Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Kathleen Schroeder

Tonawanda,NY

Summary

Dynamic insurance professional with a proven track record at GEICO, excelling in client relations and sales training. Adept at developing personalized insurance plans and enhancing customer loyalty through effective communication. Skilled in cross-selling techniques, driving revenue growth while maintaining resilience under pressure. Committed to delivering exceptional customer service and fostering long-term relationships.

Overview

12
12
years of professional experience

Work History

Sales Agent

GEICO, Government Employees Insurance
Amherst, NY
10.2017 - Current
  • Assisted customers in selecting appropriate insurance products and services.
  • Maintained up-to-date knowledge of industry regulations and company policies.
  • Collaborated with team members to streamline sales processes and improve customer experience.
  • Responded promptly to customer inquiries, ensuring accurate information delivery.
  • Educated customers on policy features and coverage options for informed decision-making.
  • Developed strong relationships with clients, enhancing customer loyalty and retention efforts.

Insurance Agent

Farmer Insurance
North Tonawanda, NY
03.2014 - 10.2017
  • Developed personalized insurance plans aligned with client needs and risk profiles.
  • Cultivated long-term relationships through effective communication and customer service excellence.
  • Analyzed market trends to recommend policy adjustments and enhance client coverage options.
  • Streamlined claim processes, improving efficiency and client satisfaction during resolution phases.
  • Trained new agents on compliance regulations and best practices in policy sales and service.
  • Led initiatives to increase cross-selling opportunities, driving overall agency revenue growth.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.

Education

Business Administration

Bryant & Stratton College
NY
05.2007

High School Diploma -

Tonawanda High School
Tonawanda, NY
06.1996

Skills

  • Client relations
  • Customer assistance
  • Sales training
  • Technical support
  • Resilience under pressure
  • Call control
  • Adaptability to change
  • Objection handling
  • Cold calling
  • Building rapport
  • Trade show representation
  • Cross-selling techniques
  • Upselling strategies

Accomplishments

Gold Chairman Award

2018-2022

Built the book of business

In timely manner

Timeline

Sales Agent

GEICO, Government Employees Insurance
10.2017 - Current

Insurance Agent

Farmer Insurance
03.2014 - 10.2017

Business Administration

Bryant & Stratton College

High School Diploma -

Tonawanda High School