Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
Generic

Kathleen Garrett

Pleasant Grove,UT

Summary

Resourceful Agent known for high productivity and efficient task completion. Specialize in negotiation, client relationship management, and problem-solving skills. Excel in communication, adaptability, and teamwork to achieve goals and exceed expectations.

Overview

15
15
years of professional experience
1
1
Certification

Work History

License Medicare Agent

My Plan Advocate
Salt Lake City, UT
04.2023 - Current
  • Monitored financial markets and advised clients on investment opportunities.
  • Provided product information and answered questions about Medicare services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Identified additional products and services in line with existing clients' benefit objectives to increase revenue.
  • Maintained accurate records of sales activities and customer interactions.
  • Achieved repeat business and referrals through personalized services.
  • Followed up with clients regularly to ensure satisfaction and address any issues.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.

Customer Advocacy Manager

Wayfair
Boston, MA
02.2015 - 04.2023
  • Provided legal advice and assistance to the state government.
  • Investigated complaints against state officials for violations of statutory or constitutional rights.
  • Prevented key account losses by researching discrepancies and correcting problems.
  • Advised customers on how best to utilize products or services to meet their needs.
  • Analyzed customer complaints and service trends to identify and correct systematic issues.
  • Documented best practices for handling customer escalations for future reference.
  • Resolved customer escalations quickly and effectively by providing timely support.
  • Managed customer escalations related to global product issues in a timely manner.
  • Monitored performance metrics related to customer escalations such as response times, resolution rates.
  • Worked closely with external vendors to resolve complex customer escalations in a timely manner.

Retention Specialist

Convergesol
Orem, Utah
08.2010 - 10.2014
  • Resolved customer complaints by providing solutions that met their needs while maintaining company policies.
  • Monitored market trends, competitor activities, and product developments to adjust sales strategies accordingly.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Sourced new sales opportunities through inbound lead follow-up.

Education

Some College (No Degree) -

UVU
Orem, UT

Skills

  • Lead prospecting
  • Order fulfillment
  • Contract negotiation
  • Relationship building
  • Legal advisory
  • Organizational skills

Accomplishments

  • Top seller showtime 2014
  • Amythyst Top Customer Service 2018

Certification

  • National Producer,20623609

References

References available upon request.

Timeline

License Medicare Agent

My Plan Advocate
04.2023 - Current

Customer Advocacy Manager

Wayfair
02.2015 - 04.2023

Retention Specialist

Convergesol
08.2010 - 10.2014

Some College (No Degree) -

UVU

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Kathleen Garrett