Shannon Samora
Millcreek,UT
Summary
Dynamic Account Manager with a proven track record at Summit Risk Management & Insurance, excelling in client relationship management and tailored risk solutions. Skilled in analyzing client needs and mentoring teams, I drive satisfaction and retention through effective communication and strategic account oversight, enhancing service delivery and achieving significant improvements in client engagement.
Overview
25
25
years of professional experience
Work History
Account Manager
Summit Risk Management & Insurance
Sandy, UT
04.2021 - 10.2024
- Managed client relationships to ensure satisfaction and retention.
- Collaborated with cross-functional teams to develop tailored insurance solutions.
- Analyzed client needs to recommend appropriate coverage options and risk management strategies.
- Prepared detailed reports on client accounts, highlighting trends and opportunities for improvement.
Account Manager
Leavitt Insurance and Central Bonds
Murray, UT
10.2018 - 04.2019
- Developed and maintained strong client relationships to ensure satisfaction and retention.
- Coordinated insurance policy renewals and amendments, ensuring compliance with industry regulations.
- Analyzed client needs to provide tailored risk management solutions and recommendations.
- Facilitated communication between clients and underwriters to expedite policy issuance processes.
- Mentored junior staff on best practices for client interaction and account management strategies.
- Led initiatives to streamline workflows, resulting in improved service delivery and customer experience.
Client Relations Manager
Universal Business Insurance
Sandy, UT
02.2000 - 10.2018
- Cultivated strong client relationships through effective communication and personalized service strategies.
- Managed client onboarding processes to ensure seamless integration and satisfaction.
- Developed tailored insurance solutions based on client needs and preferences.
- Collaborated with cross-functional teams to enhance service delivery and address client concerns.
- Analyzed client feedback to identify areas for improvement in service offerings.
- Led training sessions for new team members on best practices in client relations.
- Completed client Type surveys and service reviews to identify areas for improvement.
- Served as an escalation point for complex client issues requiring senior management intervention; worked closely with various departments in order to reach a satisfactory resolution.
- Assisted in the development of marketing materials targeted at potential clients, showcasing the company''s strengths and value proposition.
- Facilitated open lines of communication between clients and internal departments, effectively addressing any concerns or issues that arose.
Education
High School Diploma -
Jordan High School
Sandy, UT05-1993
Skills
Account management
Customer service
Teamwork and collaboration
Client relations
Client relationship management
Relationship building
Goal oriented
Relationship building and management
Account oversight
Networking skills
Team Training
Goals and performance
Project management
Upselling
Account servicing
Marketing
Client development
New account creation
Customer needs assessment
Client meetings
Report writing
Employee mentoring
Goal setting
Timeline
Account Manager
Summit Risk Management & Insurance
04.2021 - 10.2024
Account Manager
Leavitt Insurance and Central Bonds
10.2018 - 04.2019
Client Relations Manager
Universal Business Insurance
02.2000 - 10.2018
High School Diploma -
Jordan High School