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
MonroevilleSkills
- 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