Kathleen Swindell
Titusville,FL
Summary
Results-driven insurance agent with expertise in client relationship building, regulatory compliance, and sales closing. Proven ability to guide customers effectively and ensure policy adherence.
Overview
23
23
years of professional experience
Work History
Career Agent
Aetna
Hartford, Connecticut
01.2023 - 03.2025
- Established and nurtured client relationships to foster trust and engagement.
- Reviewed insurance policies to ensure compliance with existing regulations.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
Agent
CarePlus Health Plans
Melbourne, Florida
01.2020 - 12.2022
- Reviewed insurance policies to ensure compliance with existing regulations.
- Maintained accurate records of all transactions related to insurance policies.
- Evaluated customer applications and determined eligibility for coverage based on established criteria.
- Monitored regulatory developments impacting the company's lines of business.
Designer
closet by design
Orlando, Florida
07.2018 - 11.2018
- Created customized design proposals that addressed client needs and preferences.
- Presented design concepts to clients, incorporating their feedback into final deliverables.
- Maintained up-to-date knowledge of industry trends to inform design strategies.
- Worked with client via email, phone and in-person to collect information to complete designs.
Agent
Florida Blue
Jacksonville, Florida
04.2002 - 06.2018
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Education
High School Diploma -
Oak Hill
Converse, IN06-1968
Skills
- Client relationship management
- Policy compliance
- Sales closing techniques
- Insurance evaluation
- Record maintenance
- Customer education
Accomplishments
Agent of the month
Timeline
Career Agent
Aetna
01.2023 - 03.2025
Agent
CarePlus Health Plans
01.2020 - 12.2022
Designer
closet by design
07.2018 - 11.2018
Agent
Florida Blue
04.2002 - 06.2018
High School Diploma -
Oak Hill