Holly Fields
Mooresburg,TN
Summary
I specialize in sales and service by providing risk management advice and personal insurance consultations to high net worth individuals and partnering agents.
I hold a property and casualty license, and I am completing my CPRIA designation.
Overview
3
3
years of professional experience
Work History
Wholesale Relationship Advisor
Kelly Klee Insurance
10.2021 - Current
- Customize insurance programs to suit individual customers with high-net- worth lifestyles, often covering a variety of risks
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Complete annual reviews of risk management needs.
- Provided service and support offering ID cards, EOI, claims counseling, endorsements, etc.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Contact underwriter and submit forms to obtain binder coverage
- Also work as an assistant to the president of the company by managing his appointments and email account.
- Received two promotions during my time here.
Licensed Sales Agent
Allstate
02.2021 - 12.2021
- 202102 - Customize insurance programs to suit individual customers, often covering a variety of risks
- Advising best coverage for each client’s specific situation and needs
- Calculate premiums, establish payment method, and bind policies.
Tier 1 Technical Support Advisor
Kelly Service Inc
07.2020 - 01.2021
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Diagnose and resolve iPhone and iMac devices and walking the customer through troubleshooting steps in a language they understood
- Follow-up with clients and scheduling appointments as needed.
- Researched and identified solutions to technical problems.
Education
Bachelor's - Insurance And Risk Management
Grand Canyon University
Phoenix, AZAssociates Degree - Business Management and Accounting
Independence University
09.2018
Skills
- Email Management
- Interpersonal
- Calendar Management
- Computer Proficiency
- Critical Thinking
- Customer Service
- Organizational Know-how
- Problem-Solving
- Sales
- Verbal Communication
Timeline
Wholesale Relationship Advisor
Kelly Klee Insurance
10.2021 - Current
Licensed Sales Agent
Allstate
02.2021 - 12.2021
Tier 1 Technical Support Advisor
Kelly Service Inc
07.2020 - 01.2021
Bachelor's - Insurance And Risk Management
Grand Canyon University
Associates Degree - Business Management and Accounting
Independence University
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