Kelly Galvez
Belton,TX
Summary
Detail-oriented individual with a strong foundation in account management and sales. Recognized for enhancing client retention and improving operational efficiency through collaboration and strategic planning.
Overview
3
3
years of professional experience
Work History
Account Representative
Veronica Logan State Farm
Belton, TX
08.2024 - Current
- Managed client relationships to ensure satisfaction and retention.
- Assisted in policy administration and claims processing for timely resolution.
- Conducted needs assessments to identify appropriate insurance products for clients.
- Collaborated with team members to enhance service delivery and operational efficiency.
- Provided support in marketing initiatives to promote State Farm services effectively.
- Resolved customer inquiries and issues, maintaining a high level of professionalism.
- Wrote new business sales in P&C, business, and life/health products
Insurance Sales Agent
SimplyIOA
Remote
01.2024 - 08.2024
- Designed and implemented tailored insurance strategies to fulfill varied client needs.
- Conducted comprehensive policy reviews to identify coverage gaps and recommend enhancements.
- Educated clients on insurance products, fostering informed decision-making and building trust.
- Utilized CRM systems to track leads and manage client interactions effectively.
Insurance Sales Agent
Veronica Logan State Farm
Belton, TX
04.2023 - 01.2024
- Developed tailored insurance solutions to meet diverse client needs.
- Collaborated with underwriters to ensure accurate risk assessment and policy issuance.
- Trained new agents on product knowledge and sales techniques, enhancing team competency.
Team Lead OEP
AnswerNet
Remote
10.2022 - 02.2023
- Led team to meet operational goals by streamlining communication processes.
- Mentored junior staff, enhancing skills and promoting team cohesion.
- Implemented process improvements, increasing efficiency in daily operations.
- Coordinated project timelines, ensuring timely completion of deliverables.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coached team members in techniques necessary to complete job tasks.
Education
Bachelor of Science - Computer Science
DeVry Education Group
RemoteSkills
- Customer engagement
- CRM proficiency
- Customer relationship management
- Account management
- Goal oriented
- Prospecting skills
- Sales expertise
- Attention to detail
- Problem-solving abilities
- Active listening
Timeline
Account Representative
Veronica Logan State Farm
08.2024 - Current
Insurance Sales Agent
SimplyIOA
01.2024 - 08.2024
Insurance Sales Agent
Veronica Logan State Farm
04.2023 - 01.2024
Team Lead OEP
AnswerNet
10.2022 - 02.2023
Bachelor of Science - Computer Science
DeVry Education Group