Summary
Work History
Skills
Timeline
Generic

Keli Rohlfing

Washington,MO

Summary

Results-driven insurance agent recognized for strong relationship-building skills and delivering exceptional customer service. Experienced in assessing client needs, recommending customized coverage, and achieving measurable sales outcomes while ensuring compliance and satisfaction.

Work History

Insurance Agent

Progressive Insurance
Washington, MO - Remote
  • Licensed Insurance Agent with experience handling high-volume inbound calls for auto and homeowners insurance customers across all 50 states.
  • Skilled in assessing customer needs, providing coverage recommendations, explaining policy options, and delivering exceptional customer service.
  • Experienced in quoting, comparing, and binding policies through eight insurance carriers to secure competitive rates and tailored coverage solutions.
  • Strong knowledge of underwriting guidelines, state regulations, and insurance products, with a proven ability to meet sales goals while maintaining compliance and customer satisfaction.
  • Handled high-volume inbound calls from prospective and existing customers regarding storage unit rentals, pricing, availability, and account inquiries.
  • Assisted customers in selecting appropriate storage solutions based on their needs, resulting in increased rental conversions and customer satisfaction.
  • Processed new rentals, reservations, payments, and account updates using company software and CRM systems.
  • Explained rental agreements, policies, insurance options, and promotional offers to customers.
  • Resolved customer concerns and escalated complex issues when necessary while maintaining a professional and customer-focused approach.
  • Maintained accurate customer records and documentation in compliance with company procedures.
  • Consistently met or exceeded performance metrics, including call quality, sales goals, and customer service standards.
  • Worked independently in a remote environment while effectively managing time, productivity, and communication with team members and supervisors.

Sales Associate

Extra Space Storage
Washington, MO - Remote
  • Handled high-volume inbound calls from prospective and existing customers regarding storage unit rentals, pricing, availability, and account inquiries.
  • Assisted customers in selecting appropriate storage solutions based on their needs, resulting in increased rental conversions and customer satisfaction based on their location across the United States.
  • Processed new rentals, reservations, payments, and account updates using company software and CRM systems.
  • Explained rental agreements, policies, insurance options, and promotional offers to customers.
  • Resolved customer concerns and escalated complex issues when necessary.
  • Maintained accurate customer records and documentation in compliance with company procedures.
  • Consistently met or exceeded performance metrics, including call quality, sales goals, and customer service standards.
  • Worked independently in a remote environment while effectively managing time, productivity, and communication with team members and supervisors.

Insurance Agent /Business Owner

Farmers Insurance Agency
Washington, MO
  • Owned and operated a full-service captive agency serving personal and commercial clients throughout Missouri.
  • Generated and managed a diverse book of business specializing in auto, home, life, and commercial insurance products.
  • Consulted with clients to assess risk exposures and recommend customized coverage solutions to protect assets, businesses, and families.
  • Built and maintained long-term client relationships through exceptional customer service, policy reviews, and claims support.
  • Developed and executed sales and marketing strategies that increased retention and referral business.
  • Negotiated with multiple insurance carriers to secure competitive coverage options and pricing for clients.
  • Managed all aspects of agency operations, including sales, compliance, budgeting, and staff oversight.

Outside Sales Representative

Claria Clean
Wentzville, MO
  • Developed and maintained business-to-business referral relationships with insurance agencies, property managers, plumbers, contractors, and other referral partners.
  • Conducted daily visits to insurance agents and agency offices to promote water mitigation and restoration services.
  • Educated referral sources on emergency response capabilities, restoration processes, and insurance claim support.
  • Generated new business opportunities through networking, cold calling, presentations, and relationship-building activities.
  • Served as the primary liaison between referral partners and restoration teams to ensure prompt service and customer satisfaction.
  • Tracked marketing activities, referral accounts, and sales opportunities using CRM software.
  • Increased referral volume by establishing trust-based partnerships and maintaining consistent face-to-face contact with key decision-makers.
  • Represented the company at industry events, chamber meetings, and community networking functions to expand market presence.

Skills

  • Customer service
  • Inside / Outside Sales
  • Business to Business
  • Customer follow-up
  • Client retention
  • Cold calling
  • Property and casualty insurance 50 states
  • Client prospecting

Timeline

Insurance Agent

Progressive Insurance

Sales Associate

Extra Space Storage

Insurance Agent /Business Owner

Farmers Insurance Agency

Outside Sales Representative

Claria Clean
Keli Rohlfing