Summary
Overview
Work History
Education
Skills
Additional Information
Competing on Horse Shows at a National Level
Timeline
Generic

Kellie Whitfield

Statesville,NC

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

11
11
years of professional experience

Work History

Insurance Agent

Star H Insurance
11.2023 - 05.2024
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Utilized CRM software to manage client relationships.

Insurance Agent

Stephen West Insurance Agency
12.2012 - 10.2023
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
  • Calculated premiums and established payment methods for sales.

Education

Bachelor of Science - Business Administration

Barton College
Wilson NC
05.1991

Skills

  • Licensed Property and Casualty Insurance Agent
  • Licensed Life Insurance Agent
  • Client Relations
  • Account Management
  • Insurance Practices

Additional Information

Worked closely with Chamber of Commerce including Leadership of Wayne County. Networking with industry leaders and how agency services can help developing businesses.

Hosted many Business After Hours and participated in other community events like Relay for Life


Competing on Horse Shows at a National Level

Accomplished horseman showing National Reining Horse Association across the Nation. Lawson and Morrison Trophy winner at National, State and affiliate level Championships.

Numerous National Champions in American Quarter Horse Association at State and National levels. 

Timeline

Insurance Agent

Star H Insurance
11.2023 - 05.2024

Insurance Agent

Stephen West Insurance Agency
12.2012 - 10.2023

Bachelor of Science - Business Administration

Barton College

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