Kellie Cutler
Traverse City,MI
Summary
Dedicated insurance agent with over 20 years of experience in policy recommendation and client education. Proven ability to build trust and rapport with clients, ensuring their needs are met through tailored insurance solutions.
Overview
1
1
Certification
36
36
years of professional experience
Work History
Insurance Agent
Acrisure
Traverse City, Michigan
02.2003 - Current
- Informed clients about coverage options and benefits of various policies, enabling informed decision-making.
- Recommended insurance policies tailored to individual client needs.
- Cultivated strong client relationships, enhancing client retention and support.
- Conducted regular policy reviews to ensure relevant coverage for clients.
- Addressed client inquiries and issues promptly, ensuring high levels of client satisfaction.
- Collaborated with underwriting teams to assess risk for new applications.
- Educated customers on the importance of maintaining adequate insurance coverage.
Insurance Agent
Hagerty
Traverse City , MI
02.2000 - 02.2003
- Educated clients on coverage options and benefits to enhance understanding of classic auto policies.
- Developed and maintained strong client relationships, facilitating ongoing support and trust.
- Resolved client inquiries and issues promptly, contributing to overall client satisfaction.
- Collaborated with underwriting teams to assess risk for new applications.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Social Caseworker
United Way
Grand Rapids, MI
08.1990 - 12.1994
- Provided direct casework services such as crisis intervention, counseling, advocacy, and referral services.
- Provided crisis intervention and emotional support during difficult situations.
- Advocated for client rights and access to essential services.
- Collaborated with other professionals to develop treatment plans that addressed the physical, mental health and social service needs of clients.
- Coordinated resources with community organizations to enhance client support.
- Collaborated with other agencies to coordinate resources and services for clients.
- Guided clients in accessing resources, including housing assistance and employment opportunities.
- Facilitated referrals to programs and agencies, ensuring clients received comprehensive support.
- Met with clients to conduct needs assessments, recommending appropriate support and service offerings.
Education
Bachelor of Arts - Social Work
Western Michigan University
Kalamazoo, MI05-1992
Associate of Arts - Social Work
Grand Rapids Community College
Grand Rapids, MI05-1988
Skills
- Policy recommendation
- Policy review
- Risk assessment
- Claims processing
- Document preparation
- Client education
- Customer relationship management
- Client rapport
- Attention to detail
- Time management
- Data entry
Certification
- Licensed Property and Casualty Insurance Agent
Timeline
Insurance Agent
Acrisure
02.2003 - Current
Insurance Agent
Hagerty
02.2000 - 02.2003
Social Caseworker
United Way
08.1990 - 12.1994
Bachelor of Arts - Social Work
Western Michigan University
Associate of Arts - Social Work
Grand Rapids Community College