Ashley Dale
Kansas City
Summary
Client Service Supervisor with extensive experience leading high-performing teams to deliver exceptional service to both internal and external clients. Skilled in managing Client Service Managers and Associates, aligning operational priorities with branch strategies, and driving measurable improvements in client satisfaction, retention, and operational efficiency. Proven ability to oversee assigned accounts, resolve complex client issues, and foster a culture of continuous improvement, teamwork, and accountability. Adept at leveraging technology and process optimization to maximize productivity, support business growth, and enhance the overall client experience. Strong communicator and leader with expertise in talent development, workflow management, and cross-functional collaboration.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Client Service Manager II
Arthur J. Gallagher
08.2023 - Current
- Deliver high-quality service to Personal Lines clients across multiple states (FL, NC, SC, AL, GA) in a fast-paced, shared call center environment, managing billing, coverage, claims, cancellations, endorsements, inspections, and documentation requests.
- Maintain accurate client and policy records in Gallagher and affiliated carrier systems, ensuring compliance with operational standards.
- Support client retention, satisfaction, and growth initiatives by contributing to a positive overall client experience.
- Collaborate with Sales teams, Account Executives, and peers to transition prospective clients, manage remarkets, and resolve complex service issues.
- Serve as a subject matter resource to peers by sharing knowledge, providing guidance on systems and processes, and fostering a culture of continuous improvement.
- Identify and implement opportunities to improve service workflows and operational efficiency, enhancing accuracy, timeliness, and client satisfaction.
- Build strong client relationships by assessing needs quickly and providing consultative, solution-focused guidance.
- Manage multiple priorities effectively while leveraging systems, resources, and tools to deliver operational excellence.
- Recognized for consistently supporting high-volume client service with attention to detail and accuracy, preparing for leadership responsibilities.
Account Executive
Amwins Access — Admitted Placement Services
10.2022 - 06.2023
- Developed and executed targeted marketing initiatives to increase product visibility and generate new business opportunities.
- Utilized Power BI and analytics tools to monitor performance, guide strategic decisions, and identify growth opportunities.
- Built and maintained strong client and vendor relationships through proactive communication and solution-focused service.
- Created customized proposals and negotiated contracts to maximize mutual value, while managing multiple projects and deadlines.
Property & Casualty Insurance Agent
Lockton Companies, LLC
11.2017 - 10.2022
- Licensed nationwide, managing a diverse portfolio of commercial and personal lines accounts.
- Prospected and secured new clients through networking, referrals, and strategic outreach.
- Handled high-volume calls to support retention, cross-selling initiatives, and client satisfaction.
- Analyzed loss ratios, retention trends, and sales data to identify areas for improvement.
- Negotiated policy terms, reviewed coverage accuracy, and ensured compliance with industry regulations.
Assistant General Manager
Johnny’s Tavern
11.2010 - 11.2017
- Supervised a staff of over 50 employees, managing scheduling, training, and performance.
- Oversaw inventory, cash handling, vendor coordination, and quality control, implementing process improvements that streamlined operations.
- Mentored and coached employees to achieve performance goals, maintain high service standards, and adhere to company policies.
- Resolved customer issues efficiently to ensure a positive guest experience, and team alignment.
Education
Bachelor’s Degree - Political Science
Park University
11.2025
Skills
- Team leadership
- Peer mentoring
- Client relationship management
- Client retention strategies
- Personal lines expertise
- Escalation management
- Issue resolution
- Workflow optimization
- Process enhancement
- Cross-functional collaboration
- Operational excellence
- Performance metrics analysis
- Consultative communication
- Multi-system proficiency
- Data analysis and reporting
- Microsoft Office suite
- Salesforce CRM proficiency
- EPIC system knowledge
- GSC familiarity
- Applied Systems expertise
- PureCloud experience
- Power BI utilization
- Carrier platform knowledge
- Team collaboration
- Client retention
- Client service
- Staff training
- Client education
- Client relationships
Certification
Property & Casualty Insurance License, In over 20 States
Timeline
Client Service Manager II
Arthur J. Gallagher
08.2023 - Current
Account Executive
Amwins Access — Admitted Placement Services
10.2022 - 06.2023
Property & Casualty Insurance Agent
Lockton Companies, LLC
11.2017 - 10.2022
Assistant General Manager
Johnny’s Tavern
11.2010 - 11.2017
Bachelor’s Degree - Political Science
Park University