Summary
Overview
Work History
Education
Skills
Timeline
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Kaitlyn Monroig

Midlothian,TX

Summary

Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving office growth. Eager to apply skills and experience to exciting new role.

Overview

5
5
years of professional experience

Work History

Insurance Broker

Legacy Insurance Group LLC
09.2022 - Current
  • Calculate quotes and educate potential clients on insurance options.
  • Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Track progress of all outstanding insurance claims.
  • Generate referral business from satisfied customers who shared positive experiences with friends and colleagues.
  • Enhance customer loyalty by delivering timely and accurate policy updates and renewal information.
  • Participate in ongoing professional development, staying current with insurance best practices and emerging industry trends.
  • Develope sales leads from direct referrals, networking and targeted marketing campaigns.
  • Work closely with team members to share knowledge about emerging trends in the industry while fostering a collaborative work environment.

Operations Manager

Shaan Brothers Inc.
10.2018 - Current
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Negotiated contracts with brokers to obtain best pricing and terms.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Analyzed and reported on key performance metrics to senior management.
  • Developed and maintained relationships with external freight suppliers.
  • Processed Invoices and tracked account receivables.
  • Dispatched drivers and maintained communication for on-time deliveries.

Customer Relationship Specialist

Wells Fargo
09.2018 - 06.2019
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.

Education

No Degree - BSBA

The University of Texas At Arlington
Arlington, TX
05.2025

Skills

  • Underwriting Knowledge
  • Property Insurance
  • Risk Mitigation
  • Client Relations Expert
  • Policy Expertise
  • Warm and Cold Leads Development
  • Life and Health Insurance
  • Time management
  • Team collaboration
  • Talented Salesperson
  • Networking capabilities
  • Attention to detail

Timeline

Insurance Broker

Legacy Insurance Group LLC
09.2022 - Current

Operations Manager

Shaan Brothers Inc.
10.2018 - Current

Customer Relationship Specialist

Wells Fargo
09.2018 - 06.2019

No Degree - BSBA

The University of Texas At Arlington

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Kaitlyn Monroig