insurance Broker

Zollner Insurance Agency
03.2008 - 06.2015

High School Diploma -

Holy Family Academy
Peggy Zollner