Kathleen McArthur
Rohnert Park,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth. Responsible and motivated, ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
American Income-Globe Life
Tracy, CA
09.2020 - 09.2024
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Conducted market research to identify potential new products and services.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Created reports on sales activities, customer feedback, and other relevant data.
- Maintained records of client information, including policies and payment history.
- Identified areas of improvement within the company's processes and procedures.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Participated in team meetings to discuss strategies for increasing sales performance.
- Performed administrative tasks such as filing paperwork or updating databases.
Education
MBA - Business Administration
University of Phoenix
Tempe, AZ05-2021
Bachelor of Science - Communications/ Journalism
University of Phoenix
Tempe, AZ05-2019
Skills
- Building Relationships
- Streamlining processes
- New Agent Training
- Insurance Policy Sales
- Strong interpersonal skills
- Client Retention
- Policy adjustment knowledge
- Policy Management
- Client Education
- Appointment Scheduling
- Client Service
- Financial Planning
Accomplishments
- Inducted into the National Society of Leadership and Success
- Graduated top of my MBA Class (over 3.50GPA)
- Supervisor role to Master General Agent: within 1 year of Insurance Employment after Graduation
Timeline
Life Insurance Agent
American Income-Globe Life
09.2020 - 09.2024
MBA - Business Administration
University of Phoenix
Bachelor of Science - Communications/ Journalism
University of Phoenix
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