Kathleen VandenHoek
Summary
Dynamic insurance agent with a proven track record at CSAA Insurance Group, excelling in client retention and relationship building. Skilled in utilizing CRM software to enhance sales strategies and drive targeted marketing. Recognized for outstanding customer service and awarded multiple Elite Incentive honors, demonstrating commitment to professionalism and ethics in insurance sales.
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
13
13
years of professional experience
Work History
Insurance Agent
CSAA Insurance Group
01.2016 - Current
- Developed comprehensive insurance plans tailored to client needs, enhancing customer satisfaction and retention.
- Conducted detailed policy reviews, ensuring compliance with regulatory standards and company guidelines.
- Maintain accurate up to date files for a $2.5 million book of business.
- Collaborated with underwriters to assess risk factors, optimizing policy offerings based on individual profiles.
- Led community outreach initiatives to educate potential clients on insurance products and services offered.
- Utilized CRM software to track sales progress and maintain accurate records of client interactions for follow-ups.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Analyzed client data to identify trends, driving targeted marketing strategies for cross-selling opportunities.
- Picked by Dan Scroggins, VP Personal Lines, to be one of sixteen to pilot a Agent Mentor Program.
- Been an Elite Incentive Winner multiple times.
Insurance Agent
State Farm
08.2014 - 01.2016
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Agent
Shelter Insurance Companies
08.2012 - 08.2014
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Generated Leads.
- Maintained Files for Lead Agent.
- Explained features of policies and advantages and disadvantages of various P&C and Life and Health policies.
Education
Associate of Arts - Early Childhood Care And Education
Mira Mesa University
San Diego, CA05-1988
Skills
- Customer service oriented agent
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Customer follow-up
- Client retention
- Account management
- Life insurance
- Upselling
- CRM software
- Marketing management
- Business planning
- Lead development
- Marketing strategies
- Cold calling
- Insurance sales strategy
Timeline
Insurance Agent
CSAA Insurance Group
01.2016 - Current
Insurance Agent
State Farm
08.2014 - 01.2016
Insurance Agent
Shelter Insurance Companies
08.2012 - 08.2014
Associate of Arts - Early Childhood Care And Education
Mira Mesa University
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