Summary
Overview
Work History
Education
Skills
Awards
Timeline
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KASEY COON

Rio Rancho,NM

Summary

Knowledgeable Agent with strong background managing wide range of business operations. Adept at developing and implementing new company tools with strong understanding of insurance industry landscape. Proven track record of success in achieving larger goals than previous year. Highly motivated and possesses excellent communication and interpersonal skills. Effectively collaborates with office team, building positive culture and strong relationships.

Overview

15
15
years of professional experience

Work History

Agent, Registered Representative

Farm Bureau Financial Services
07.2014 - Current
  • Developed office culture of achieving large goals & providing excellent customer service
  • Engagement with community to support local sports and events.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Sales Associate

Farm Bureau Financial Services
07.2013 - 07.2014
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Generated quotes and proposals for clients to match individual needs.

Court Clerk II

State Of New Mexco
12.2012 - 07.2013
  • Maintained court dockets and updated disposition of cases after court hearings and trials.
  • Prepared court orders and judgments for signature.
  • Answered telephone calls, took messages and transferred calls to appropriate colleagues.
  • Provided assistance to attorneys and court personnel in courtroom
  • Prepared court documents for filing in alignment with established protocols to support compliance.
  • Assisted court in scheduling hearings, meetings and other events to support seamless operations.

Retention Specialist

Sprint
11.2008 - 09.2012
  • Specialized in de-escalating situations, evaluating customers' needs, making immediate decisions to bring resolution
  • Assisted in training new employees on techniques of active listening to engage the needs of customers to actively retain customers
  • Consistently in the Top 100 performers.

Education

Bachelor of Business Administration - Management

New Mexico State University

Skills

  • Account Retention
  • Customer Needs Assessment
  • Relationship Building
  • Process Improvement

Awards

FBFS All- American Agent 2021,2022 FBFS Pacesetters Agent 2021, 2022, 2023 FBFS Mini All-American Agent 2020, 2021 & 2022 Vice President, NM Agent Association 2020-Current Secretary NM Agent Association 2015 -2019 New Mexico State University Sundancer 1998,1999

Timeline

Agent, Registered Representative

Farm Bureau Financial Services
07.2014 - Current

Sales Associate

Farm Bureau Financial Services
07.2013 - 07.2014

Court Clerk II

State Of New Mexco
12.2012 - 07.2013

Retention Specialist

Sprint
11.2008 - 09.2012

Bachelor of Business Administration - Management

New Mexico State University

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KASEY COON