Charity Leighty
Bigfork
Summary
Motivated and detail-orientated professional skilled in client relations and team collaboration. Proven track record in account management, ensuring compliance, and fostering long-lasting client and team partnerships.
Overview
22
22
years of professional experience
Work History
Landlord/Business Owner
CTL Real Estate Holdings LLC
Bigfork, MT
02.2021 - Current
- Manage tenant relationships to ensure high satisfaction and retention rates.
- Oversee property maintenance and repairs, coordinating with contractors for timely resolutions.
- Conduct regular property inspections to uphold safety standards and compliance regulations.
- Monitor rent collections and resolved tenant disputes quickly and effectively.
- Improve tenant satisfaction by promptly addressing maintenance requests and resolving issues efficiently.
- Coordinate move-in/move-out processes for various units smoothly while minimizing disruptions to neighboring tenants.
- Maintain organized records of all tenant interactions, maintenance requests, and lease agreements for easy reference and efficient management.
- Oversee property maintenance and repairs, coordinating with contractors for timely resolutions.
- Enhance property appearance by overseeing regular maintenance tasks, landscaping projects, and interior renovations.
CDL Truck Driver/Business Owner
CTL Trucking & Excavating LLC
Kalispell, MT
04.2022 - 12.2024
- Conducted pre-trip and post-trip inspections to ensure vehicle safety and compliance with regulations.
- Operated commercial vehicles in compliance with federal and state regulations.
- Maintained accurate logs of driving hours, routes, and fuel usage in compliance with DOT regulations.
- Implemented best practices for load securement, minimizing risk of damage during transit.
- Operated with safety and skill to avoid accidents and delays.
- Managed payment processing, Insurances and reconciliation for multiple accounts to ensure accuracy and compliance.
- Contributed to successful financial audits through meticulous record-keeping practices and prompt responses to auditor requests for information about specific transactions or processes.
- Established strong customer relationships through excellent communication and attentive service.
- Maintained a safe work environment by enforcing strict safety protocols and regularly updating staff on industry best practices.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
Large Commercial Account Manager
PayneWest Insurance
Kalispell, MT
03.2020 - 04.2022
- Cultivated strong client relationships to ensure satisfaction and retention.
- Developed tailored insurance solutions to meet diverse commercial client needs.
- Collaborated with cross-functional teams to streamline policy administration processes.
- Mentored junior account managers, fostering professional development and knowledge sharing.
- Implemented best practices for risk assessment and mitigation strategies across accounts.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Maintained required data in agency management system to follow corporate guidelines.
- Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Processed cancellation requests from carriers and provided resolution to maintain financial equity.
Personal Insurance Account Manager
PayneWest Insurance
Kalispell, MT
09.2007 - 03.2020
- Managed client accounts, ensuring comprehensive coverage and compliance with industry regulations.
- Developed tailored insurance solutions to meet diverse client needs and enhance satisfaction levels.
- Collaborated with underwriting teams to streamline policy issuance and improve turnaround times.
- Conducted regular policy reviews to identify coverage gaps and recommend necessary adjustments.
- Fostered strong relationships with clients, resulting in increased retention rates and referrals.
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Monitored industry trends and regulatory changes to stay current on best practices in account management and provide informed recommendations to clients.
- Maintained detailed records of client interactions, policies, and transactions.
- Assisted in training new team members on company procedures, ensuring seamless integration into the account management department.
- Collaborated with sales teams to identify potential new clients, leading to an expansion of the agency''s client base.
Administrative Assistant
PayneWest Insurance
Kalispell, MT
06.2004 - 09.2007
- Managed correspondence and documentation, ensuring accuracy and timely communication across departments.
- Assisted in the preparation of reports and presentations, supporting management decision-making processes.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
Education
High School Diploma -
Whitefish High School
Whitefish, MTSkills
- Customer Service-oriented
- Attention to detail
- Driven and determined
- Relationship building
- Work Planning and Prioritization
- Team collaboration and leadership
- Professionalism and ethics
- Client relations
- Account management
- Negotiation
- Computer proficiency
Timeline
CDL Truck Driver/Business Owner
CTL Trucking & Excavating LLC
04.2022 - 12.2024
Landlord/Business Owner
CTL Real Estate Holdings LLC
02.2021 - Current
Large Commercial Account Manager
PayneWest Insurance
03.2020 - 04.2022
Personal Insurance Account Manager
PayneWest Insurance
09.2007 - 03.2020
Administrative Assistant
PayneWest Insurance
06.2004 - 09.2007
High School Diploma -
Whitefish High School