- Volunteer Work
- Youth mentor, providing guidance and support to empower the next generation of leaders
- Crafting and DIY Projects
Marlo Baumruk
Windsor
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
22
22
years of professional experience
Work History
Account Manager
State Farm and American Family Insurance
01.2016 - 01.2026
- Managed client relationships to enhance customer satisfaction and retention.
- Developed strategic insurance solutions tailored to individual client needs.
- Analyzed market trends to inform policy recommendations and business strategies.
- Collaborated with cross-functional teams to streamline claims processing and improve service delivery.
- Implemented process improvements that increased operational efficiency within the team.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Loan Advisor and Teller
Bellco Credit Union
07.2022 - 07.2023
- Guided clients through loan application processes, ensuring compliance with financial regulations.
- Evaluated creditworthiness and financial documents to provide tailored loan solutions.
- Developed and maintained strong relationships with clients to enhance satisfaction and retention.
- Collaborated with underwriting teams to streamline loan approval timelines and improve operational efficiency.
- Mentored junior advisors on best practices in loan processing and customer engagement strategies.
- Contributed towards continuous improvement initiatives within the organization by sharing best practices and suggesting process enhancements.
Substitute Teacher, Admin Secretary and Media Sub
Weld Re-4 and Weld Re-6
09.2003 - 10.2015
- Developed engaging lesson plans to support diverse learning styles.
- Implemented classroom management strategies to maintain a positive learning environment.
- Adapted instructional materials based on student needs and curriculum changes.
- Collaborated with teachers to align substitute lessons with educational goals.
- Assessed student progress and provided feedback to enhance learning outcomes.
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines to support student environments and maintain consistent schedules.
Education
Bachelor of Arts - Cultural Anthropology
Univeristy of Wyoming
Laramie WyNo Degree - Paralegal Studies Certificate
Metropolitan State University of Denver
Denver, CO10-2019
No Degree - Insurance Licensing
State of Colorad
Denver10-2016
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
Interests
Timeline
Loan Advisor and Teller
Bellco Credit Union
07.2022 - 07.2023
Account Manager
State Farm and American Family Insurance
01.2016 - 01.2026
Substitute Teacher, Admin Secretary and Media Sub
Weld Re-4 and Weld Re-6
09.2003 - 10.2015
Bachelor of Arts - Cultural Anthropology
Univeristy of Wyoming
No Degree - Paralegal Studies Certificate
Metropolitan State University of Denver
No Degree - Insurance Licensing
State of Colorad