Kristina Peake

Roanoke

Summary

Dynamic insurance professional with a proven track record as both a Commercial Accounts Manager and Personal Insurance Advisor. Excelled in client acquisition and relationship management, leveraging data-driven decision making and multitasking abilities to drive business growth. Achieved significant efficiency improvements and fostered long-term client partnerships through innovative solutions and personalized service. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of agency.

Overview

years of professional experience

Certification

Work History

Commercial Accounts Manager

Banks Insurance Agency

09.2021 - Current

Promoted cross-selling opportunities within the agency by collaborating closely with colleagues from other lines of business.
Improved overall efficiency within the agency by identifying and implementing new technologies for streamlined policy management and client communication.
Conducted regular reviews of commercial accounts to identify opportunities for improvement or additional services offerings.
Optimized internal processes and systems for managing commercial accounts, resulting in reduced manual effort and improved overall efficiency.
Managed a diverse portfolio of commercial clients across various industries, ensuring customized support based on unique needs.
Developed strong relationships with clients, resulting in enhanced business growth and revenue generation.
Fostered long-term partnerships with key suppliers/vendors involved in supporting our client''s businesses, ensuring collaborative support towards mutual success.
Processed daily mail, email and phone calls from customers and producers to generate new business.
Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
Maintained required data in agency management system to follow corporate guidelines.
Analyzed client needs to identify coverage solutions and produced policy and quotes.
Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.

Personal Insurance Advisor

HAWK Advisers

12.2015 - 04.2021

Assisted clients in navigating complex policy documents, promoting transparency and understanding of coverage details.
Conducted thorough policy reviews, identifying gaps in coverage and recommending suitable adjustments.
Participated in ongoing professional development programs to continuously enhance product knowledge and advisory skills.
Implemented efficient organizational systems to manage client files and track policy renewal dates accurately.
Established credibility as a trusted advisor by consistently offering sound advice based on thorough research of available insurance products.
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.

Education

Bachelor Of Early Childhood Care And Education - Early Childhood Care And Education

Virginia Western Community College

Roanoke, VA

Skills

Data-driven decision making
Client acquisition
Relationship management
Influencing others

Performance tracking
Attention to detail
Multitasking Abilities
Organizational skills