Kayla Wise
Martinsburg,WV
Summary
Achieved exceptional client retention and consistently surpassed sales targets at Fargo Insurance Group by leveraging insurance product expertise and outstanding client relationship management. Excelled in policy management and client service, enhancing cross-selling success and maintaining high standards of customer satisfaction.
Overview
16
16
years of professional experience
Work History
Licensed Insurance Agent
Fargo Insurance Group
07.2008 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Maintained high standards of customer service by building relationships with clients.
- 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.
Education
General Studies
Blue Ridge Community And Technical College
Martinsburg, WVHigh School Diploma -
Eastern Panhandle Christian Academy
Inwood, WV06.2007
Skills
- Insurance product expertise
- Client Relationship Management
- Client Account Management
- Client Service
- New Agent Training
- Policy Management
- Team training and development
- Customer Service
- Licensed Insurance Agent
- Auto insurance
- Quotes and sales
- Policy Renewals
- Policy Knowledge
- Policy writing
- Property insurance
Timeline
Licensed Insurance Agent
Fargo Insurance Group
07.2008 - Current
General Studies
Blue Ridge Community And Technical College
High School Diploma -
Eastern Panhandle Christian Academy
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