Christian Kaelber
St. Petersburg,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
6
6
years of professional experience
Work History
Insurance Agent
HH Insurance
03.2019 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Financial Representative
Northwestern Mutual
05.2018 - 03.2019
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
Education
Bachelor of Arts - Finance
Florida State University
Tallahassee, FL05.2018
Associate of Arts - Finance
Tallahassee Community College
Tallahassee, FL05.2016
Skills
- Customer Follow-Up
- CRM Software
- Leads Prospecting
- Customer Service
- Account Management
- Operations Management
Timeline
Insurance Agent
HH Insurance
03.2019 - Current
Financial Representative
Northwestern Mutual
05.2018 - 03.2019
Bachelor of Arts - Finance
Florida State University
Associate of Arts - Finance
Tallahassee Community College
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