Patrick Bollin

Client Success Manager @ Centerfield

About

I build bridges between people, data, and ideas.With over a decade in client success, account management, and growth strategy across insurtech and digital commerce, I’ve led cross-functional initiatives that drive measurable impact. My work focuses on optimizing partnerships, increasing retention, and turning customer insights into actionable business strategy.I also bring a modern, AI-enabled approach to this work. I actively leverage tools like ChatGPT, Claude, and Notion AI to streamline workflows, enhance communication, and uncover insights faster. This allows me to operate more efficiently, scale strategic thinking, and deliver higher-impact outcomes across teams and clients.Beyond metrics, I’m passionate about communication as a catalyst for connection. I’m pursuing advanced study in strategic communication and global media to better understand how narratives shape policy, culture, and trust. My goal is to merge strategy, storytelling, and technology to help organizations grow sustainably while communicating with clarity and purpose.Areas of focus: Client Success and Retention | AI-Driven Strategy | Strategic Communication | SaaS and Digital Commerce | Cross-Functional Leadership

Country

United States

City

San Diego

Industry

Insurance

Skill

Coaching & Mentoring, New Business Opportunities, Operational Efficiency, Customer Engagement, Relationship Building, Presenting Solutions, Business Negotiation, Strategic Account Development, Emergency Response to Terrorism, Contract Negotiation, Market Research, Retention Strategies, Salesforce CRM Analytics, Customer Retention, Conversion Optimization, Brand Storytelling, Building Business Relationships, Working With Clients, Liberal Arts, Campaign Analytics

Experience

Client Success Manager

Centerfield

2025-11 - Present · 11 mos

• Lead strategic communication with social commerce clients by translating business goals into clear activation plans, aligning internal teams around messaging priorities, and delivering ongoing performance insights to guide decision-making. • Strengthen brand presence across digital marketplaces by partnering with marketing and product teams to refine value propositions, optimize consumer engagement, and ensure consistent platform expression of client offerings. • Advance customer satisfaction and retention through proactive relationship management, expectation setting, and delivery of data-backed campaign enhancements that drive measurable business results.

Account Manager

Centerfield

2024-9 - 2025-10 · 1 yr 2 mos

San Diego, California, United States

Agent Engagement Specialist

Agero, Inc.

2023-1 - 2024-9 · 1 yr 9 mos

● Conduct outreach to key stakeholders within State Farm to schedule time in territory or vice president meetings ● Present demos of the new Agent Dashboard to State Farm agents and their Sales Leaders ● Perform daily outreach to agents to consistently generate engagement ● Develop and leverage targeted marketing materials to improve agent engagement and program visibility ● Increase the number of engaged agents per quarter by a set amount ● Increase the number of advocate agents per quarter by a set amount ● Respond to and resolve Emergency Roadside tickets within a set amount of time ● Increase overall activation and usage of roadside claims from State Farm customers.

Partnership Sales Strategic Account Manager

Ethos

2021-8 - 2022-11 · 1 yr 4 mos

Remote

Account Manager

Farmers Insurance

2021-4 - 2021-8 · 5 mos

San Diego, California, United States

Managing a personal lines book of business by servicing and cross selling.

Licensed Sales

Allstate

2017-11 - 2021-4 · 3 yrs 6 mos

San Diego, California

Office Account Manager

Allstate Insurance Agency

2017-10 - 2021-4 · 3 yrs 7 mos

● Managed insurance policies, process endorsements, and provided advice on coverages ● Managed team of sales agents and helped set and successfully hit weekly, monthly, quarterly, and yearly goals ● Successfully helped build a book of business of over $3M within the first two years ● Established and cultivated relationships with key decision makers in the insurance industry ● Focused on improving and maintaining agency efficiency, compliance, and customer satisfaction scores.

Team Lead

Magna TEAM Systems

2013-11 - 2017-9 · 3 yrs 11 mos

● Managed a team of 20+ individuals, while also providing support to the team leader ● Liaised with the company and clients to strengthen the partnership by conveying world-class service ● Constructed products and provided support while maintaining the integrity of products built ● Consistently led the team in monthly training sessions and team-building exercises.

Operator

Magna TEAM Systems

2012-6 - 2013-11 · 1 yr 6 mos

● Constructed parts and modules for several large auto manufacturers ● Maximized efficiency without compromising on quality by providing excellent work ethic leading to advancement within the company.