Kimberly Dunne

Phone: 513.621.6030
E-mail: kdunne@premierplanning.net

Kimberly Dunne, Office Manager

Kim joined Premier Planning Group in 2008 as office ambassador for clients.  With over eight years experience in client relations and insurance, she specializes in interacting daily with clients and dealing with insurance and investment companies when setting up new accounts.  Kim is responsible for the accounting aspects and licensing for in-house producers as well as brokers with our organization.  Her other primary duties include research of mutual funds and stocks, case preparation and client reporting.  In addition, Kim is responsible for PPG’s annual Oktoberfest party and other client appreciation events.

Prior to joining PPG, Kim was a client relationship manager for State Farm Insurance where she was responsible for building relationships, reviewing household policy details and ensuring all liabilities were fully protected.  During that time she held her insurance license for Property & Causality and Life & Health for Ohio.

From 2004 through 2006, Kim was an account executive for USAA Insurance in Tampa, FL managing insurance accounts for active and retired United States military service men, women and their families.  While at USAA she held Property & Causality insurance license in multiple states.

Kim attended Purdue University in West Lafayette, IN as liberal arts major.  She moved to Cincinnati in 2006 from Florida and resides in Milford with her daughter, Riley, son, Henry, and dog, Haley.  Kim has been involved with the community since moving to Cincinnati.  She ran the Flying Pig Marathon for the Leukemia & Lymphoma Society and raised just over $5,000 for research in those diseases.  Kim is also involved with Riley & Henry’s school volunteering in the Pancake Breakfast, Spring Carnival and various class activities.  Both kids keep her busy between school, football, cheerleading and gymnastics.