Katrina Ehlers
Saint Joseph,MO
Summary
Driven Insurance Solutions Sales Rep with 3 years of experience offering personalized, courteous service for commercial but 10 total years in insurance. 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 goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Solutions Sales Rep
American Family Insurance
08.2020 - Current
- Reviewed customer needs with agency to determine appropriate policy offerings.
- Sold primarily commercial auto and other various insurance products to individuals and groups within assigned territory using consultative selling techniques.
- Recommended type and amount of coverage based on analysis of customers needs.
- Maintained detailed records of customer information and policy sales.
- Generated sales by recommending policies and add-ons.
Customer Service Representative 2
American Family Insurance
07.2013 - 08.2020
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Helped customers make changes to their personal auto policies and renters policies.
Commercial Underwriting Temp
Randstad
10.2010 - 07.2013
- Assisted underwriters in typing letters that were sent to insureds for repairs/changes that needed to be made to properties to keep policy active.
- Uploaded any documents that were needed to be attached to the policy in reference to the letters that were sent out.
- Self-motivated, with a strong sense of personal responsibility.
Education
Bachelor of Arts - Psychology/Sociology
University of Missouri - Columbia
Columbia, MO05.2007
Skills
- Customer Service and Assistance
- Client Correspondence
- Product Knowledge
- Credit and Debt Card Processing
- Insurance Eligibility
- Commercial Lines
Certification
- Property and Casualty License - received 2013
Timeline
Insurance Solutions Sales Rep
American Family Insurance
08.2020 - Current
Customer Service Representative 2
American Family Insurance
07.2013 - 08.2020
Commercial Underwriting Temp
Randstad
10.2010 - 07.2013
Bachelor of Arts - Psychology/Sociology
University of Missouri - Columbia
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