Kaela Bratcher
Marlow,OK
Summary
Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to your company's mission. Bringing five years funeral service experience and one year of insurance experience of asset protection expertise and policy adjustment knowledge to add value to a Funeral Director role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Rusty England State Farm
Duncan
01.2022 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Provided customers with information regarding plan features, pricing, and availability.
- 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.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
Apprentice Funeral Director/Life Insurance Agent
Whitt Funeral Home
Duncan, OK
10.2020 - 01.2022
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Communicated with clients to understand needs and identify best policies for each case.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Pursued continued professional development through insurance workshops, course and webinars.
- Created documents comparing all offered products and prices to enable agents to quickly prepare quotes.
- Analyzed customer needs and provided best options, upselling products and services.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Consulted with families of deceased to make funeral arrangements.
- Arranged funerals in manner consistent with each family's wishes and religious beliefs.
- Conducted pre-need consultations to educate clients on available funeral plans.
- Drafted professional correspondence and marketing materials.
- Implemented pre-need arrangement program for funeral services, which guaranteed specific prices and secured clients' company trust.
- Scheduled funeral services, coordinated burials and arranged cremations.
- Consulted with families of deceased regarding final arrangements tactfully.
- Assisted with funeral and graveside services.
- Addressed all client questions and requests for information relating to funeral services and pricing.
- Prepared death certificates and drafted obituaries.
- Completed legal documentation such as death certificates.
- Arranged for clergy members to perform funeral services.
- Oversaw filing of legal documents.
- Removed deceased from place of death and transported to funeral home.
- Completed and filed all necessary legal documentation quickly and accurately.
Secretary/Apprentice Funeral Director
Callaway-Smith-Cobb Funeral Home
Marlow, OK
06.2015 - 10.2020
- Implemented pre-need arrangement program for funeral services, which guaranteed specific prices and secured clients' company trust.
- Scheduled funeral services, coordinated burials and arranged cremations.
- Arranged funerals in manner consistent with each family's wishes and religious beliefs.
- Conducted pre-need consultations to educate clients on available funeral plans.
- Consulted with families of deceased to make funeral arrangements.
- Consulted with families of deceased regarding final arrangements tactfully.
- Addressed all client questions and requests for information relating to funeral services and pricing.
- Assisted with funeral and graveside services.
- Prepared death certificates and drafted obituaries.
- Removed deceased from place of death and transported to funeral home.
- Completed and filed all necessary legal documentation quickly and accurately.
- Arranged for clergy members to perform funeral services.
- Participated in community activities for funeral home promotions and other purposes.
Education
Applied Science
Cameron University
Lawton, Oklahoma Certification
- Oklahoma Licensed Life Insurance Producer - 2019
- Oklahoma Licensed Accident and Health or Sickness Producer- 2022
- Oklahoma Licensed Property and Casualty- 2022
Timeline
Insurance Agent
Rusty England State Farm
01.2022 - Current
Apprentice Funeral Director/Life Insurance Agent
Whitt Funeral Home
10.2020 - 01.2022
Secretary/Apprentice Funeral Director
Callaway-Smith-Cobb Funeral Home
06.2015 - 10.2020
Applied Science
Cameron University
- Oklahoma Licensed Life Insurance Producer - 2019
- Oklahoma Licensed Accident and Health or Sickness Producer- 2022
- Oklahoma Licensed Property and Casualty- 2022