Kelley Peck
DeLand,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Personal Lines Agent
Cowart Insurance Agency
03.2024 - Current
- Streamlined policy renewal processes for enhanced efficiency and improved client retention rates.
- Collaborated with underwriters to negotiate favorable terms for clients, securing comprehensive coverage at competitive rates.
- Maintained accurate records of all client interactions, policy changes, and sales activities, ensuring seamless communication among team members and timely completion of tasks.
- Managed complex accounts with multiple policies efficiently, ensuring seamless coordination between carriers and clients for a smooth experience.
- Exceeded sales targets consistently by identifying cross-selling opportunities for additional products and services.
- Educated clients on available coverage options, empowering them to make informed decisions about their insurance needs.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
Personal Lines Insurance Agent
Lane Insurance, Inc.
03.2015 - Current
- Reviewed client coverage annually to identify new risk exposures.
- Established information necessary for policy development by interviewing clients, requesting records, and reviewing inspections.
- Developed trusting client relationships by creating tailored policies to fit specific needs and offering comprehensive explanations of coverage.
- Documented customer contact in Applied Epic to maintain record of customer interactions and elevate quality of service.
- Consulted with outside parties to resolve discrepancies and create expert solutions.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated risks.
- Incorporated cross-selling and upselling techniques to generate sales.
- Submitted claims and initiated damage appraisal to facilitate claims process for policyholders.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded proactively and positively to rapid change.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Maintained up-to-date knowledge of product and service changes.
- Trained new personnel regarding company operations, policies and services.
- Contributed to a positive work environment by fostering strong working relationships among colleagues.
- Reconciled account files and produced monthly reports.
- Aided in employee onboarding through training new hires on office procedures, software applications, and company policies.
- Assisted in event planning efforts for company gatherings, or workshops to enhance employee engagement and networking opportunities.
- Fostered positive work environment by organizing team-building activities, leading to increased employee satisfaction and retention.
Cake Decorator
Publix Super Markets Inc
05.2013 - 04.2015
- Handled phone calls regarding inquiries, cancelled orders and ordering conflicts.
- Verified accuracy of orders while meeting strict deadlines on producing completed products.
- Kept work area safe and sanitized by washing utensils, tools and countertops.
- Designed specialty cakes for weddings, birthdays, graduations, and various social events.
- Managed inventory.
Bakery Manager
Publix Super Markets Inc
01.2008 - 05.2013
- Managed all baking operations professionally.
- Trained new bakery staff on company policies and POS system use to maximize job satisfaction, expertise and team performance.
- Arranged bakery displays to showcase baked goods to drive product sales.
- Maintained and controlled inventory.
- Balanced Profit & Loss Reports.
- Oversaw food preparation and monitored safety protocols.
- Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
- Kept facility compliant with health codes, sanitation requirements and license regulations.
- Motivated staff to perform at peak efficiency and quality and promoted a team environment.
- Cross-trained existing employees to maximize team agility and performance.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
- Evaluated employee performance on semi-annual basis and coached and trained multiple team members, increasing quality of work and employee motivation.
Baker
Publix Super Markets Inc
02.2007 - 01.2008
- Complied with health and safety codes to protect staff and customers.
- Prepared, packaged, and labeled baked goods with accurate descriptions and ingredients.
- Filled out inventory and production sheets and informed head baker of stock levels.
- Determined quantity of product to prepare for next day operation by maintaining detailed production schedule.
- Staff training.
Customer Service
Publix Super Markets Inc
02.2005 - 02.2007
- Delivered assistance and service by carrying packages and bags and securing customer purchases in vehicles.
- Pleasantly greeted customers and provided prompt and courteous service.
- Retrieved items for customers and verified prices.
- Operated cash register to record transactions accurately and efficiently.
- Worked flexible schedule and extra shifts to meet business needs.
- Mentored new team members on customer service strategies.
- Reviewed weekly sales ads and monitored price changes.
- Performed cash, card and check transactions to complete customer purchases.
Education
Business Management
Daytona State College
Daytona Beach, FL12.2006
Associate Of Arts And Sciences - Baking And Pastry Arts
Le Cordón Bleu
Orlando, FLSkills
- Critical & Creative Thinking
- Clientele Development
- Microsoft Office & Outlook
- Self-Motivated & Service-Oriented
- Flexible and Adaptable
- Mail Sorting and Routing / Records Maintenance
- Reliable and Punctual
- Multitasking, Attention to Detail, & Prioritization
- Event and Activity Planning & Meeting Coordination
- Team Player
- Professional Verbal & Written Communication Skills
Certification
- 4-40 Licensed Customer Service Representative
- 20-44 Personal Lines Insurance Agent
- 200RYT Yoga Instructor
Timeline
Personal Lines Agent
Cowart Insurance Agency
03.2024 - Current
Personal Lines Insurance Agent
Lane Insurance, Inc.
03.2015 - Current
Cake Decorator
Publix Super Markets Inc
05.2013 - 04.2015
Bakery Manager
Publix Super Markets Inc
01.2008 - 05.2013
Baker
Publix Super Markets Inc
02.2007 - 01.2008
Customer Service
Publix Super Markets Inc
02.2005 - 02.2007
Business Management
Daytona State College
Associate Of Arts And Sciences - Baking And Pastry Arts
Le Cordón Bleu