Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kailey Stephenson

Bruceville-Eddy,TX

Summary

Insurance professional with over 5 years of experience in sales, service, operations, and management. Seeking a career to train, motivate, and inspire others to perform to the best of their abilities while providing solutions to contribute to successful business growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Service/Production/Operations Manager

Ownership Insurance LLC
06.2020 - Current
  • Resolved client complaints in professional and timely manner.
  • Hired, trained and supervised team of service staff members to meet business goals.
  • Developed and maintained positive relationships with customers to build rapport and trust.
  • Met with clients to discuss needs and offer available solutions.
  • Handling complex lead/retention requests.
  • Handling complex service requests.
  • Managing distribution of leads.
  • Reviewed work for quality and compliance with company processes.
  • Standardized production procedures, job roles, and quality assurance guidelines.
  • Delivered direct feedback to senior management regarding new processes and procedures.
  • Wrote and conducted formal performance reviews for production/service personnel.
  • Managed personnel by implementing company policies, procedures, work rules, and disciplinary action.
  • Prepared and maintained service reports.
  • Utilized data analysis tools to identify and resolve production/service issues.
  • Contribute to monthly sales/service goals.
  • Achieved retention rate of 90%+ monthly.
  • Motivated and contributed to achieving $100,000+ per month in new business.

Office Manager

Joseph Stepanski State Farm
01.2016 - 06.2020
  • Updated reports, managed accounts, and generated reports for company database.
  • Improved customer satisfaction ratings by listening to complaints and finding
    appropriate solutions to problems.
  • Prioritized and delegated daily work tasks to meet anticipated production goals.
  • Motivated, led and supported employees to maintain low turnover.
  • Created employee work schedules to keep shifts properly staffed.
  • Upheld team productivity and quality objectives by setting and maintaining
    clear benchmarks for service.
  • Handling complex service requests, claims issues, and retention activities.
  • Followed compliance and quality assurance policies and procedures.
  • Provided clients with product information and product recommendations to meet their needs.
  • Delivered positive reinforcement and constructive criticism for employee work
    efforts.
  • Inspected completed work to assess quality and identify skill gaps.

Education

Cosmetology License - Cosmetology

McLennan Community College
Waco, TX
10.2012

Skills

  • Customer support
  • Flexible and efficient
  • Resourceful, and organized with
    great attention to detail
  • Highly motivated and committed to succeed
  • High level service, operations and sales
    experience
  • Client retention
  • Dedicated team player
  • Management and training

Certification

  • General Lines Property & Casualty Insurance License- TX, CO, CA
  • General Lines Life & Health Insurance License- TX


Timeline

Insurance Service/Production/Operations Manager

Ownership Insurance LLC
06.2020 - Current

Office Manager

Joseph Stepanski State Farm
01.2016 - 06.2020

Cosmetology License - Cosmetology

McLennan Community College

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Kailey Stephenson