Katherine M Peindl
Parker
Summary
Dynamic Preferred Elite Account Manager at USI Insurance Services LLC, skilled in risk assessment and relationship building. Successfully enhanced client coverage through strategic upselling, driving revenue growth. Known for effective communication and exceptional customer service, I thrive in fast-paced environments, ensuring comprehensive solutions that meet client needs and industry trends. I am very efficient, as well as detail-oriented.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Preferred Elite Account Manager
USI Insurance Services LLC
Norfolk
02.2002 - Current
- Conducted annual reviews of client policies to identify gaps in coverage.
- Analyzed policy coverage and recommended additional products for enhanced protection.
- Persuaded clients to quote uninsured lines of business, ensuring comprehensive service.
- Managed multiple accounts simultaneously while meeting stringent deadlines.
- Monitored industry trends and adjusted strategies to align with market changes.
- Developed strong customer relationships to increase sales opportunities during reviews.
- Identified upselling and cross-selling opportunities, including umbrella and flood insurance.
- Renewed existing accounts by building trust and rapport with clients.
Education
CPRIA - Insurance
St. Johns University
New York, NY06-2025
High School Diploma -
Butler Senior High School
Butler PA 06-2000
CNA - Nursing
Butler Area Vocational Technical School
Butler PA 06-2000
Skills
- Risk assessment and regulatory compliance
- Policy development and writing
- Customer service and account management
- Sales strategy and revenue growth
- Effective communication skills
- Time management and multi-tasking
- Sales expertise and upselling opportunities
- Relationship building and client management
- Outbound marketing and client engagement
- Internal auditing and account verification
Accomplishments
- I am a USI Summit Award winner.
Certification
- I have my CPRIA - Chartered Private Risk and Insurance Advisor - Certificate.
Timeline
Preferred Elite Account Manager
USI Insurance Services LLC
02.2002 - Current
CPRIA - Insurance
St. Johns University
High School Diploma -
Butler Senior High School
CNA - Nursing
Butler Area Vocational Technical School
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