Kelli Camery
League City,TX
Summary
A highly motivated Insurance Agent with over 15 years of experience building lasting relationships with clients, brokers and underwriters. I pride myself in being professional and reliable. I am well organized and vastly skillful at managing sales, diligent at prospecting new clientele and offering continuous follow-up support. I have the ability and knowledge to provide potential clients insite on extensive insurance plans. I am always willing and open to expand my knowledge and understanding of products and services being offered. My professional goal is to remain versatile and work towards consistently achieving company goals.
Current Texas Property & Casualty Licensed agent since 2014
Personal and professional references upon request
Overview
22
22
years of professional experience
Work History
Customer Service Manager - Aviation
Higginbotham Insurance Agency
Webster, TX
06.2023 - Current
- Policy servicing, including endorsements, certificates, cancellations, and billing issues
- Review new and renewal policies to ensure accuracy
- Document all client interactions and activities within internal system
- Communicate with clients, carriers, and internal partners via phone and email
- Process audits, including verification of rates, exposures, and prior premiums
- Work closely with aviation team to ensure client support and satisfaction
- Organize and manage complex accounts
- Premium and activity follow ups
Licensed Insurance Agent
Falcon Insurance Agency - An Acrisure Partner
Humble, TX
08.2010 - 05.2023
- Aviation Insurance Specialist
- New and renewal quoting and sales
- Customer Service & Communication
- Process and distribute certificates
- Invoicing and premium collection
- Process policy changes and endorsements
- Billing adjustments and refunds
- Request updates, market and process policy renewals
- Obtain underwriting approval by completing applications for coverage
- Maintain high standards of customer service by building relationships with clients using active listening and issue resolution to provide excellent service
- Respond to customer calls swiftly to resolve issues and answer questions
- Provide coverage option information to assist clients in protecting assets
- Prepare and review insurance applications to verify compliance with regulations
- Negotiate with insurance underwriters to obtain better coverage and improved rates for clients
- Monitor changes in insurance industry to stay compliant with relevant laws and regulations
Customer Service Representative
Lone Star Auto Insurance
Humble, TX
07.2004 - 03.2005
- Provided primary customer support to internal and external customers
- Analyzed customer needs to provide customized insurance solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Generated quotes and proposals for clients to match individual needs.
- Calculated premiums and established payment methods for sales.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Diploma - Medical Billing And Coding
National Institute of Technology
Houston, TX06-2004
High School Diploma -
Spring High School
Spring, TX05-2000
Skills
- EPIC Systems
- ACORD
- Aeroquote
- Microsoft Word / Excel / Outlook
- Billing and Invoicing
- Typing: 65 WPM and 10-Key
- Workflow Processes
- Organized
- Time Management
- Commercial Aviation Insurance Knowledge
- Certificate Processing
- Positive Attitude / Motivated
Timeline
Customer Service Manager - Aviation
Higginbotham Insurance Agency
06.2023 - Current
Licensed Insurance Agent
Falcon Insurance Agency - An Acrisure Partner
08.2010 - 05.2023
Customer Service Representative
Lone Star Auto Insurance
07.2004 - 03.2005
Diploma - Medical Billing And Coding
National Institute of Technology
High School Diploma -
Spring High School