Katilynn Clark
Moriarty,NM
Summary
Accomplished in elevating client satisfaction and expanding client bases at Dunnco Insurance and Financial Services, I excel in problem-solving and exceptional communication. Leveraging skills in coaching and virtual training, I've significantly contributed to team success and sales growth. My proactive approach and commitment to professionalism have consistently driven positive outcomes.
Overview
5
5
years of professional experience
Work History
Agent Executive Assistant
Dunnco Insurance And Financial Services
Albuquerque, NM
06.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- 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.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Property and Casualty Agent
Inszone Insurance
Albuquerque, NM
09.2023 - 06.2024
- Actively participated in community events as a representative of the agency, fostering goodwill among local residents/businesses while generating leads for new business opportunities.
- Streamlined policy renewal processes for increased efficiency and improved client satisfaction.
- Spearheaded cross-selling initiatives within the agency, promoting complementary products such as life or health insurance policies alongside property/casualty offerings.
- Participated in ongoing professional development initiatives, including seminars, workshops, and certification programs related to property and casualty insurance.
- Consistently met or exceeded sales targets through proactive outreach and effective networking strategies.
- Managed a diverse portfolio of property and casualty insurance policies, ensuring timely renewals and accurate coverage adjustments.
Office Manager
Kat Williams
Los Lunas, NM
06.2022 - 09.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Account Manager
Dunnco Insurance And Financial Services
Albuquerque, NM
07.2019 - 06.2022
- Handled confidential and sensitive information with discretion and tact.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Built relationships with customers to encourage repeat business.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Education
Volcano Vista High School
Albuquerque, NM05.2016
Skills
- Problem-solving skills
- Positive Attitude
- Coaching and Mentoring
- Exceptional communicator
- Virtual Training
- Problem-Solving
- New hire on-boarding
- Professionalism and Ethics
Timeline
Agent Executive Assistant
Dunnco Insurance And Financial Services
06.2024 - Current
Property and Casualty Agent
Inszone Insurance
09.2023 - 06.2024
Office Manager
Kat Williams
06.2022 - 09.2023
Account Manager
Dunnco Insurance And Financial Services
07.2019 - 06.2022
Volcano Vista High School