Karen Elliott
Snellville,Georgia
Summary
Licensed Property & Casualty Agent, Licensed Life, Accident & Sickness Agent with 20 years’ experience in business administration, customer service and management.
Overview
9
9
years of professional experience
Work History
Remote Health Insurance Agent
Teleperformance USA
09.2024 - Current
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Provided comprehensive customer service to drive client satisfaction.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Assisted clients in resolving claims-related issues promptly, alleviating stress during difficult times.
- Streamlined the application process for clients, resulting in faster approvals and fewer errors.
- Provided exceptional customer service, leading to numerous referrals and a growing client base.
- Enhanced team collaboration through consistent communication and sharing of best practices among colleagues.
- Educated clients about health insurance coverage options, benefits and costs.
- Maintained up-to-date knowledge of regulatory changes, ensuring compliance in all client interactions and transactions.
Licensed Insurance Agent
Cheryl Barnett State Farm
08.2023 - 09.2024
- Company Overview: Experience in delivering customer focused solutions and creating long-lasting relationships
- Familiar with all types of insurance plans (auto, fire, life property, and medical)
- Evaluate business or individual customer’ needs and financial status and propose protection plan that meet their criteria
- Demonstrated ability to communicate, present, influence and sell effectively
- Experience in delivering customer focused solutions and creating long-lasting relationships
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Promoted products and services using upselling and other sales strategies.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Provided coverage option information to assist clients in protecting assets.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Upsold additional products and services after identifying customer needs and requirements.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Utilized CRM software to manage client relationships.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Special Services Associate
Home Depot
05.2023 - 08.2023
- Resolve all customer complaints
- Sell products and services
- Accept payments in person and on phone
Assistant Property Manager
Manchester Realty
08.2019 - 04.2023
- Oversee property maintenance
- Prepare property for showing
- Show property
- Completed final move-out walk-throughs with tenants to identify required repairs.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Increased tenant satisfaction by promptly addressing maintenance requests and resolving issues efficiently.
- Provided excellent customer service by promptly responding to inquiries and addressing grievances; resulting in increased tenant retention rates.
- Conducted regular property inspections to identify potential issues and ensure compliance with safety regulations.
- Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
- Inspected common areas for cleanliness and notified maintenance of overflowing trash.
- Developed strong relationships with vendors, negotiating favorable contracts for cost-effective services.
- Improved property appearance and safety with regular inspections and coordinated maintenance efforts.
Administrative Assistant
City of Des Plaines
06.2015 - 07.2019
- Receptionist /Administrative Assistant in City Manager, Media Services, Mayor’s and City Clerk’s Office
- Create daily news briefing, create and update media files in Excel, disseminate news releases, photograph local events, update website using Content Management System, create brochures for local activities and information
- Prepared daily reports and spreadsheets in Excel, accurately documented all notes taken from daily business meetings in Lotus Notes
- Updated excel files, answer phones, file and collect information for businesses/Liquor licenses, make appointments for Mayor, process permits
- Analyzed and proofread legal documents
- Prepared upper-level management and employees work schedules, travel arrangements, calendars, business meetings and conference calls
Education
Associates -
Business Administration
GA Property & Casualty License -
GA Life, Accident & Sickness License -
Skills
- Microsoft Office Suite
- Excel
- Power Point
- Access
- Civic plus Content Management System
- Typing 60WPM
- Five 9
- P-touch Editor
Walking, Reading, Traveling
life long habits
Accomplishments
- Supervised team of 5 staff members.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Documented and resolved complaints which led to satisfaction.
- Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Timeline
Remote Health Insurance Agent
Teleperformance USA
09.2024 - Current
Licensed Insurance Agent
Cheryl Barnett State Farm
08.2023 - 09.2024
Special Services Associate
Home Depot
05.2023 - 08.2023
Assistant Property Manager
Manchester Realty
08.2019 - 04.2023
Administrative Assistant
City of Des Plaines
06.2015 - 07.2019
GA Property & Casualty License -
GA Life, Accident & Sickness License -
Associates -
Business Administration
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