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Keenan Pratt
Deland
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
HealthPlanOne
08.2021 - 02.2026
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
- Calculated quotes and educated potential clients on insurance options.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Utilized CRM software to manage client relationships.
- Collected premiums on or before effective date of coverage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Exceeded corporate quotas for monthly policy sales.
Assistant Store Manager
Burlington
08.2015 - 03.2021
- Processed payments for credit and debit cards and returned proper change for cash transactions.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Trained and guided team members to maintain high productivity and performance metrics.
- Reduced operational risks while organizing data to forecast performance trends.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
Operations Specialist
UPS
09.2004 - 02.2014
- Collected, arranged, and input information into database system.
- Frequently inspected production area to verify proper equipment operation.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Observed packing operations to verify conformance to specifications.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Education
Associate of Arts - Economics
Lehman College
Bronx, NYHigh School Diploma -
Harry S Truman
The Bronx, NY06-2004
Skills
- Insurance sales strategy
- Policy adjustment
- Client relationship management
- Client retention
- Regulatory compliance
Certification
- Licensed Insurance Agent - 2021 - Present
Interests
Timeline
Licensed Insurance Agent
HealthPlanOne
08.2021 - 02.2026
Assistant Store Manager
Burlington
08.2015 - 03.2021
Operations Specialist
UPS
09.2004 - 02.2014
Associate of Arts - Economics
Lehman College
High School Diploma -
Harry S Truman