Katie Day
Visalia,CA
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Knowledgeable and dedicated customer service professional with extensive experience in the Insurance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Recruiter
Gpac
06.2021 - 04.2023
- Pre-screened resumes prior to sending to hiring managers for consideration.
- 30-60 cold calls daily to prospective candidates and clients
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Conducted reference checks, and other pre-employment checks to verify information on applicant's resume.
- Advertised job opportunities on social media platforms and job boards.
- Coordinated schedules to arrange management interviews with applicants.
- Developed recruiting strategies to identify qualified candidates and build network.
- Collaborated with hiring managers to understand job requirements and expectations.
- Collaborated with internal teams to continuously improve recruitment processes and execute as efficiently as possible.
- Operated and maintained applicant tracking and candidate management systems.
- Developed and maintained relationships with external recruiters to obtain referrals to qualified candidates.
- Emphasized job benefits and perks to applicants to improve organization's attractiveness.
Insurance Agent and Office Manager
Khandan Farjadi Agency - Farmers Insurance
07.2019 - 01.2020
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Responsible for 2 employees, daily cash out and banking, and agency compliance.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service
Insurance Agent
Maffei Insurance & Financial Services
10.2015 - 07.2018
- Utilized CRM software to manage client relationships.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information./
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
Education
Early Childhood Education
Skills
- Time management
- Strong communication
- Problem-solving
- Cold calling
- Relationship building
- Multitasking
- Organizational skills
- Negotiation abilities
- Candidate Selection
- Community Networking
- C-Suite Executive Relations
- Computer literacy
Certification
Property & Casualty License - Expired 7/31/2023
Notary Public -State of CA, LA County - 12 years
Timeline
Insurance Recruiter - Gpac
06.2021 - 04.2023
Insurance Agent and Office Manager - Khandan Farjadi Agency - Farmers Insurance
07.2019 - 01.2020
Insurance Agent - Maffei Insurance & Financial Services
10.2015 - 07.2018
Long Beach City College - , Early Childhood Education
Similar Profiles
Angela NicholsAngela Nichols
Senior Search Consultant at GpacSenior Search Consultant at Gpac
Ryan BoschRyan Bosch
Regional Director at GPACRegional Director at GPAC
Luis Perez OreaLuis Perez Orea
Web Design & Integrations Specialist at GpacWeb Design & Integrations Specialist at Gpac