Carolyn Kramer
Monticello,FL
Summary
Outgoing agency professional with strong focus on team collaboration and customer relations. Skilled in organizational and operational efficiency. Reliable and adaptable to changing needs, demonstrating leadership and effective communication. Prepared to make significant contributions through innovative problem-solving and goal-oriented strategies.
Overview
21
21
years of professional experience
Work History
Agency Manager
Grubbs Insurance LLC
06.2023 - 08.2025
- Licensed 4-40 RCSR.
- Input all customer information and facilitated workflows, e-docs, and COI's in the agency management system.
- Assisted customers with gathering documentation for carrier claim filing.
- Assisted customers and General Agent in gathering all necessary documentation to bind and obtain home, personal auto, WC, commercial auto, CGL, BOP coverages.
- Assisted with renewals and endorsements for personal and commercial policies.
- Liaison between direct carrier/Whole Sure partner/MGA and customers.
- Paid customer invoices on carrier portals.
- Entered direct and agency bill commission in AMS.
Life and Health Insurance Agent
Self Employed
04.2004 - 08.2025
- Licensed 2-15 Life and Health agent
- Account coordinater for Colonial Life and Accident group employee enrollments.
- Enrolled new hires in group employee benefits and supplemental products.
- Assisted broker in obtaining new or replacement ID cards.
- Assisted broker in obtaining employee census from employers.
Education
Bachelor of Arts - Voice Performance/Opera
Florida State University
Tallahassee, FL05-1997
Skills
- Agency operations and workflow management
- Marketing management
- Customer service oriented
- Positive attitude
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking
- Reliability
- Computer skills
- Organizational skills
- Effective communication
Timeline
Agency Manager
Grubbs Insurance LLC
06.2023 - 08.2025
Life and Health Insurance Agent
Self Employed
04.2004 - 08.2025
Bachelor of Arts - Voice Performance/Opera
Florida State University