Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
CustomerServiceRepresentative

Kelli Patterson

Customer Service Representative
Greenwood,IN

Summary

Driven agent with 6 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

23
23
years of professional experience

Work History

Insurance Sales Agent

All Insurance Services LLC
Greenwood,, IN
06.2016 - Current
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold commercial insurance and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques

Co-Owner

Trinity Property Group, LLC
Greenwood,, IN
05.2005 - Current
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.

Education

High School Diploma -

Greenwood Community High School
Greenwood, IN
05.1983

Skills

  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Courteous with Strong Service Mindset
  • Upbeat and Positive Personality
  • Data Entry and Maintenance
  • Responding to Difficult Customers
  • Efficient and Detail-Oriented
  • Building Customer Trust and Loyalty
  • Inquiry Requests
  • Answering Customer Questions
  • Inbound and Outbound Calling

Additional Information

I love customer service and feel it is my strong suit. In past jobs the customers who were viewed as difficult to handle were usually assigned to me. Keeping calm under pressure, strong communication skills, and a desire to help others is what I believe fuels this passion. I have been in customer service in one form or another for 30 + years. Upon completing high school, I worked for a brokerage firm assisting customers by seeing that all their needs were met. While raising my children I kept active with volunteer work. I volunteered at Center Grove High School for 12 years. Also I donated my time at a counseling center, Rod and Staff and lead a bible study for 11 years. I hope you will consider me for your customer service needs, I am sure you will be delighted with your decision.

Timeline

Insurance Sales Agent

All Insurance Services LLC
06.2016 - Current

Co-Owner

Trinity Property Group, LLC
05.2005 - Current

High School Diploma -

Greenwood Community High School
Kelli PattersonCustomer Service Representative