Kathleen Taylor
Raccoon
Summary
Professional Customer Account Manager with extensive experience in industry. Expert at managing and forecasting key account metrics to consistently increase profits. Possesses drive and perseverance to deliver top quality service.
Overview
6
6
years of post-secondary education
36
36
years of professional experience
Work History
Commercial Customer Account Manager
Wells Fargo Insurance Services
Pikeville
12.1990 - 05.2015
- Managed client accounts to ensure timely service delivery and satisfaction.
- Coordinated communication between clients and internal teams for effective problem resolution.
- Developed comprehensive insurance solutions tailored to client needs and preferences.
Commercial Lines Account Manager
Walter P Walters Insurance
Pikeville
09.1986 - 12.1990
- Managed client relationships for commercial insurance policies and coverage needs.
- Reviewed and analyzed policy renewals to ensure compliance with company standards.
- Coordinated with underwriters to facilitate risk assessments and policy placements.
Personal Lines and Commerical Sales Insurance
Kentucky Farm Bureau
Pikeville
08.1979 - 02.1985
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
National Alliance For Insurance Education & Resear
Certified Insurance Service Representative
05.1995 - 12.2000
Property And Casualty License - Property And Casualty Insurance
Kentucky Property & Casualty Insurance Class
10.1990 - 12.1990
Johns Creek High School
Pikeville, KYSkills
- Client relationship management
- Policy writing
- Compliance analysis
- Account management
Retention and Accountability Assurance
Accomplishments
- Best Customer Service Award For Eastern Region Give By Ohio Casualty Insurance Company
Timeline
National Alliance For Insurance Education & Resear
Certified Insurance Service Representative
05.1995 - 12.2000
Commercial Customer Account Manager
Wells Fargo Insurance Services
12.1990 - 05.2015
Property And Casualty License - Property And Casualty Insurance
Kentucky Property & Casualty Insurance Class
10.1990 - 12.1990
Commercial Lines Account Manager
Walter P Walters Insurance
09.1986 - 12.1990
Personal Lines and Commerical Sales Insurance
Kentucky Farm Bureau
08.1979 - 02.1985
Johns Creek High School