Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Interests
Timeline
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Kristine Ann O'Hagan

Summary

Professional Insurance Agent with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.

Overview

8
8
years of professional experience
1
1
Certificate

Work History

Computer Lab Manager

School District of Indian River County
08.2024 - 05.2025
  • Educated and Informed of quick fixes to the devices resulting in increased productivity and technological proficiency.
  • Collaborated with faculty to integrate technology into curriculum, enhancing student learning experiences.
  • Contributed to the development of IT policies, ensuring secure and efficient use of computer lab resources.
  • Optimized computer lab usage by creating an effective scheduling system catering to various user needs.
  • Implemented data backup strategies, safeguarding valuable information from potential loss or damage.
  • Coordinated with IT department to ensure seamless network connectivity in the computer lab, enabling uninterrupted access for users.

Certified Guest Educator

School District of Indian River County
04.2018 - 07.2024
  • Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
  • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
  • Participated in professional development opportunities to stay current on educational trends and research-based teaching strategies for continuous improvement in practice.
  • Fostered positive classroom environment, managing student behavior and promoting respect.
  • Assisted in development of individualized education plans for students requiring additional support, contributing to their academic success.

Insurance Agent

Livings Insurance
09.2023 - 11.2023
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Insurance Agent

Getty Insurance d/b/a GreatFlorida Insurance
03.2020 - 08.2023
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Utilized CRM software to manage client relationships.
  • Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.

Insurance Agent

Schlitt Insurance Services
11.2019 - 02.2020
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.

Certified Customer Service Representative

Butcher Insurance Group
08.2017 - 11.2019
  • Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
  • Handled escalated calls from dissatisfied customers with diplomacy, successfully de-escalating tensions while working towards mutually agreeable resolutions.
  • Delivered comprehensive product knowledge to clients, enabling informed decision-making regarding purchases or services.
  • Developed rapport with customers by demonstrating empathy, patience, and active listening skills.
  • Utilized CRM software to manage customer contacts, enhancing responsiveness and service quality.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.

Education

Certificate of Completion - Open Innovation

Harvard Business School
Online
03.2025 - 05.2025

LHV Annuity 40 Hours

Morton Schools
07-2014

General Lines Agent 200 Hours

Indian River State College
03-2013

Bachelor of Science - Business Management

Molloy College
Rockville Centre, NY
01-1995

Skills

  • Licensed Insurance Agent -215 and 220
  • Professionalism and ethics
  • Quotes and sales
  • Property and casualty insurance
  • Client retention
  • Client needs analysis
  • Account management
  • Policy writing
  • Upselling
  • Wireless networking
  • Hardware troubleshooting
  • New client acquisition
  • Negotiation
  • CRM software - AMS 360, Vertafore, Hawksoft, Salesforce

Certification

  • 2-20 General Lines (Property and Casualty) - 02/04/2020
  • 2-15 Life Incl. Var. Annuity and Health - 08/11/2014
  • Florida State License Number - E065441
  • First Aide - AED/CPR Mental Health

Languages

English
Native or Bilingual

Affiliations

  • Former CASTLE Board of Director
  • Former Indian River Junior League Member
  • Former Rotary of Sebastian Member
  • Former Youth Guidance Advisory Committee
  • Beachland PTA
  • Former Beachland School Advisory Secretary
  • Former Vero Beach High School PTA
  • Former Vero Beach High School SAC Secretary

Interests

  • Dancing
  • Music
  • Supporting STEM education initiatives and mentorship programs
  • Watching Movies and TV Shows
  • Yoga
  • Reading
  • Photography
  • Creative Writing
  • Robotics
  • Bread Making

Timeline

Certificate of Completion - Open Innovation

Harvard Business School
03.2025 - 05.2025

Computer Lab Manager

School District of Indian River County
08.2024 - 05.2025

Insurance Agent

Livings Insurance
09.2023 - 11.2023

Insurance Agent

Getty Insurance d/b/a GreatFlorida Insurance
03.2020 - 08.2023

Insurance Agent

Schlitt Insurance Services
11.2019 - 02.2020

Certified Guest Educator

School District of Indian River County
04.2018 - 07.2024

Certified Customer Service Representative

Butcher Insurance Group
08.2017 - 11.2019

LHV Annuity 40 Hours

Morton Schools

General Lines Agent 200 Hours

Indian River State College

Bachelor of Science - Business Management

Molloy College
Kristine Ann O'Hagan