Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kathy O'Neal

Bradenton,FL

Summary

Motivated individual with a proven track record in customer service and sales. Demonstrates ability to build strong customer relationships and effectively understand their needs. Possesses excellent communication and interpersonal skills, enabling the delivery of exceptional customer service.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Commercial Insurance Account Manager

Polly Insurance
01.2022 - Current
  • Skilled at working independently and collaboratively in a team environment
  • Delivered results-driven solutions tailored specifically to meet each client''s unique risk management objectives.
  • Worked with Producer to coordinate new business, renewal strategy, and company selection
  • Worked with underwriters to amend coverage to meet client needs
  • Ensured compliance with state regulations by maintaining current knowledge of relevant laws and guidelines governing commercial insurance practices.
  • Ordering and issuing binders, policies, endorsements, certificates, invoices and other related items with assistance from CSR as needed and forward to client with appropriate correspondence
  • Maintained a strong understanding of industry trends and market conditions to better serve clients and anticipate their needs.

Insurance Sales Agent

Family First Life
03.2021 - 09.2024
  • Bought leads from agent portal to call, email and sell door to door
  • Developed strong relationships with clients through consistent communication and exceptional customer service
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs

Sales Agent

Brightway
11.2019 - 02.2021
  • Went out and marketed to real estate offices, mortgage companies and dealerships for new business
  • Assessed, quoted and bound all polices for home and auto
  • Cross sold to clients who called in for other various reasons
  • Assisted call-in customers with questions and orders
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings

Insurance Sales Agent

We Insure
10.2016 - 11.2019


  • Cross sold to clients who called in for other various reasons
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Contributed to agency success by consistently meeting or exceeding monthly sales targets.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.

Education

Associate of Arts - Nutrition

Hillsborough Community College
Tampa, FL
06.2004

Skills

    CRM Software

    Customer Complaint Resolution

    Business growth and retention

    Account Management

    Contract Negotiations

    Attention to Detail

    Excellent Communication

Certification

  • 220
  • 2044
  • 215

Timeline

Commercial Insurance Account Manager

Polly Insurance
01.2022 - Current

Insurance Sales Agent

Family First Life
03.2021 - 09.2024

Sales Agent

Brightway
11.2019 - 02.2021

Insurance Sales Agent

We Insure
10.2016 - 11.2019

Associate of Arts - Nutrition

Hillsborough Community College

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Kathy O'Neal