Hi, I’m
Kelby Gassert
Knoxville,TN
Summary
Passionate, dynamic and motivated insurance professional with proven underwriting, sales support and partner relationship expertise. Acknowledged for making data driven decisions, applying creative approaches when solving complex problems and most of all - for helping establish and strengthen partner relationships.
Overview
3
years of professional experience
Work History
Pie Insurance
Payroll Sales Support Specialist
05.2022 - 05.2023
Job overview
- Assisted in the transition of payroll partners and agents through the onboarding and training stages with Pie. Trained payroll agency teams on Pie processes and platforms
- Assisted in the creation of training materials both video and support documents for new and current payroll individual producers. Became the go-to expert on Pie products and systems for payroll agents
- Identified targeted training opportunities to increase submissions, quotes and binds based on payroll partner feedback
- Frequently collaborated with other departments to gain insight of internal partner processes & needs and became the go to person for payroll product issues for my CRMs
- Strengthened relationships with and managed assigned payroll offices to increase production, retention and improve hazard mix
- Acted as a resource to assigned offices or teams on Pie product appetite, coverages and features
- Analyzed data to uncover disengaged users, track conversion ratios and improve hazard mix
- Managed payroll partner incentive programs to keep Pie top of mind, recognized agent partners and measure effectiveness while offering insight to the internal payroll team on effectiveness
- Utilized quote follow-up and data collection to help payroll partner sales team and Underwriting understand why we win/lose opportunities
- Utilized data to uncover agent or partner trends, drive strategy and maximize opportunity
- Was responsible for company wide Payroll reporting to top executives
Pie Insurance
Payroll Underwriting Associate II
11.2020 - 05.2022
Job overview
- Expertly processed submissions that came from numerous channels and captured data in systems of record
- Gathered, consolidated, and input information from 3rd party services and partners
- Conducted risk and exposure research around the types of activities employees are working on (businesses that have been submitted to Pie)
- Leveraged workers' compensation underwriting expertise to assess risks to underwrite coverage
- Maintained strong industry knowledge on WC underwriting expertise and changes in market/account positions
- Developed and maintained full knowledge of all forms, coverages, ratings, and manuals for the specific line being underwritten - which changed often
- Quickly and effectively made decisions on requests through the use of Pie's underwriting guidelines and known risk exposures and loss frequency and severity
- Applied and was chosen to be an ADP/payroll account specialist after only 3 months in the role
- Responsible for training 2 new team members after having been in the role for less than a year
Allstate Lone Tree
Adjuster
02.2020 - 11.2020
Job overview
- Licensed All-Lines Liability, Acted as an arbitrator between Allstate and clients who experienced a loss
- Negotiated settlements for auto accidents either with customer directly or with the customer's attorney
- Educated policy holders on policy verbiage and settlement terms
- Interviewed claimants and witnesses for investigative purposes
- Prepared investigative reports and reported findings/analyzed findings to form settlement conclusions
- Investigated and determined insurance coverage by analyzing claim data
- Determined fault in auto accidents involving Allstate policyholders
- Counseled claimants on claim and settlement procedures
Education
GGC - University System of Georgia
Bachelor of Business Administration from Economics and Marketing
05.2018
University Overview
- Summa Cum Laude
- Volunteered as ASPCA and Girl Scouts of America Tutored peers through Business Honor
- Dean's List every semester
- Ranked in Top 10% of class
Skills
- Excellent organizational skills
- Able to prioritize and triage tasks
- Above average interpersonal skills
- Excellent written and verbal communication skills
- Proficient in microsoft office, outlook, word, excel, SalesForce, Insurity and partner pipeline management
- Advanced workers comp insurance and risk management knowledge
- Strong problem solving capabilities and sales support expertise
- Impeccable attention to detail
- Experienced and proficient at mentoring and onboarding
Timeline
Payroll Sales Support Specialist
Pie Insurance
05.2022 - 05.2023
Payroll Underwriting Associate II
Pie Insurance
11.2020 - 05.2022
Adjuster
Allstate Lone Tree
02.2020 - 11.2020
GGC - University System of Georgia
Bachelor of Business Administration from Economics and Marketing
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