Diane Kolb
Jefferson City ,MO
Summary
- Licensed insurance professional with more than 20 years of experience in Property/Casualty and Life/Health Insurance.
- Focused on customer service and skilled in customer relationship development and sales.
- Accomplished in providing excellent support to demanding customers.
- Known for being a capable and trustworthy employee.
- Detail-oriented, knowledgeable, and personable with the ability to promote a "client first" mentality and a major contributor to team-based environments.
- Pursuing a new role where hard work and dedication will be highly valued while offering new challenges and opportunities for career growth and advancement.
Overview
58
58
years of professional experience
Work History
Account Manager
Wallstreet Group
Jefferson City, MO
07.2021 - Current
- Build and strengthen client relationships to help maintain customers.
- Assist producers with administrative tasks by providing accurate price quotes and excellent customer service.
- Contact new customers to discuss ways to meet their insurance needs by providing quotes and selling specific products and services.
- Recommend and sell products to existing customers, thoroughly explaining coverage options to meet their needs.
Licensed Office Manager
American Family Insurance Tony Porter Agency
Jefferson City , MO
09.2017 - 06.2021
- Provide quotes and sell policies to new and existing customers for property and casualty insurance and bonds.
- Display consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determine insurance needs by assessing existing coverage and aligning new products and services with long-term goals.
- Build relationships with clients through active listening and providing excellent service.
- Upsell and cross-sell additional products and services after identifying customer needs and requirements.
- Respond quickly to customer calls to swiftly resolve issues and answer questions.
- Spend ample time with each customer, going over and explaining documents to ensure that key information was understood.
- Develop and maintain long-term relationships with policyholders.
- Report claims and follow up with the insured during the claims process..
Insurance Agent Assistant
American Family Insurance Greg Kolb Agency
Jefferson City, MO
03.1999 - 09.2017
- Maintained high standards of customer service by building relationships with clients.
- Performed various administrative functions, including filing and scanning paperwork, office cleaning and bookkeeping.
- Monitored agency social media accounts.
- Completed coverage applications to obtain underwriting approvals.
- Determined insurance needs and provided quotes by assessing existing coverage and aligning new products and services with long-term goals.
- Upsold additional products and services after identifying customer needs and requirements.
Water Clerk
City Of Freeburg
Freeburg, MO
10.1994 - 06.2017
- Worked with Street Commissioner and City Council members to resolve problems, improve operations and provide exceptional customer service.
- Performed various administrative functions, including filing paperwork, generating reports, and bookkeeping.
- Prepared monthly bills for water, sewer, and trash service in timely manner.
- Retrieved water meter readings in order to calculate customer usage.
- Collected payments and made weekly deposits.
- Balanced bank statements and paid invoices.
- Attended monthly City Council meeting.
Insurance Agent/Office Manager
Central Bank Insurance Agency
Jefferson City, MO
06.1987 - 03.1999
- Provided quotes and sold policies to new and existing customers for property and casualty insurance and bonds.
- Upsold additional products and services after identifying customer needs and requirements.
- Answered customer telephone calls promptly and in appropriate manner.
- Maintained high standards of customer service by building relationships with clients.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Assisted with hiring, managing and training staff, conducted performance reviews.
- Maintained financial records such as general ledger, accounts payable and accounts receivables.
Education
Bachelor of Science - Business Administration
Lincoln University
Jefferson City, MO05.1994
Skills
- Licensed Insurance Agent
- Property and Casualty Insurance
- Life and Health Insurance
- Quotes and sales
- Customer service
- Account management
- Understanding of office operations
- Office management experience
- Microsoft Office
Timeline
Account Manager
Wallstreet Group
07.2021 - Current
Licensed Office Manager
American Family Insurance Tony Porter Agency
09.2017 - 06.2021
Insurance Agent Assistant
American Family Insurance Greg Kolb Agency
03.1999 - 09.2017
Water Clerk
City Of Freeburg
10.1994 - 06.2017
Insurance Agent/Office Manager
Central Bank Insurance Agency
06.1987 - 03.1999
Bachelor of Science - Business Administration
Lincoln University
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