Katherine Smith
Blue Springs,MO
Summary
Engaging Sales Associate committed to providing outstanding customer service and maximizing sales. Focused on team support and customer relationship building. Persuasive and friendly individual poised to consistently exceed performance standards and sales targets.
Overview
20
20
years of professional experience
Work History
Caregiver
Self-employeed
Blue Springs, MO
01.2023 - 09.2024
- Monitored vital signs including blood pressure, temperature and pulse rate.
- Assured proper nutrition by preparing meals, grocery shopping and monitoring food consumption levels.
- Supported bathing, dressing and personal care needs.
- Administered prescribed medications on a timely basis following care plan instructions.
- Child care of patients children and animals
P&C Licensed Insurance Agent
Progressive
Blue Springs, MO
03.2021 - 09.2022
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Assisted in the development of training materials for new agents entering the field.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Exceeded company sales goals for new policies.
- Responded to customer inquiries and problems to promote great service.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
CDL A Truck Driver
Pat Salomon and Son
Kansas City, MO
03.2018 - 01.2021
- Loaded and unloaded cargo in a safe and timely manner.
- Performed pre-trip inspections on trucks, trailers, and cargo prior to each trip.
- Adhered to company policies regarding the use of electronic logging devices.
- Inspected truck tires, lights, brakes, gas, oil, water levels regularly to maintain proper working order.
- Observed driving regulations and safety procedures, maintaining excellent safe driving record.
- Worked well with dispatchers to communicate route and schedule changes.
Class A CDL Driver
HMM.
Kansas City, MO
04.2017 - 02.2018
P&CLicensed Insurance Agent
IIODA
Grain Valley , MO
07.2004 - 09.2012
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Education
Bachelor of Science - Occupational Safety And Health
Columbia Southern University
Orange Beach, AL03-2017
P&C Insurance License
A.D Banker
Kansas City, MO12-2004
Skills
- Payment Processing
- Upselling
- Product Sales
- Conflict Resolution
- Sales Goals Attainment
- Exceptional customer service
- Outgoing Personality
- Product Recommendations
- Time Management
- Energetic self-starter
- Relationship Building
Timeline
Caregiver
Self-employeed
01.2023 - 09.2024
P&C Licensed Insurance Agent
Progressive
03.2021 - 09.2022
CDL A Truck Driver
Pat Salomon and Son
03.2018 - 01.2021
Class A CDL Driver
HMM.
04.2017 - 02.2018
P&CLicensed Insurance Agent
IIODA
07.2004 - 09.2012
Bachelor of Science - Occupational Safety And Health
Columbia Southern University
P&C Insurance License
A.D Banker
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