Kandice Lynch
San Jose
Summary
Dynamic professional with extensive experience in account management and employee training. Notable for analytical problem-solving and compliance oversight, driving substantial improvements in client satisfaction and retention. Committed to leveraging strategic planning skills to enhance business outcomes.
Overview
16
16
years of professional experience
1
1
Certificate
Work History
Senior Executive Account Manager
Probity Insurance Services
Campbell
02.2018 - Current
- Managed high-profile client relationships, prioritizing satisfaction and retention.
- Coordinated insurance policy renewals and modifications for diverse clientele.
- Advocated for clients' interests during negotiations with underwriters and carriers.
- Analyzed client needs to recommend tailored insurance solutions.
- Developed strategic plans, expanding service offerings within existing accounts.
- Led cross-functional teams to optimize account management processes.
- Mentored junior team members, enhancing skills and achieving revenue growth from $500,000 to $1,700,000.
- Oversaw benefits administration and ensured compliance with regulations.
- Handled sensitive employee and company information with highest level of confidentiality and discretion.
- Provided HR consultation services to leadership and department heads.
- Ensured compliance with federal, state and local employment laws.
- Identified, screened and interviewed potential employees.
Licensed Sales Associate
AAA Northern California, Nevada, and Utah
Mountain View
03.2012 - 03.2015
- Assisted customers with insurance policy inquiries and quotes.
- Educated clients on AAA membership benefits and services.
- Responded promptly to customer concerns and resolved issues effectively.
- Developed strong relationships with clients to foster loyalty and retention.
- Offered policy guidance and management to promote asset protection.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Assistant Manager / Sales & Marketing
State Farm Insurance
Sunnyvale
06.2009 - 03.2012
- Streamlined daily operations and workflow for insurance services management.
- Handled customer service inquiries and complaints promptly to enhance client satisfaction.
- Conducted Capital Needs Analysis to assess client requirements effectively.
- Updated knowledge of company products and services to ensure informed client interactions.
Education
Bachelor of Science - Business Administration
Capella University
Minneapolis, MN05-2018
Skills
- Client relationship management
- Insurance policy analysis
- Negotiation strategies
- Compliance oversight
- Strategic planning
- Account optimization
- Problem solving
- Employee training
- Risk assessment
- Relationship management
- Client onboarding
- Upselling strategies
- HR policy/procedure development
- HR policies
- HR Support
Certification
- Life and Health Insurance License
- Notary
Timeline
Senior Executive Account Manager
Probity Insurance Services
02.2018 - Current
Licensed Sales Associate
AAA Northern California, Nevada, and Utah
03.2012 - 03.2015
Assistant Manager / Sales & Marketing
State Farm Insurance
06.2009 - 03.2012
Bachelor of Science - Business Administration
Capella University