Summary
Overview
Work History
Education
Skills
Accomplishments
Leadership Experience
Languages
Timeline
Generic

Kellan Appollis

Denver,CO

Summary

Dedicated and results-driven insurance professional with a track record of exceeding sales goals and delivering exceptional customer service. Skilled in building client relationships through diverse channels including cold calls, referrals, and networking. Proven ability to lead teams towards success and contribute to the development of efficient procedures. Experienced in DEI initiatives and committed to promoting diversity and inclusion in the workplace.

Experienced with managing territories and fostering client relationships. Utilizes strategic planning and client engagement to drive sales growth. Knowledge of building strong client connections and delivering compelling sales presentations.

Demonstrated success in increasing market share, improving revenue and enhancing customer engagement. Achieves remarkable sales through disciplined work and knowledgeable service to all types of customers. Adept at learning new products quickly to maximize effectiveness.

Sales professional prepared for this role. Skilled in territory management and known for driving consistent sales growth through client-focused strategies. Team-oriented with commitment to achieving results and adapting to changing market conditions. Proficient in relationship building, sales presentations, and strategic planning.

Accomplished Territory Representative offering [Number]+ years of sales excellence. Exceptional communicator and upbeat people-person proficient in conducting demonstrations, developing promotions and maintaining displays.

Developed strong relationship-building and communication skills within dynamic and customer-focused environment. Demonstrates proven ability to drive results and manage multiple priorities effectively. Looking to transition into new field, bringing strategic approach to customer engagement and problem-solving.

Overview

5
5
years of professional experience

Work History

Front of House Manager

Bar Louie
09.2024 - Current
  • Effectively manages inventory levels, minimizes waste, and controls labor costs to maximize profitability
  • Conducts in-person outreach to neighboring businesses, offering introductory promotions and highlighting the restaurant's unique offerings, while building future relationships
  • Consistently exceeds guest expectations by ensuring prompt, friendly, and attentive service
  • Recruits, trains, and develops a FOH team of dedicated and skilled servers, bartenders, and hosts

Licensed territory Rep II

Liberty Mutual Insurance - Safeco
04.2022 - 08.2024
  • Sought out new clients through various platforms: Cold calls, referrals, incoming calls, networking
  • Delivered high levels of customer service while promoting company values
  • Consistent leader through the department towards monthly sales goals
  • Facilitated in rebuilding DEI space within the department along with leadership

Tax and Insurance Representative

FirstBank
07.2021 - 04.2022
  • Monitors taxes and insurance of select non-mortgage loans, and performs duties and projects as assigned
  • Protects FirstBank's collateral and borrowers' assets by monitoring, disbursing, and analyzing taxes and insurance on applicable mortgage loans
  • Contributes to a team environment while providing exceptional service when assisting customers and communicating with various agencies
  • Collaborates with upper management to develop more efficient procedures

Operations Specialist

Veterans United Insurance
01.2020 - 07.2021
  • Worked as a team mentor and trainer for agents due to my leadership skills, and work expertise
  • Detail oriented work requires precision, organization, and efficiency
  • This spans from data entry to document revision
  • Maintained flexibility in position with the ability to pivot from one task to an immediate need
  • Created multiple training plans for new agents and was part of the team that assisted in finding the most efficient workflow plans

Education

Bachelor of Arts - Finance and Mathematics

Park University
Missouri City, MO
08-2027

Skills

  • Guest relations
  • Conflict resolution
  • Staff management
  • Hiring
  • Training and mentoring
  • Performance evaluation
  • POS system operations
  • Health and safety regulations
  • Employee scheduling
  • Time tracking

Accomplishments

  • Resolved product issues through consumer testing.
  • .Supervised a team of 5 staff members.

Leadership Experience

  • Greenwood ERG-Co Chair, FirstBank, 01/01/21, 12/31/22, Integral in creating a new ERG at this corporation., As co-chair on a leadership team of 8., Assisted in the day-to-day operations and event planning for the first POC employee resource group at Firstbank.
  • DEI department member, Liberty Mutual Insurance, 01/01/22, present, Integral member of a dynamic team of four focused on spearheading the establishment and development of a Diversity, Equity, and Inclusion (DEI) Council within the department., Only representative on the team working alongside managers., Key contributor to initiatives aimed at enhancing employee engagement and promoting diversity, equity, and inclusion within the sales division.

Languages

English
Native or Bilingual

Timeline

Front of House Manager

Bar Louie
09.2024 - Current

Licensed territory Rep II

Liberty Mutual Insurance - Safeco
04.2022 - 08.2024

Tax and Insurance Representative

FirstBank
07.2021 - 04.2022

Operations Specialist

Veterans United Insurance
01.2020 - 07.2021

Bachelor of Arts - Finance and Mathematics

Park University
Kellan Appollis