Kimberly Sanfilippo
Santa Clara,CA
Summary
Detail-orientated with strong problem-solving abilities, and excellent communication skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Ready to tackle new challenges, a willingness to learn and supporting team objectives with dedication and enthusiasm.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Commercial Lines Senior Account Manager
Inszone Insurance
San Jose, CA
07.2023 - Current
- Managing book of commerical accounts acquired from the purchase of Sanfilippo & Sons Insurance. Marketing renewals, processing change requests, advise clients on various coverages and review risks to ensure policies fit their needs and exposures
- Grew book of business by more than $500,000 in written premium for existing customers and $500,000 in written premium for new customers
- Customer retention rate of more than 90%
- 2024 Customer Service MVP
Customer Service Representative
Sanfilippo & Sons Insurance
San Jose, CA
03.2005 - 07.2023
- Assisted agents with marketing on renewals, assisted customers with updating applications reflect accurate information
- Assisted clients with policy updates and changes, and provided proof of insurance for construction contract requirements in a timely manner to ensure clients needs are met
- Handled sensitive customer information with discretion and adhering to strict privacy regulations
- Coordinated office administration needs including streamlining customer files and the agency management system for efficiency, office vacations, supplies and phone system
Education
J.D. - Law
Thomas Jefferson School of Law
San Diego, CABachelor of Arts - Law & Society, Sports Management
University of California Santa Barbara
Santa Barbara, CASkills
- Customer service
- Relationship building
- Problem-solving
- Organization
- Strong work ethic
- Ability to grasp new concepts quickly
Certification
California Bar Association #236446
Relevant Experience
- Resident Advisor – UC Santa Barbara
- San Jose Sports Authority – Internship, San Jose, CA
- Academic Senate Committee on Athletic Policy – UC Santa Barbara – 3 years
- Intercollegiate Athletics Policy Board – UC Santa Barbara
Timeline
Commercial Lines Senior Account Manager
Inszone Insurance
07.2023 - Current
Customer Service Representative
Sanfilippo & Sons Insurance
03.2005 - 07.2023
J.D. - Law
Thomas Jefferson School of Law
Bachelor of Arts - Law & Society, Sports Management
University of California Santa Barbara