Kirstyn Olivo
Taunton
Summary
Dedicated professional with extensive experience in client service and relationship management. Recognized for delivering tailored insurance solutions and conducting thorough policy reviews, ensuring client needs are met with precision and care.
Overview
16
16
years of professional experience
Work History
Client Service Manager
FBinsure/Patriot Growth Insurance Services, LLC
Taunton, MA
05.2017 - 11.2025
- Managed client inquiries, policy changes, and renewals while processing payments and educating clients on coverage.
- Resolved complaints, identified cross-selling opportunities and maintained accurate account records using our agency management system.
- Utilized strong communication, negotiation and licensing skills to boost customer retention.
- Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Resolved customer inquiries regarding policy details, claims processes, and coverage options.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Client Manager
Rogers & Gray Insurance Agency
Hyannis, MA
08.2014 - 05.2017
- Cultivated strong relationships with clients to enhance satisfaction and loyalty.
- Developed customized insurance solutions tailored to client needs and risk profiles.
- Led annual reviews of client policies to ensure compliance and coverage adequacy.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Customer Service Representative
A-Affordable Insurance
Brockton, MA
05.2010 - 07.2014
- Resolved customer inquiries, providing accurate information on insurance policies and coverage options.
- Maintained detailed records of customer interactions using CRM systems to enhance service quality.
- Processed insurance applications and renewals using company-specific software tools efficiently.
- Collaborated with underwriters to assess risk factors and ensure accurate policy issuance.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Dedham High School
Dedham, MAHigh School Diploma -
Quincy College
Quincy, MASkills
- Client relationship building
- Client retention
- Teamwork and collaboration
- Client education
- Customer service
- Records management
- Documentation skills
- Organization
- Complaint handling
- Insurance terminology
- Policy review
- Attention to detail
Languages
English
Native or Bilingual
Portuguese
Limited Working
Timeline
Client Service Manager
FBinsure/Patriot Growth Insurance Services, LLC
05.2017 - 11.2025
Client Manager
Rogers & Gray Insurance Agency
08.2014 - 05.2017
Customer Service Representative
A-Affordable Insurance
05.2010 - 07.2014
High School Diploma -
Dedham High School
High School Diploma -
Quincy College