Kaylynn Ackeret
Las Vegas,NV
Summary
Dynamic insurance professional with a proven track record at Farmers Insurance, excelling in risk assessment and customer relationship management. Adept at developing tailored insurance solutions, I consistently exceed client expectations and foster long-term relationships. My creative problem-solving and attention to detail drive client satisfaction and retention in a competitive market.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Ackeret Agency
06.2022 - Current
- Proactively prospect new clients through networking, referrals, and cold calling.
- Developed and implemented sales strategies to achieve monthly and annual revenue targets.
- Conducted thorough assessments of clients' insurance needs and financial situations.
- Recommended appropriate insurance products based on clients' specific requirements and risk profiles.
- Developed and implemented personalized insurance plans for clients.
- I built a large book of business and maintained strong relationships with clients.
- Stayed up to date on industry trends and changes in insurance policies.
- Negotiated with underwriters on behalf of customers to secure competitive rates.
- Responded promptly and effectively to all customer inquiries regarding billing statements or policy updates.
- Advised clients on how best to manage risks associated with their businesses or personal lives.
- Resolved client inquiries and concerns in a timely and efficient manner.
- Collaborated with underwriters to ensure accurate policy details.
- Attended industry conferences and networking events to expand the client base.
- Utilized various sales strategies to attract new clients, and retain existing ones.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Conducted regular policy reviews to ensure clients' needs were being met.
- Participated in ongoing training and professional development opportunities.
- Identified cross selling opportunities by assessing existing customer portfolios.
- Conducted regular reviews with customers to ensure their coverage is still meeting their needs.
Restoration Fire Chaser
Tradewinds
Anaheim
03.2023 - 03.2024
- Ability to swiftly respond to crises, including fire, water damage, natural disasters, etc.
- Proficiency in restoration methods for various damages, such as water extraction, smoke and soot removal, mold remediation, etc.
- Providing ongoing support to clients throughout the restoration process, and following up post-project to ensure satisfaction, and foster long-term relationships.
- Proactively seeking out potential clients through networking, referrals, and marketing efforts to grow the client base.
- Worked with cross-functional teams to achieve goals.
- Exceeded customer satisfaction by finding creative solutions to problems.
Insurance Agency Owner
Farmers Insurance
Orange
04.2015 - 06.2022
- Assessed customer risk levels, and recommended appropriate coverage options.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- I purchased a book on business with over 1,200 clients, ensuring satisfaction and retention.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Advised clients on available options for purchasing additional coverage beyond their existing policies.
Skills
- Highly Responsible and Reliable
- Creative thinking
- Customer service
- Effective time management
- Communication skills
- Microsoft Office
- Risk assessment
- Underwriting policies
- Claims resolution
- Customer relationship management
- Compliance with regulations
- Medicare plans
- Product knowledge
- Attention to detail
- Cross-selling techniques
- Knowledge of insurance products and services
- Food and beverage knowledge
- Wine and cocktail service
- Insurance underwriting
- Industry regulations
Certification
- August 2010- Present P&C-LIFE & HEALTH #0G68501, NV, TX, CA
- January 2023-Present PROCESS SERVER, CA
- January 2023-Present Hipaa Certification
References
References available upon request.
Timeline
Restoration Fire Chaser
Tradewinds
03.2023 - 03.2024
Independent Insurance Agent
Ackeret Agency
06.2022 - Current
Insurance Agency Owner
Farmers Insurance
04.2015 - 06.2022