Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ellyn Klein

Scottsdale,Arizona

Summary

Hardworking Insurance Broker with 19 years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Insurance Broker

Self-employeed
09.2005 - Current
  • Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Increased client satisfaction by providing personalized insurance advice and policy recommendations.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

Sales Associate

Saks Fifth Avenue
05.2000 - 08.2005
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Engaged with customers to build rapport and loyalty.

Education

Spanish

Long Beach City College
Long Beach, CA

Skills

  • Networking capabilities
  • Underwriting knowledge
  • Life and health insurance
  • Policy analysis
  • Client relations expert
  • Customer Service
  • Client Retention
  • Customer follow-up
  • Relationship Building

Certification

Arizona Department of Insurance #8488958

Colorado Department of Regulatory Agencies #570756

Texas Department of Insurance #2348222

State of Tennessee Department of Commerce and Insurance

#3002105034

Timeline

Insurance Broker

Self-employeed
09.2005 - Current

Sales Associate

Saks Fifth Avenue
05.2000 - 08.2005

Spanish

Long Beach City College
Ellyn Klein