Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Charity Kelly

Crowley,TX
Charity Kelly

Summary

Dynamic insurance professional with proven expertise in sales strategy development and client relationship management, honed at AAA of Southern California. Excelled in risk assessment and insurance product knowledge, driving client satisfaction and retention. Skilled in training new agents, showcasing leadership and industry acumen. Achievements include enhancing cross-selling success and maintaining high compliance standards at Hilton.

Experienced with client relationship management, risk assessment, and policy customization. Utilizes in-depth industry knowledge to provide tailored insurance solutions. Track record of building strong client relationships and ensuring client satisfaction.

Overview

13
years of professional experience

Work History

AAA Of Southern California

Licensed Insurance Agent
12.2016 - Current

Job overview

  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.

Hilton

Managing Service Coordinator
06.2011 - 12.2016

Job overview

  • Served as a primary point of contact for clients, addressing inquiries, providing updates, and ensuring overall satisfaction with services rendered.
  • Managed a high volume of client requests, ensuring timely and effective service delivery.
  • Maintained accurate records of all service activities, facilitating smooth communication between clients and technicians.
  • Resolved customer complaints and issues to drive satisfaction and loyalty.
  • Assessed customer needs and developed solutions to meet needs.
  • Maintained accurate records and full compliance with government regulations and agency guidelines.

Education

Xavier University of Louisiana
New Orleans, LA

Bachelor In Applied Science
2004

University Overview

Skills

  • Insurance sales expertise
  • Risk Assessment Knowledge
  • Insurance product expertise
  • Client Relationship Management
  • Client Retention
  • Professional Networking
  • New Agent Training
  • Underwriting principles
  • Sales strategy development
  • Team training and development
  • Policy adjustment knowledge
  • Client needs analysis

Timeline

Licensed Insurance Agent
AAA Of Southern California
12.2016 - Current
Managing Service Coordinator
Hilton
06.2011 - 12.2016
Xavier University of Louisiana
Bachelor In Applied Science
Charity Kelly