Kathleen Rocco
Sandy,UT
Summary
Dynamic licensed insurance broker with 20 years experience and a proven track record in customer service and insurance sales. Skilled in rapport building and tailored solutions, ensuring high client satisfaction and retention.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Broker
Bullfrog Insurance Group
2006.06 - Current
- Designed and implemented comprehensive insurance solutions to address specific client requirements and mitigate risks for a 5-million dollar book.
- Developed and maintained strong client connections to support long-term loyalty and satisfaction.
- Facilitated mentorship for junior brokers to strengthen team capabilities and promote collaborative learning.
- Cultivated and engaged potential sales prospects within agency databases.
- Evaluated customer insights to drive continuous improvement initiatives.
- Evaluated risk factors to determine optimal coverage levels.
- Facilitated completion of sales transactions and ensured collection of required deposits to support revenue flow.
- Engaged with customers to deliver comprehensive information on available products and policies.
- Calculated premiums and established efficient payment methods to streamline sales processes.
- Provided comprehensive education to clients regarding insurance policies to enhance understanding and compliance.
- Designed targeted sales strategies aimed at enhancing insurance policy sales performance.
- Executed timely follow-ups with prospective clients to secure sales agreements.
- Developed and maintained relationships with clients to effectively sell auto, home, life, and diverse insurance products, enhancing customer satisfaction within assigned territory.
- Conducted meetings with prospective clients to evaluate insurance needs and recommend appropriate coverage options.
- Fostered client relationships to identify and address insurance needs effectively.
- Enhanced client relationships by identifying and promoting relevant additional products and services, resulting in increased agency revenue from home, auto, and business insurance policies.
- Instructed clients on diverse insurance products and services to empower informed decision-making regarding coverage options.
- Developed and implemented client feedback initiatives to enhance customer satisfaction and retention rates.
Licensed Insurance Producer
American Family Insurance
2006.01 - 2006.06
- Assessed client needs and crafted personalized insurance solutions to improve overall satisfaction levels.
- Analyzed client needs through comprehensive risk assessments to ensure appropriate insurance coverage selection.
- Clarified policy details and benefits for clients, enhancing their understanding and informed decision-making.
- Developed and maintained meaningful client relationships by implementing effective communication practices and customized service approaches.
- Promoted products and services using upselling and other sales strategies.
Education
Associate of Arts - General Studies
Salt Lake Community College
Salt Lake City, UT1995-05
Skills
- Customer service
- Licensed insurance agent
- Insurance sales
- Product knowledge
- Customer retention
- Customer needs assessment
- Teamwork, leadership and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
Timeline
Licensed Insurance Broker
Bullfrog Insurance Group
2006.06 - Current
Licensed Insurance Producer
American Family Insurance
2006.01 - 2006.06
Associate of Arts - General Studies
Salt Lake Community College