KAREN FILKINS
High Ridge
Summary
Dynamic Account Manager with a proven track record, excelling in insurance policy expertise and relationship building. Adept at developing tailored solutions that enhance client satisfaction and retention. Recognized for effective communication and strategic sales initiatives, consistently driving revenue growth and fostering long-term partnerships.
Overview
18
18
years of professional experience
Work History
Account Manager
Resource Pro
Remote
11.2022 - 11.2024
- Managed and maintained client portfolio of medium to large insurance accounts.
- Developed strong relationships with clients to ensure account longevity.
- Collaborated with business representatives to identify needs and provide tailored solutions.
- Established contracts detailing pricing structures, insurance policies, and service terms.
AARP Sales Representative
Hartford
Saint Louis
10.2020 - 10.2022
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Developed appropriate quotes based on risk information.
- Provided customers with information regarding plan features, pricing, and availability.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Explained coverage options to potential policyholders, answering questions or concerns.
Account Manager
Cornerstone
Saint Louis
01.2018 - 07.2019
- Managed and maintained client portfolio of medium to large insurance accounts.
- Developed strong relationships with clients to ensure account longevity.
- Collaborated with business representatives to identify needs and provide tailored solutions.
- Established contracts detailing pricing structures, insurance policies, and service terms.
Account Executive
JW Terrill
Saint Louis
02.2012 - 07.2017
- Managed and maintained medium to large insurance client accounts for long-term retention.
- Cultivated strong relationships with clients, ensuring personalized customer service.
- Collaborated with business representatives to identify needs and align solutions effectively.
- Established contracts, detailing pricing structures, insurance policies, and service terms.
Account Executive
Crane Agency
Saint Louis
03.2007 - 08.2011
- Managed and maintained client portfolio of medium to large insurance accounts.
- Developed strong relationships with clients to ensure account longevity.
- Collaborated with business representatives to identify needs and provide tailored solutions.
- Established contracts detailing pricing structures, insurance policies, and service terms.
Education
High School Diploma -
Oakville Senior
Saint Louis, MO 06-1990
Skills
- Insurance policy expertise
- Effective communication
- Customer service
- Presentation skills
- Problem solving
- Attention to detail
- Revenue retention
- Goal setting
- Documentation and reporting
- Relationship building
Timeline
Account Manager
Resource Pro
11.2022 - 11.2024
AARP Sales Representative
Hartford
10.2020 - 10.2022
Account Manager
Cornerstone
01.2018 - 07.2019
Account Executive
JW Terrill
02.2012 - 07.2017
Account Executive
Crane Agency
03.2007 - 08.2011
High School Diploma -
Oakville Senior