Summary
Overview
Work History
Skills
Timeline
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Vanessa Gordon

Clarksville,TN

Summary

Client-focused professional with 5+ years of experience in consultative service, customer retention, and relationship management in highly regulated environments. Adept at guiding clients through complex onboarding processes, managing long-term relationships, and resolving issues proactively. Strong background in CRM systems, cross-functional collaboration, and delivering tailored solutions to drive client satisfaction and business success. Now seeking to bring this experience into a Customer Success Manager role to continue delivering value and retention across SaaS or service-focused industries.

Overview

6
6
years of professional experience

Work History

Insurance Sales Producer

Kin Insurance
10.2024 - Current
  • Experienced insurance professional specializing in the sale and servicing of Property & Casualty policies across more than 40 states
  • Ensured smooth onboarding by guiding clients through policy setup and documentation
  • Maintained ongoing communication to address client needs and ensure satisfaction
  • Committed to delivering exceptional customer service by clearly explaining policy details and coverages
  • Empowers clients to make informed decisions about their insurance needs through transparent, knowledgeable guidance

New Business Executive, Licensed P&C Producer

Zander Insurance
01.2022 - 10.2024
  • Delivered consultative service to identify customer needs and recommend solutions
  • Maintained long-term relationships through proactive communication and trust-building
  • Led coaching efforts for new team members, promoting professional development
  • Consistently exceeded customer service benchmarks and KPIs
  • Facilitated seamless transition of clients through policy life cycles
  • Managed full customer lifecycle from onboarding to retention for clients across 40+ states
  • Provided expert support, resulting in increased retention and policy renewals

Insurance Sales Agent, Licensed P&C Producer

National General
05.2021 - 01.2022
  • Supported customers with personalized policy solutions and real-time issue resolution
  • Streamlined processes for quoting, documentation, and payments
  • Advocated for customer needs during servicing interactions
  • Managed over 30 calls per day from customers

Insurance Sales Agent, Licensed P&C Producer

Acceptance Insurance
10.2019 - 05.2021
  • Supported commercial and personal line clients across multiple states
  • Led documentation and compliance processes while ensuring clarity for clients
  • Built loyalty through education and responsive service
  • Managed over 30 calls per day from customers
  • Led coaching efforts for new team members, promoting professional development

Team Member, Licensed P&C Producer

State Farm
06.2019 - 10.2019
  • Assisted in managing full policy lifecycle including onboarding, service, and claims
  • Collaborated with agents to deliver personalized and attentive customer support
  • Enhanced customer satisfaction through consistent communication and attention to detail

Skills

  • Customer Retention & Success
  • Client Onboarding & Training
  • Relationship Management
  • CRM Expertise (Salesforce, AMS360, AgencyZoom, Applied Epic)
  • Cross-Functional Collaboration
  • Remote Communication Tools (Slack, Microsoft Teams, Google Workspace)
  • Problem Resolution & Customer Advocacy
  • Process Optimization

Timeline

Insurance Sales Producer

Kin Insurance
10.2024 - Current

New Business Executive, Licensed P&C Producer

Zander Insurance
01.2022 - 10.2024

Insurance Sales Agent, Licensed P&C Producer

National General
05.2021 - 01.2022

Insurance Sales Agent, Licensed P&C Producer

Acceptance Insurance
10.2019 - 05.2021

Team Member, Licensed P&C Producer

State Farm
06.2019 - 10.2019

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Vanessa Gordon