Kailey Koth
Dundee,MI
Summary
Results-driven insurance professional with strong sales background and record of exceeding revenue targets with tenacious approach. Stay competitive and successful by remaining agile in face of changing market conditions and customer preferences. Knowledgeable in diverse policy types and effective customer relations strategies while offering approximately 10 years of comprehensive experience attracting new clients and sourcing opportunities. Proficient in CRM and Salesforce coupled with excellent knowledge of various sales and negotiation techniques. Organized and dependable and very successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Field Sales Agent
The Auto Club Group
04.2022 - Current
- Maintained accurate and thorough records of leads and customer account information.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Office Manager
Riverside Insurance
09.2021 - 04.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
Property/Casualty and Life/Health/Accident Insurance Agent
AAA
08.2016 - 09.2021
- Expanded client base with powerful marketing, cold calling, and referral management
- Met and maintained monthly and quarterly insurance sales goals by capitalizing on expert knowledge of available products, customer preferences, and market trends
- Optimized customer service strategies, increasing retention with revitalized focus on customer needs and market demands
- Maintained high satisfaction rates and revenue numbers by establishing strong customer and community relationships with regular follow-up on outstanding issues related to insurance policies
- Developed marketing strategies to compete with other insurance companies
- Helped clients obtain funds by completing and filing policy claims
- Set up clients with new policies, including calculating premiums and establishing payment methods
- Maintained robust client numbers through effective retention and acquisition strategies.
- Resolved caller issues quickly and thoroughly.
- Handled and promptly resolved customer complaints to maintain professional relationships.
Sales Representative
Specialty Coatings
03.2015 - 08.2016
- Captured consistent customer sales with friendly, knowledgeable support
- Kept store shelves, racks and bins presentable with frequent resets
- Verified sales prices and processed cash or credit payments to complete sales
- Minimized store thefts through effective monitoring strategies and close customer observation
- Maintained customer satisfaction, quickly resolving issues and offering expert assistance
- Overcame customer objections using powerful product demonstrations
- Prepared merchandise for purchase or rental
- Greeted customers and asked open-ended questions to assess needs
- Recommended merchandise to suit customer budget and preferences
- Boosted efficiency by keeping work areas clean, tidy, and free of debris
- Completed all tasks promptly and with minimal oversight
- Updated office files daily and kept records organized.
Sales Representative
Sherwin Williams
01.2014 - 03.2015
- Overcame customer objections using powerful product demonstrations
- Prepared merchandise for purchase or rental
- Transported items using forklifts and pallet jacks
- Served customers by going above-and-beyond to offer exceptional support for all needs
- Captured consistent customer sales with friendly, knowledgeable support
- Updated office files daily and kept records organized
- Troubleshot problems and developed successful solutions
- Verified materials and ingredients performance with standards prior to mixing and blending
- Kept up with fast-paced production levels by coordinating smooth transfers of materials in and products out.
Education
High School Diploma -
Marysville High School
Marysville, MISkills
- Sales
- Cold calling
- Client relations
- Leads prospecting
- Service marketing
- Staff training
- Planning
- Goal-Oriented
- Sales Strategies
- Cold-calling
- Sales Training
- Pipeline Management
- Sales Development
- Product Training
- Service accounts
- Lead Generation
- Cash Handling
Accomplishments
Achieved 2023 Premier Performer for ACG for sales performance. (Ranking in the top 50 professionals for sales made company wide)
Certification
- 02/01/2018, Property and Casualty Producer
- 03/01/2021, Life and Health Producer
- First Aid and CPR - 2024-2026
Timeline
Field Sales Agent
The Auto Club Group
04.2022 - Current
Office Manager
Riverside Insurance
09.2021 - 04.2022
Property/Casualty and Life/Health/Accident Insurance Agent
AAA
08.2016 - 09.2021
Sales Representative
Specialty Coatings
03.2015 - 08.2016
Sales Representative
Sherwin Williams
01.2014 - 03.2015
High School Diploma -
Marysville High School
- 02/01/2018, Property and Casualty Producer
- 03/01/2021, Life and Health Producer
- First Aid and CPR - 2024-2026
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