Kelli Weakly
La Grange,KY
Summary
Accomplished in exceeding sales targets, increasing customer numbers and streamlining business operations. Skilled at marketing and selling insurance products by applying first-rate communication and negotiation strengths.
Overview
9
9
years of professional experience
Work History
Agency Owner
Self-employeed
La Grange, KY
08.2018 - Current
- Planned, coordinated, organized and directed all agency operations.
- Presented and explained product options to clients based on stated needs and goals.
- Met with customer, assessed situations and put together personalized plans.
Insurance Sales Agent
Dolbow Insurance
La Grange, KY
01.2015 - 08.2018
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Offered policy guidance and management to promote asset protection.
Education
MBA - Business Administration And Management
09.2009
Bachelor of Science - Marketing
01.2005
Skills
- Issue Resolution
- Verbal and Written Communication
- Strategic Decision-Making
- Staff Management
- Risk Mitigation and Management
- New Business Development
- Customer Service Management
Timeline
Agency Owner - Self-employeed
08.2018 - Current
Insurance Sales Agent - Dolbow Insurance
01.2015 - 08.2018
Sullivan University - MBA, Business Administration And Management
Sullivan University - Bachelor of Science, Marketing
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