As the Director of Client Experience at Piedmont Insurance Brokerage, Stephanie Zaccaria-Clune exemplifies the essence of customer-centric service in the insurance industry. With a robust background in account management and client services, she is dedicated to ensuring that every client interaction reflects a white-glove standard...
As the Director of Client Experience at Piedmont Insurance Brokerage, Stephanie Zaccaria-Clune exemplifies the essence of customer-centric service in the insurance industry. With a robust background in account management and client services, she is dedicated to ensuring that every client interaction reflects a white-glove standard of excellence. Stephanie is not just a people person; she is a relationship builder who thrives on fostering new partnerships while nurturing existing ones. Her expertise in full-cycle account management allows her to seamlessly implement new business operations workflows, ensuring adherence to processing timelines and service level agreements (SLAs).
In her role, Stephanie takes a data-driven approach to client experience by creating and analyzing monthly sales reports and financial forecasts. This analytical insight enables her to monitor year-end goals effectively, ensuring that both client satisfaction and business objectives are met. Her proficiency in Microsoft Excel and collaborative problem-solving skills empower her to identify trends and opportunities for improvement, ultimately enhancing the overall client experience.
Stephanie’s leadership in client services is characterized by her commitment to maintaining high standards of customer satisfaction. She understands that every interaction is an opportunity to build trust and loyalty, which is why she prioritizes open communication and responsiveness. By keeping the operational train moving efficiently, Stephanie not only drives business success but also cultivates a culture of excellence at Piedmont Insurance Brokerage, making her an invaluable asset to the team and a trusted partner for clients.
