Summary
Overview
Work History
Education
Skills
Timeline
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KATHLEEN MOREHOUSE

STROUDSBURG,PA

Summary

  • Detail Oriented Insurance Sales Agent Bringing 24 years of insurance product and policy management expertise to the Job
  • Hardworking,Focused and analytical with passion for client satisfaction


Overview

24
24
years of professional experience

Work History

INSURANCE AGENT

AAA CLUB ALLIANCE
NEWTON, NJ
06.2007 - Current
  • Sold auto, home, life and other various insurance products to individuals using consultative selling techniques.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Met and exceeded revenue goals by generating new leads and identifying new clients.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales

INSURANCE AGENT/CUSTOMER SERVICE

COMMERCE BANK
RANDOLPH, NJ
02.2005 - 02.2007
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Resolved Customer issues per shift by researching and exploring answers, implementing solutions and escalating unresolved problems to upper management.
  • Documented customer contact in file to maintain record of customer interactions and elevate quality of service.
  • Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
  • Incorporated cross-selling and upselling techniques to generate sales and profits with Existing clients

Education

CISR DESIGNATION - INSURANCE

NATIONAL ALLIANCE
01.2006

P&C PRODUCER LICENSE - INSURANCE

KOVACS SCHOOL oF INSURANCE
01.1999

High School Diploma -

Cliffside Park High School
Cliffside Park, NJ
06.1996

Skills

  • Personal Lines Property & Casualty with CISR Designation
  • 24 years of Experience in the field where I've handled Service,Claims and predominantly Sales
  • Up front underwriting to determine best placement for client and to insure no complications as well as Retention
  • Very thorough, Ethical and detail oriented
  • Always properly advise and take the time to make sure the client understands
  • Persuasive Selling which has led to a lot of Cross Sales

Timeline

INSURANCE AGENT

AAA CLUB ALLIANCE
06.2007 - Current

INSURANCE AGENT/CUSTOMER SERVICE

COMMERCE BANK
02.2005 - 02.2007

CISR DESIGNATION - INSURANCE

NATIONAL ALLIANCE

P&C PRODUCER LICENSE - INSURANCE

KOVACS SCHOOL oF INSURANCE

High School Diploma -

Cliffside Park High School

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