Jane Kolpack
Bryant,WI
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent
Thompson Durkee Insurance Agency
Wausau, WI
04.2020 - Current
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Advised customers on the best ways to minimize risks associated with their assets.
- Scheduled meetings with prospective clients to discuss available products and services.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Processed payments received from clients promptly according to established procedures.
- Assessed customer risk levels and recommended appropriate coverage options.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Provided customers with information regarding plan features, pricing, and availability.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Responded to customer inquiries and problems to promote great service.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Achieved repeat business and referrals through personalized services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Sought out new clients and developed clientele by networking to find new customers.
Insurance Agency Owner
Kolpack Insurance Agency Inc
Antigo, WI
01.2010 - 04.2020
- Prepared detailed reports summarizing monthly premiums collected along with any outstanding payments due from customers.
- Managed daily operations including sales tracking, budgeting, forecasting, payroll administration and staff development.
- Reviewed customer applications to ensure that all information is accurate and up-to-date prior to processing claims.
- Collaborated with internal teams such as accounting or legal departments when needed during the claims process.
- Provided guidance to employees on underwriting standards as well as best practices in customer service delivery.
- Conducted in-depth research on competitive insurance markets to identify opportunities for growth.
- Participated in industry conferences or seminars to stay abreast of current trends in the field of insurance.
- Created and implemented strategies for increasing customer base, developing relationships with existing customers, and expanding the agency's market share.
- Advised clients on available options for purchasing additional coverage beyond their existing policies.
- Inspected property damage sites to determine coverage eligibility based on policy provisions.
- Utilized specialized software programs for tracking policy renewals or generating quotes for prospective customers.
- Ensured that all employees are compliant with state licensing requirements before performing any duties related to insurance transactions.
- Developed and maintained a thorough understanding of company products, services, policies, procedures and regulations.
- Analyzed data from various sources such as surveys or industry trends reports to identify areas of improvement within the agency's operations.
- Identified areas of improvement in existing processes and developed solutions accordingly.
- Resolved customer complaints promptly and professionally while maintaining high levels of customer satisfaction.
- Drafted insurance contracts for new clients while ensuring compliance with applicable laws and regulations.
- Maintained financial records such as invoices, expenses reports and accounts receivable and payable ledgers.
- Formed and sustained strategic relationships with clients.
- Implemented successful business strategies to increase revenue and target new markets.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Education
High School Diploma -
Antigo High School
Antigo, WI06-1983
Skills
- Leads Prospecting
- Client Relations
- Client Retention
- Policy Renewals
- Customer follow-up
- Account Management
- Customer Service
- Lead Development
- Email Marketing
- Deductible Expense Identification
- Regulatory Compliance
- Revenue Generation
- Insurance sales strategy
- Operations Management
- Marketing Management
- Policy Knowledge
- Policy writing
- Business Planning
- Policy adjustment knowledge
- Upselling
- New Client Acquisition
Certification
- State of Wisconsin Insurance License: Property, Casualty. Life and Health
Timeline
Insurance Agent
Thompson Durkee Insurance Agency
04.2020 - Current
Insurance Agency Owner
Kolpack Insurance Agency Inc
01.2010 - 04.2020
High School Diploma -
Antigo High School
Similar Profiles
Mark GibsonMark Gibson
Home Inspector at Sue Thompson Insurance AgencyHome Inspector at Sue Thompson Insurance Agency
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Tammy StegallTammy Stegall
Probation & Parole Agent at Wisconsin Department of CorrectionsProbation & Parole Agent at Wisconsin Department of Corrections
Annette PriceAnnette Price
Security Officer at GardaWorld SecuritySecurity Officer at GardaWorld Security