Kasey Palmer
Flint,MI
Summary
Dedicated insurance agent with a strong focus on customer service, complaint resolution, and client relations. Proven ability to develop tailored insurance plans that meet client needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Trucordia
Flint, MI
06.2023 - Current
- Developed comprehensive insurance coverage plans tailored to client needs.
- Cultivated strong client relationships through effective communication and follow-up.
- Analyzed client financial situations to recommend appropriate insurance products.
- Educated clients about policy features, benefits, and claims processes.
- Coordinated with underwriters to facilitate timely policy approvals and adjustments.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Streamlined data entry processes for increased efficiency and accuracy.
Produce Team Lead
SpartanNash
Davison, MI
03.2020 - 05.2023
- Trained and mentored team members on best practices for inventory management and product handling.
- Implemented process improvements to enhance workflow efficiency and reduce waste in produce handling.
- Coordinated inventory control measures, optimizing stock levels to meet customer demand and minimize spoilage.
- Developed training materials for new hires, streamlining onboarding process for produce department staff.
- Led by example by consistently demonstrating high levels of professionalism and dedication to duty, inspiring team members to strive for excellence in their own roles.
Customer Service Team Lead
Taco Bell
Burton, MI
10.2018 - 03.2020
- Led customer service initiatives, enhancing team performance and satisfaction levels.
- Trained and mentored new staff on operational procedures and customer service standards.
- Resolved customer complaints effectively, improving overall guest experience.
- Implemented process improvements to streamline order fulfillment and reduce wait times.
- Coached new team members on service techniques and provided scoring through quality assurance program.
Education
Associate of Science - General Studies
Charles Stewart Mott Community College
Flint, MI05-2023
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Account management
- Data entry
- Critical thinking
- Customer complaint resolution
- Customer engagement
- HIPAA compliance
Certification
- Licensed Property and Casualty
Timeline
Insurance Agent
Trucordia
06.2023 - Current
Produce Team Lead
SpartanNash
03.2020 - 05.2023
Customer Service Team Lead
Taco Bell
10.2018 - 03.2020
Associate of Science - General Studies
Charles Stewart Mott Community College