Kaylynn Ackeret
Insurance Agent
Summary
Insurance agency broker with over 10 years of experience managing an independent agency and overseeing more than 1,500 active policies across commercial, auto, home, life, and health insurance sectors. Expertise in client acquisition, risk assessment, and policy underwriting, with a strong emphasis on cross-selling and developing multi-line coverage solutions. Recognized for building robust client relationships, enhancing operational efficiency, and leading high-performing teams to achieve strategic goals. Committed to delivering customized coverage solutions while ensuring compliance with industry regulations and maximizing agency profitability.
Overview
16
16
years of professional experience
3
3
Certification
Work History
Agency Owner
Ackeret Agency
06.2022 - Current
- Led a full-service insurance agency specializing in commercial, auto, home, life, and health coverage.
- Drove consistent business growth through strategic networking, referrals, and proactive prospecting.
- Developed and executed sales strategies to achieve monthly and annual revenue targets.
- Conducted comprehensive risk and financial assessments to identify coverage gaps and client needs.
- Designed tailored insurance solutions aligned with personal and business risk profiles.
- Provided expert guidance on risk mitigation strategies and coverage optimization.
- Maintained current knowledge of industry trends, carrier guidelines, and regulatory requirements.
- Collaborated closely with underwriters to ensure accurate policy placement and compliance.
- Strengthened long-term client relationships through responsive service and personalized support.
- Performed regular policy reviews and annual coverage evaluations to maximize protection and value.
- Identified cross-selling opportunities to expand portfolio value and improve retention.
Restoration Responder
Restoration Fire Chaser Tradewinds
03.2023 - 03.2024
- Responded rapidly to emergency situations including fire, water damage, and natural disasters.
- Performed restoration services such as water extraction, smoke and soot removal, and mold remediation.
- Provided ongoing client support throughout the restoration process, ensuring clear communication and post-project follow-up.
- Built and maintained strong client relationships to support satisfaction and long-term retention.
- Collaborated with cross-functional teams to ensure efficient project completion and service quality.
- Supported business growth through networking, referrals, and marketing initiatives.
- Worked effectively in fast-paced environments.
Insurance Agency Owner
Farmers Insurance
04.2015 - 06.2022
- Assessed customer risk exposures and recommended tailored insurance coverage for individuals and businesses.
- Developed and implemented comprehensive insurance plans aligned with client needs and risk profiles.
- Conducted market research to identify competitive rates, carrier options, and coverage benefits.
- Educated clients on the importance of maintaining adequate insurance protection.
- Ensured compliance with all laws, regulations, and company policies throughout the sales process.
- Resolved customer concerns promptly to maintain high satisfaction and retention levels.
- Managed and retained a portfolio of over 1,200 clients with a strong focus on relationship management.
- Led and supported a team of two staff members to ensure efficient daily operations.
- Maintained current knowledge of industry trends and best practices through continuing education.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
Education
High School Diploma -
Corvallis High School
Corvallis, OR09.2005
Skills
- Customer service
- Sales strategy
- Communication skills
- Experienced with Microsoft Office applications
- Risk assessment in underwriting
- Claims processing
- Client relationship management
- Regulatory compliance
- Product knowledge
- Cross-selling techniques
- Knowledge of insurance products and services
- Insurance underwriting
- Industry regulations
Certification
- August 2010- Present P&C,LIFE & HEALTH FL, NV, TX, CA
- January 2023-Present PROCESS SERVER, CA
- January 2023-Present AHIP Medicare Certification
LANGUAGES
English: Professional
Timeline
Restoration Responder
Restoration Fire Chaser Tradewinds
03.2023 - 03.2024
Agency Owner
Ackeret Agency
06.2022 - Current
Insurance Agency Owner
Farmers Insurance
04.2015 - 06.2022
High School Diploma -
Corvallis High School