Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelsey Evans

Columbia,MO

Summary

Licensed insurance producer in Missouri since 2016 with a proven track record in the claims/sales industry. Proficient in customer service, auto/home insurance, and medical claims handling. Experienced in managing individual files and collaborating within a team setting in a dynamic environment. Recognized for accuracy in policies sold to current clients and known for being empathetic. I prioritize that clients are adequately insured and deliver quality results to the business.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

Veterans United Insurance
08.2021 - Current
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Responds to approximately 25 customer inquires via phone, chat & email in a prompt and professional manner.
  • Contributed to agency success by meeting or exceeding monthly sales targets.
  • Developed client relationships through direct referrals, lead databases, and cold calling

SALES

STATE FARM INSURANCE
07.2019 - 08.2021
  • Communicate directly with customers to protect their home, auto, life and health insurance needs.
  • Identify any gaps in coverages.
  • Set appointments for customers to meet with agent Dale Parker to focus on maintaining retention and gaining referral.

PERSONAL ACCOUNT MANAGER

STATE FARM INSURANCE
07.2016 - 06.2019
  • Customer Service- Sold life, health, auto and fire policies to new and existing customers.
  • Achieved cold calling numbers set by the agent Stephanie Wilmsmeyer on a weekly basis.

CLAIMS ASSOCIATE

STATE FARM REGIONAL OFFICE
07.2012 - 07.2016
  • Responsible for handling auto claims in Missouri.
  • Reviewed medical bills, medical records, and attorney demands.
  • Issued maximum payment according to benefits allowed in their policy language.
  • Trained new employees and temporary hires.

Education

Some College (No Degree) - General Studies, Marketing

UNIVERSITY OF MISSOURI
Columbia, MO

Skills

  • Effective client relations skills
  • In-depth understanding of insurance offerings
  • Effective communicator
  • Strong task prioritization
  • Proactive self-management
  • Computer proficient
  • Adaptable
  • Decisive decision-making
  • Compassionate client engagement

Certification

Property & Casualty License, NPN # 18023528 - 2016 - present


Timeline

Insurance Sales Agent

Veterans United Insurance
08.2021 - Current

SALES

STATE FARM INSURANCE
07.2019 - 08.2021

PERSONAL ACCOUNT MANAGER

STATE FARM INSURANCE
07.2016 - 06.2019

CLAIMS ASSOCIATE

STATE FARM REGIONAL OFFICE
07.2012 - 07.2016

Some College (No Degree) - General Studies, Marketing

UNIVERSITY OF MISSOURI

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