Krista Varner-Massey
San Diego
Summary
Results-oriented Client Manager skilled in document management and marketing strategy development. Successfully supported client onboarding and streamlined communication processes, contributing to enhanced efficiency and client satisfaction. Seeking to leverage expertise to drive impactful client outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Manager
Marsh & McLennan Agency LLC
San Diego, CA
08.2021 - Current
- Supported client onboarding processes to ensure smooth transitions. Including Broker of Record accounts.
- Collaborated with finance department on invoicing and Finance Agreements.
- Documented client interactions to maintain accurate records and follow-ups.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Built client relationships by responding promptly to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Assisted in managing client communications and inquiries efficiently. Including processing endorsements, updating RFI documents, updating Sagitta and issuing ID cards.
- Provided administrative support for client meetings and presentations. Including review of incoming quotes and proposal preparation.
- Proactively initiating the renewal timeline with the service team by confirming marketing outline and requesting updates from the client 120 days before renewal then following up on these requests.
- Upon receipt of updates, preparing marketing materials such as Applications, Loss Runs, Supplementals and Loss Summaries for submission to the marketing team.
- Compiled estimod reports for service team review, ensuring accuracy and clarity.
- Supported development of premium allocation spreadsheets to streamline budget management processes.
- Crafted concise policy summaries to facilitate informed decision-making and operational efficiency.
- Conducted thorough reviews of binders and generated invoices to ensure timely transmittal of materials.
Client Administrator
Marsh & McLennan Agency LLC
San Diego, CA
04.2018 - 08.2021
- Managed client inquiries and changes to ensure timely resolution and satisfaction. Including processing changes, updated the RFI document and Sagitta
- Facilitated timely distribution of insurance ID cards to support client renewals and routine requests.
- Processing endorsements and audits in a timely manor.
- Reviewing policies, completing policy checking notes and ensuring delivery to the insured within 30 days of delivery.
- Assisting in issuance of renewal certificates, contract reviews and daily certificate request.
- Conducted comprehensive evaluations of binders to ensure accuracy and issued invoices for timely transmittals.
- Engaged with clients to obtain renewal updates, ensuring alignment with service team instructions.
- Evaluated and organized loss runs and supplementals to ensure accuracy.
- Compiled and formatted accord applications and marketing documentation to facilitate team review and approval.
Education
High School Diploma -
Mount Miguel High School
Spring Valley, CA Skills
- Client relationship development
- Strategic account oversight
- Goal-oriented planning
- Collaborative partnership development
- File management expertise
- Strategic marketing planning
- Implementation of standard operating procedures
- Efficient time management
Certification
- Certified Insurance Service Representative (CISR(
- Certified Insurance Counselor (CIC)
Timeline
Client Manager
Marsh & McLennan Agency LLC
08.2021 - Current
Client Administrator
Marsh & McLennan Agency LLC
04.2018 - 08.2021
High School Diploma -
Mount Miguel High School