Kara Anderson
ECI Agency Inc
Yukon,OK
Work Preference
Work Type
Full Time
Location Preference
On-SiteRemoteHybrid
Location:
Yukon, OK
Open to relocation:
No
Minimum Desired Compensation
$55000/yr
1
Language
12
years of professional experience
Results-oriented professional with extensive experience in personal lines insurance. Expertise in client communication and retention strategies, successfully increasing customer satisfaction through tailored solutions and proactive follow-ups. Eager to leverage skills to enhance client engagement and support organizational goals.
Work History
Customer Concierge
2 Years- Developed strong relationships with insureds to facilitate customer loyalty and longevity.
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
- Conducted regular follow-ups with clients to assess satisfaction levels, identify any concerns, and address outstanding questions or issues.
- Managed AMS data, maintaining organized records and efficient processes.
Personal Lines Account Executive
4 Years 2 Months- Analyzed client requirements to recommend tailored coverage options that addressed individual circumstances.
- Developed and maintained strong client relationships, contributing to increased customer satisfaction and retention.
- Collaborated with underwriters to streamline approval processes, improving turnaround times.
- Managed policy renewals, ensuring compliance with regulatory standards and minimizing lapses.
Personal Lines Supervisor
3 Years- Supervised daily operations of personal lines insurance team, ensuring compliance with industry regulations.
- Maintained detailed records of all transactions while ensuring data integrity within the company''s management systems.
- Collaborated with underwriting department to assess risks and tailor coverage options for clients effectively.
- Served as the primary point of contact for escalated customer concerns, utilizing problem-solving skills to reach satisfactory resolutions.
Personal Lines Account Manager
3 Years- Conducted regular reviews of client portfolios, identifying opportunities for upselling additional coverages or services..
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
Education
No Degree - Elementary Education
No Degree - Elementary Education
Skills
Retention strategies
Customer service
Client communication
Problem solving
Excellent multitasking
Adaptability
Proactive attitude
Strong work ethic
Team player mentality
Accomplishments
2025 Outstanding Customer Service Representative
CISR Elite
The Certified Insurance Service Representative Elite is an advanced professional designation for insurance customer service professionals that requires passing all nine regular CISR courses instead of the standard five.
Languages
English
Native or Bilingual
Timeline
Customer Concierge
ECI Agency Inc
10.2024 - CurrentRead More
Personal Lines Account Executive
ECI Agency Inc
08.2020 - 10.2024Read More
Personal Lines Supervisor
ECI Agency Inc
08.2017 - 08.2020Read More
Personal Lines Account Manager
ECI Agency Inc
08.2014 - 08.2017Read More
Oklahoma Baptist University
No Degree from Elementary Education
Read More
Univeristy of Central Oklahoma
No Degree from Elementary Education
Read More