Insurance Client Relations Specialist
Resume:
KIMBERLY
BORRON
*********@*****.***
Arlington, TX 76002
Bold Profile
Dynamic insurance professional with proven expertise in customer service and policy knowledge, honed at Marsh & McLennan. Excelled in building client relationships and negotiating optimal coverage, significantly enhancing client satisfaction. Skilled in marketing management and ethical professionalism, I have mentored junior agents, establishing a reputation for reliability and comprehensive industry understanding. Professional in account management, delivering consistent results through effective client relationship building and strategic planning. Known for prioritizing team collaboration and adapting to evolving client needs.
PROFESSIONAL SUMMARY
SKILLS
• Customer Service
• Professionalism and Ethics
• Quotes and sales
• Customer follow-up
• Client Relations
• Policy Knowledge
• Negotiation
• Marketing Management
Berkner High School
Richardson, TX • 05/1985
High School Diploma
EDUCATION
• Honor Roll [Semester and Year]
Wortham Insurance - Assistant Account Manager
Dallas, TX • 12/2012 - 08/2016
Marsh & McLennan - Vice President
Dallas, TX • 03/1987 - 12/2012
WORK HISTORY
• Anticipated clients' needs by staying in touch on regular basis. Built strong relationships with clients through consistent communication and excellent customer service.
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Responded to customer calls swiftly to resolve issues and answer questions.
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Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
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Built relationships with clients using active listening and issue resolution to provide excellent service.
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Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
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Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
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Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients unique situations
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Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
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Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
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Identified potential risks in client businesses and recommended appropriate insurance coverage.
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Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
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Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
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