Kellie Harshman
Port Charlotte,FL
Summary
Proven track record in relationship building and sales experience, demonstrated at Hunter Stevens State Farm by consistently exceeding customer expectations. Skilled in effective customer service and critical thinking, adept at fostering client trust and achieving results. Excelled in collaborative environments, enhancing team and client rapport. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
10
10
years of professional experience
Work History
Personal Lines Insurance Agent
Hunter Stevens State Farm
2024.04 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Developed trusting client relationships by customizing to fit specific needs
Real Estate Agent
Floridian Realty Services
2018.11 - 2024.04
- Wrote listings detailing and professionally highlighting property features to increase sales chances.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.
- Advertised client properties through websites, social media, and real estate guides.
- Presented purchase offers to sellers for consideration.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Advised clients on market conditions and property value for informed decision-making.
- Coordinated appointments to show tenants and buyers prospective homes.
- Collaborated with mortgage companies to accurately determine loan and mortgage options for clients.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Reviewed and executed confidential documents, contracts and disclosures.
Collection Specialist
Gulf Coast Collection Bureau
2016.02 - 2018.11
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Maintained high volume of calls and met demands of busy and productive group.
- Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
- Documented customer payment interactions and account statuses for future reference.
- Maintained consistently high success rate of collecting on overdue accounts.
- Collected on delinquent accounts to reduce overdue balances.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Identified and contacted customers with overdue accounts to address payment status.
- Maintained accurate records of customer accounts, payments and payment plans.
- Established relationships with customers to encourage payment of delinquent accounts.
Program Coordinator
Engelwood Coalition
2015.01 - 2016.12
- Developed new program and feature ideas.
- Monitored programming schedules, conformance to guidelines and quality.
- Conducted surveys with students upon course completion to gather feedback for improvement.
- Planned and coordinated educational events and activities.
- Developed partnerships with parents, businesses and organizations to build awareness, increase support and share resources.
- Scheduled educational activities, faculty lectures and departmental events to drive mission of a drug free Charlotte County.
Education
High School Diploma -
Continental High School
Continental, OH05.1998
Skills
- Collaboration and Teamwork
- Effective customer service
- Relationship building
- Excellent Communication
- Time Management
- Active listening skills
- Customer care
- Documentation
- Report Development
- Sales experience
- Attention to Detail
- Critical Thinking
Licenses
Personal Lines Insurance Agent
Timeline
Personal Lines Insurance Agent
Hunter Stevens State Farm
2024.04 - Current
Real Estate Agent
Floridian Realty Services
2018.11 - 2024.04
Collection Specialist
Gulf Coast Collection Bureau
2016.02 - 2018.11
Program Coordinator
Engelwood Coalition
2015.01 - 2016.12
High School Diploma -
Continental High School
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