Summary
Overview
Work History
Education
Skills
Timeline
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Ashley Heinen

Plymouth

Summary

Dynamic Commercial Insurance Agent at TRICOR Insurance with a proven track record in policy analysis and exceptional problem-solving. Cultivated strong relationships with carriers, enhancing client satisfaction through tailored solutions. Demonstrated critical thinking and teamwork skills, significantly reducing documentation errors and improving service quality.

Overview

14
14
years of professional experience

Work History

Commercial Insurance Agent

TRICOR Insurance
12.2024 - Current
  • Offered detailed information about products and binding coverage.
  • Cultivated strong relationships with carrier partners to ensure optimal support for clients'' ongoing needs.
  • Demonstrated exceptional problem-solving skills while handling challenging negotiation situations with carriers or clients.
  • Reduced errors in policy documentation by meticulously reviewing contracts before submission to underwriting teams.
  • Increased client satisfaction by providing personalized commercial insurance solutions tailored to their specific needs.

Assistant Manager

Q-Mart
04.2011 - 11.2013
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.

Marketing/Business Development

Badger State Restoration
11.2013 - 12.2024
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Education

Property Damage Restoration Certification - Restoration

IICRC
Plymouth, WI

Property And Casualty License - Insurance

Kaplan University
Online
03.2024

GED -

Lakeshore Technical College
Cleveland, WI
08.2004

Skills

  • Policy analysis
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Excellent communication
  • Critical thinking

Timeline

Commercial Insurance Agent

TRICOR Insurance
12.2024 - Current

Marketing/Business Development

Badger State Restoration
11.2013 - 12.2024

Assistant Manager

Q-Mart
04.2011 - 11.2013

Property Damage Restoration Certification - Restoration

IICRC

Property And Casualty License - Insurance

Kaplan University

GED -

Lakeshore Technical College

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Ashley Heinen