Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kali Yancey

Summary

Hard working individual with a friendly, outgoing and driven personality who works well with others. Highly motivated, offering over 6 years of sales and customer service experience. Extremely reliable, loyal, and a team player who is seeking a full-time position.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate Agency Representative

Apogee Insurance Group
01.2023 - Current
  • Driving new business activity through independent retail insurance agencies by doing virtual and in person visits
  • On the road at least 6 days out of the month, visiting over 24 agencies in person
  • Conducting virtual meetings with agencies to create a relationship, explain our products and demo our Instant Quoting Platform
  • Prospect retail agencies through systematic and persistent sales calls to build relationships and find opportunities for new business

Server

Islands Restaurant
08.2016 - 05.2022
  • Greeted customers with a positive attitude and energetic personality, answered questions and recommended specials to increase profits
  • Responsible for taking customers' orders and ensuring customer satisfaction
  • Successfully solved customer conflict and problems when mistakes were made with orders and payments
  • Implemented key sales techniques in order to upsell higher priced items such as alcohol, dessert and entrees

Education

Bachelor of Science - Business Administration

San Diego State University
San Diego, CA
05.2022

Skills

  • Attention to Detail
  • Goal-oriented mindset
  • Problem Solver
  • Effective Time Management
  • Team Player
  • Relationship Building

Certification

  • Property and Casualty License - Expires 04/30/2025

Timeline

Associate Agency Representative

Apogee Insurance Group
01.2023 - Current

Server

Islands Restaurant
08.2016 - 05.2022

Bachelor of Science - Business Administration

San Diego State University
Kali Yancey