Adrienne Unverferth

Senior Private Client Advisor

Role
Client Services Manager Ii, Private Client at Gallagher
Location
Jacksonville, FL, US
LinkedIn followers
500 followers

About Adrienne Unverferth

Creative and experienced Licensed Risk Advisor operating and achieving increases in customer acquisition and retention.Licenses held: 2-20 Property & Casualty 2-15 Life, Health, and Variable Annuities- Created business opportunities for multiple State Farm offices- Achieved recognition for conversion increases and performance- Resolved customer needs promoting company technologies, products and services- Influenced and lead cross-functional teams on various projects requiring strong coordination of activities ensuring maximum profitability.10+ years of experience with: Networking, Persuasion, Prospecting, Market Research, Writing, Closing, Team Motivation, Sales & Strategic Planning, Identification of Customer Needs and Challenges, Territory Management, Market Knowledge, Meeting Sales Goals, Professionalism, Possesses deep proficiency with multiple CRMs and all Microsoft applications.

Experience

  1. Client Services Manager Ii, Private Client

    Gallagher

    Aug 2025 — Present · Jacksonville, FL, US

Education

  • Chipola College

    Worked towards Associate of Arts

    2010

Skills

  • Umbrella Insurance
  • Health Insurance
  • Whole Life
  • Property
  • Life Insurance
  • Legal Liability
  • Disability Insurance
  • Property & Casualty Insurance
  • Commercial Insurance
  • Renters
  • Leadership
  • Liability
  • Term Life Insurance
  • Commercial Lines
  • Property
  • Insurance
  • Homeowners
  • Casualty Insurance
  • Sales
  • Customer Service
  • General Insurance

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