Kadie Halder
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Lead Life Insurance Operations Technician
American Family Insurance
Madison
07.2017 - Current
- Supported daily insurance operations and workflow efficiency.
- Collaborated with team members to solve problems.
- Reviewed existing processes regularly and recommended improvements where applicable.
- Answered inbound calls and provided customer service support to customers and agents.
- Coordinated training for new and existing employees.
- Evaluated insurance applications for risk assessment and underwriting guidelines.
- Assisted in preparing documents and reports for internal and external communication.
Insurance Agent Assistant
American Family Insurance, Kari Tracey Agency
Portage
03.2016 - 07.2017
- Assisted clients with policy inquiries and coverage options.
- Managed appointment scheduling for insurance consultations and follow-ups.
- Maintained organized client records and updated information in the system.
- Provided administrative support during marketing initiatives and community events.
- Provided customer service by answering questions regarding policy coverage, pricing, and other related topics.
Education
Pardeeville High School
Pardeeville, WISkills
- Process improvement
- Workflow optimization
- Document preparation
- Insurance underwriting
- Data management
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Time management
Timeline
Lead Life Insurance Operations Technician
American Family Insurance
07.2017 - Current
Insurance Agent Assistant
American Family Insurance, Kari Tracey Agency
03.2016 - 07.2017
Pardeeville High School