Caitlin Klosterman
Everett,WA
Summary
Results-driven professional with 21 years of insurance industry experience and expertise in client relationship management, risk evaluation, and frontline underwriting. Skilled in problem solving and effective communication, consistently educating clients on coverage options while executing frontline underwriting to ensure risk acceptability.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Sales Agent
McClain Insurance Services
Everett, Washington
07.2014 - Current
- Cultivate positive client relationships to assess insurance needs effectively.
- Educate clients on diverse insurance products and coverage options.
- Execute frontline underwriting to evaluate risk acceptability.
- Apply underwriting expertise to contribute to agency success by writing profitable business.
Non-Injury Liability Claims Adjuster
Safeco
Seattle, Washington
11.2012 - 07.2014
- Investigated claims by obtaining recorded statements from involved parties, and reviewing photos and repair estimates to determine liability.
- Documented claim files accurately in the claims management system.
- Negotiated liability decisions with claimant carriers.
Customer Service Representative
Liberty Mutual
Redmond, Washington
01.2012 - 11.2012
- Assisted customers with policy changes and coverage inquiries.
- Educated customers on product offerings and made coverage recommendations.
- Identified cross-sell opportunities for sales agents.
Education
High School Diploma -
Cascade High School
Everett, WA06-2003
Skills
- Industry expertise
- Risk assessment
- Insurance product knowledge
- Policy analysis
- Customer service excellence
- Cross-selling strategies
- Problem-solving
- Effective communication
- Attention to detail
- Team collaboration
- Adaptability to change
- Building rapport
Certification
P&C License
Timeline
Sales Agent
McClain Insurance Services
07.2014 - Current
Non-Injury Liability Claims Adjuster
Safeco
11.2012 - 07.2014
Customer Service Representative
Liberty Mutual
01.2012 - 11.2012
High School Diploma -
Cascade High School