Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kathy Carnahan

Newport,VT

Summary

Insightful Insurance Sales Agent bringing Number years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.

Detail-oriented Insurance Sales Agent aiming to leverage Number years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.

Driven Job Title with Number years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Esteemed Type Insurance Agent with excellent sales and communication skills. Enhanced abilities in processing claims quickly and providing friendly service. Offers working knowledge of state coverage requirements and limitations.

Results-driven Job TItle accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Reliable employee seeking Job Title position. Offering excellent communication and good judgment.

Dedicated Industry professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.

Enthusiastic Job Title eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Task and training in Skill. Motivated to learn, grow and excel in Industry.

Overview

31
31
years of professional experience

Work History

Insurance Agent

Hadlock Insurance
Littleton , NH
10.2015 - 04.2022
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Collected premiums on or before effective date of coverage.

Owner of Independent Insurance Agency

Myself
Milford , NH
03.2009 - 10.2015
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Capitalized on social media platforms to increase market awareness and recruit sales agents.
  • Achieved sales goals and increased revenue and profits through productive strategy development and organizational leadership.
  • Employed prompt decision-making and in-depth research to resolve issues.
  • Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory.
  • Maintained updated knowledge of regulatory changes to adjust business operations accordingly.
  • Reconciled daily sales, returns and financial reports in QuickBooks.
  • Optimized team hiring, training and performance.
  • Created and monitored promotional approaches to increase sales and profit levels.
  • Provided outstanding coaching to employees to boost productivity.

Administrative Assistant

PC Connection
Merrimack, NH
04.1998 - 06.2008

Department Head

Rich’s Department Store
Nashua, NH
06.1973 - 04.1981
  • Enforced organizational rules and incorporated policy changes into departments' day-to-day activities.
  • Maintained organized inventory with accurate records through proper ordering, tracking and auditing procedures.
  • Evaluated performance continuously to identify areas in need of improvement and implement strategies to keep team on-track.
  • Collaborated with department personnel to coordinate multifaceted solutions to emerging problems.
  • Managed efficient workflows by creating effective schedules and delegating work based on personnel strengths and knowledge.
  • Implemented strong control and evaluation procedures to maximize departments' work quality.
  • Improved department operations by capturing numerous opportunities to streamline processes and reduce waste.
  • Achieved consistent growth targets through proper forecasting and scalability-focused business planning.
  • Served needs of Number+ customers per day as head of skilled Type team.
  • Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
  • Communicated with managers of other departments to maintain transparency.
  • Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
  • Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
  • Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.
  • Partnered with merchandising team to plan and execute floor moves, merchandise placement and overall sales set-up.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Systematized Number units of inventory, improving rate of internal loss prevention by Number%.

Education

Diploma - Business Administration And Management

Merrimack High School
Merrimack, NH
06.1976

Skills

  • Financial Needs Assessment
  • Marketing Strategy Development
  • Healthcare Common Procedure Coding System (HCPCS)
  • Persuasive Negotiations
  • Email Marketing
  • Policy Renewals
  • Clientele Development
  • Insurance Coverage Verification
  • Quotes and Sales
  • Insurance Policy Sales
  • Client Needs Analysis
  • Client Prospecting
  • Insurance Program Analysis
  • Policy Feature Explanations
  • Administrative Support
  • Premium Calculations
  • Insurance Customization
  • Binder Coverage
  • Quote Information
  • Form Completion and Submission
  • Billing Inquiries
  • Information Updates
  • Customer Billing
  • Agent Support
  • Customer Complaint Resolution
  • Deposit Collection
  • Insurance Practices
  • Customer Service and Assistance
  • Upselling

Accomplishments

  • Collaborated with team of Number in the development of Project name.
  • Documented and resolved Issue which led to Results.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved Result by completing Task with accuracy and efficiency.
  • Supervised team of Number staff members.

Timeline

Insurance Agent

Hadlock Insurance
10.2015 - 04.2022

Owner of Independent Insurance Agency

Myself
03.2009 - 10.2015

Administrative Assistant

PC Connection
04.1998 - 06.2008

Department Head

Rich’s Department Store
06.1973 - 04.1981

Diploma - Business Administration And Management

Merrimack High School
Kathy Carnahan