Summary
Overview
Work History
Education
Skills
MVP
Timeline
Generic

Katrina Keller

Kenner

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Qualified [Desired Position] with robust background in insurance sales. Successfully advised clients on suitable insurance products, leading to increased customer satisfaction and retention. Demonstrated expertise in risk assessment and policy customization.

Overview

20
20
years of professional experience

Work History

Licensed Insurance Sales Consultant

Progressive Insurance Direct
02.2022 - Current
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Finalized sales and collected necessary deposits.
  • Received certification as a SME
  • Promoted to PAA Core and Chat services, selling Home, Dwelling fire, Special lines and auto
  • Educated clients on coverage options and policy details, ensuring informed decision-making.
  • Streamlined sales processes through the implementation of new CRM software, improving efficiency.
  • Made MVP the last 2yrs in a row.

Licensed Insurance Account Manager

Dan Burghardt Insurance Agency
07.2019 - 12.2021
  • Calculated quotes and educated potential clients on insurance options.
  • Updated additional products and services after identifying customer needs and requirements.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.
  • Collected premiums on or before effective date of coverage.

Store Manager

Sally Beauty Holdings Inc.
09.2012 - 07.2019
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Assisted with hiring, training and mentoring new staff members.
  • Approved regular payroll submissions for employees.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.

Health and Beauty Manager and HR Consultant

Rouses Market
10.2005 - 05.2011
  • Developed training programs for staff on product knowledge and sales techniques, improving overall performance.
  • Mentored junior staff through one-on-one coaching sessions, fostering professional development within the team.
  • Created visually appealing merchandising displays that showcased featured products effectively promoting them among customers.
  • Resolved customer complaints professionally and efficiently, maintaining high levels of customer satisfaction.
  • Developed and executed successful promotional events, driving increased sales and client loyalty.

Education

High School Diploma -

Alfred Bonnabel High
Kenner, LA
05.1989

Skills

  • Reading Comprehension
  • Cross-Promote Products
  • Sell Policies
  • Customer Service and Assistance
  • New Policy Quotations
  • Insurance Eligibility
  • Underwriter Collaboration
  • Industry Best Practices
  • Sales Quota Achievement
  • Team Training
  • CRM Tracking
  • Mortgage Underwriting
  • Customer Service
  • Policy analysis
  • Client relationship building
  • Licensed insurance agent

MVP

Became part of the elite group in the top 3% of the company by delivering optimal customer service and presenting my natural skills and abilities to ensure retention and operational success.

Timeline

Licensed Insurance Sales Consultant

Progressive Insurance Direct
02.2022 - Current

Licensed Insurance Account Manager

Dan Burghardt Insurance Agency
07.2019 - 12.2021

Store Manager

Sally Beauty Holdings Inc.
09.2012 - 07.2019

Health and Beauty Manager and HR Consultant

Rouses Market
10.2005 - 05.2011

High School Diploma -

Alfred Bonnabel High

Similar Profiles

CREATE PROFILE
Katrina Keller