Overview
Work History
Education
Skills
Timeline
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Kelli Betts

292 W Claiborne St Apt 103 Monroeville,AL

Overview

11
11
years of professional experience

Work History

Insurance Sales Team Member

State Farm
Monroeville, AL
06.2021 - Current
  • Processed payments from clients promptly while ensuring accuracy of billing information.
  • Collaborated with other departments within the organization such as Claims Adjusters or Underwriters when necessary.
  • Maintained detailed records of all customer interactions including sales presentations, policy changes, claims filed.

Retail Banker II

United Bank For Africa
Monroeville, AL
06.2018 - 07.2021
  • Performed daily cash balancing duties ensuring accuracy of funds in drawers.
  • Developed relationships with customers to ensure their satisfaction with banking services.
  • Identified and resolved complex client service issues to deliver exceptional customer service.

Retail Banker II

Woodforest Bank
Monroeville, AL
03.2013 - 06.2018
  • Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Greeted customers and identified customer needs to provide appropriate banking services.
  • Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
  • Resolved customer complaints quickly and efficiently while maintaining a professional attitude.

Education

Some College (No Degree) - Liberal Arts

Coastal Alabama Community College
Monroeville

Skills

  • Policy Analysis
  • Rapport Building
  • Insurance Sales Strategy
  • Customer Needs Assessment
  • Customer Retention
  • Customer Service
  • Product Knowledge

Timeline

Insurance Sales Team Member

State Farm
06.2021 - Current

Retail Banker II

United Bank For Africa
06.2018 - 07.2021

Retail Banker II

Woodforest Bank
03.2013 - 06.2018

Some College (No Degree) - Liberal Arts

Coastal Alabama Community College

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Kelli Betts