Kara Ward
Mableton,GA
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service
Overview
23
23
years of professional experience
Work History
Primary Agent
Ward Agency
01.2015 - Current
- Analyze and evaluate insurance applications to determine risk and placement.
- Customize quotes to meet individual customer needs.
- Issue Commercial, Auto, Home, and Life insurance policies and other products.
- Knowledge of underwriting guidelines and available products for multiple carriers.
- Maintain customer relationships by providing outstanding service and knowledge of coverage options. Annual policy reviews to ensure customer satisfaction and retention.
- Promote company's products and services by actively seeking opportunities to speak to agents or insurance-related groups, and by networking within insurance community to stay abreast of changes within industry.
- Earned Farmers Insurance Blue Vase Award-an honor for excellence in Life Insurance sales.
Office Manager
Boykin Insurance Agency
06.2000 - 12.2014
- Managed team of agents, including preparation of payroll and scheduling.
- Trained agents on available products, services, and processes.
- Quote, issue, and service variety of insurance policies.
- Established & maintained relationships with centers of influence for customer referrals and leads.
- Cross-selling/up-selling existing customers to increase sales and retention.
Skills
- Excellent organization skills –Able to prioritize work and meet deadlines Detail-oriented
- Excellent interpersonal skills – Able to work within team
- Excellent verbal and written communication skills
- Proficient in Microsoft Office tools– Outlook and Word
- Strong analytical skills
- Ability to effectively support underwriters and team to deliver superior service to customers
Additional Information
- GA Department of Insurance Resident Property & Casualty and Life & Health Licenses
- SC Department of Insurance Non-resident Property & Casualty and Life & Health Licenses
- Notary Public
Timeline
Primary Agent
Ward Agency
01.2015 - Current
Office Manager
Boykin Insurance Agency
06.2000 - 12.2014
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