Summary
Overview
Work History
Education
Certification
Timeline
Generic

AIMEE KETTLES- SULLIVAN

Spencerport,USA

Summary

Accomplished business professional with over 20 years of experience delivering client-focused solutions, and exceeding performance goals. Proven success in insurance sales, consistently surpassing targets through a customer-first approach. Experienced entrepreneur with a strong track record of leading and operating a successful business, demonstrating expertise in strategic planning, operations, and client relationship management.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Operations Manager

Sullivan Mechanical Services
Rochester, New York
05.2018 - Current
  • Manage daily operations, daily scheduling, and coordinate service appointments.
  • Respond to client inquiries via phone and email with professionalism and efficiency.
  • Facilitate weekly payroll and ensure timely compensation for all staff.
  • Organize and maintain insurance records for vehicles, commercial liability, and workers' compensation to ensure compliance with state regulations.
  • Administer accounts payable and receivable duties (verify invoices, process payments, and weekly invoices via QuickBooks, resolve issues with delinquent payments as needed to reconcile).
  • Prepare and file quarterly tax reports, payments, and maintain financial compliance.

CoFounder & Principle

Auto Agency Direct
Rochester, NY
06.2020 - 06.2022
  • Launched a successful independent insurance brokerage from the ground up, including obtaining carrier appointments, and meeting all New York State licensing and compliance requirements.
  • Built and managed a profitable book of business by delivering tailored insurance solutions that aligned with individual client needs.
  • Oversaw daily operations, including sales, customer service, marketing, and regulatory compliance.
  • Maintained active insurance, entity licensing, and ensured adherence to state and industry compliance.
  • Managed all back-office functions, including payroll, accounting, and vendor coordination.
  • Met and exceeded performance goals set by partner carriers through consistent client acquisition and retention.
  • Successfully scaled the agency and led it through a strategic sale.

Manager

Freeway Insurance / Confie
Rochester, NY
06.2013 - 05.2018
  • Reported daily policy numbers and banking deposits to the District Manager and corporate headquarters.
  • Generated and analyzed monthly retention reports to support performance improvement and client retention strategies.
  • Managed a team of 3 to 4 staff members, overseeing scheduling, task delegation, and day-to-day workflow to ensure smooth office operations.
  • Handled weekly payroll, maintained staff records, and ensured compliance with internal HR processes.
  • Sold multiple lines of insurance, providing tailored solutions to meet customer needs, and exceed sales goals.
  • Delivered exceptional client-focused support by answering phones, resolving client inquiries, and maintaining a high level of office efficiency.
  • Delegated tasks effectively to optimize team performance and enhance the client experience.
  • Successfully completed a 90-hour Property and Casualty course, and maintained active state insurance licensing through continuing education.
  • Maintained adaptability through the company acquisition of Freeway Insurance/Confie and subsequently.

Customer Service Associate

Advanced Auto Insurance
Rochester, New York
09.2009 - 06.2013
  • Responded to a high volume of phone calls and client messages, ensuring timely and professional communication.
  • Maintained adaptability through the company's acquisition of Freeway Insurance/Confie and subsequently.
  • Prepared and delivered accurate insurance quotes tailored to the clients' needs.
  • Balanced multiple tasks daily, including client support and data entry, while maintaining excellent service standards.
  • Demonstrated strong multitasking and organizational skills in a busy office environment.
  • Consistently provided friendly, solution-focused service to build trust and retain clients.

Asset Recovery Agent

Consumer Recovery Associates
Greenville, South Carolina
07.2008 - 07.2009
  • Strategically managed a personal queue of delinquent accounts to maximize recovery.
  • Utilized skip tracing tools and investigation techniques to locate accurate contact information for debtors, including phone numbers and addresses.
  • Consistently ranked among the top 5 collectors.
  • Maintained high levels of reliability, punctuality, and accountability in a fast-paced, results-oriented environment.
  • Adhered to FDCPA guidelines in all communication and collection activities.
  • Completed 150 to 200 outgoing calls daily.

Customer Service Associate

Advanced Auto Insurance
Rochester, New York
06.2003 - 07.2008
  • Responded to a high volume of phone calls and client messages, ensuring timely and professional communication.
  • Prepared and delivered accurate insurance quotes tailored to the clients' needs.
  • Balanced multiple tasks daily, including client support and data entry, while maintaining excellent service standards.
  • Demonstrated strong multitasking and organizational skills in a busy office environment.
  • Consistently provided friendly, solution-focused service to build trust and retain clients.

Education

Associate of Arts - Liberal Studies-Buisness

Monroe Community College
Rochester, NY
05-2000

Certification

  • Property & Casualty- Personal Lines (EXP. 2024)

Timeline

CoFounder & Principle

Auto Agency Direct
06.2020 - 06.2022

Operations Manager

Sullivan Mechanical Services
05.2018 - Current

Manager

Freeway Insurance / Confie
06.2013 - 05.2018

Customer Service Associate

Advanced Auto Insurance
09.2009 - 06.2013

Asset Recovery Agent

Consumer Recovery Associates
07.2008 - 07.2009

Customer Service Associate

Advanced Auto Insurance
06.2003 - 07.2008

Associate of Arts - Liberal Studies-Buisness

Monroe Community College

Similar Profiles

CREATE PROFILE
AIMEE KETTLES- SULLIVAN