Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Certifications And Awards
Community Leadership
Generic

KELLY GENGLER

Colorado Springs,CO

Summary

Driven professional with a competitive spirit and a commitment to providing personalized financial solutions. Proven ability to build strong, lasting relationships and achieve business development goals.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Property & Casualty Sales

USAA
Colorado Springs
05.2023 - Current
  • Conduct consultative conversations to assess needs and develop personalized solutions.
  • Guide clients through complex, emotional decisions using empathy and education.
  • Maintain consistent follow-up with prospective members before commitment.
  • Own the start-to-end client experience, reducing escalations and improving satisfaction.
  • High member satisfaction through first-contact resolution
  • Recognized peer resource and informal team lead
  • Delivered high-quality member experiences in a regulated environment.
  • Served as an informal team lead and subject-matter expert.
  • Educated members on policy options, achieving strong member satisfaction.

Insurance Broker

Paradox Insurance Agency
04.2022 - 05.2023
  • Built long-term client relationships through personalized service.
  • Conducted on-site business visits to assess client needs.
  • Achieved 100% client retention through exceptional service.

Executive Administrator & Grant Administrator

Realm of Caring Foundation
Colorado Springs
01.2016 - 10.2018
  • Benefits Advisor
  • Onboarded new staff
  • Led organizational restructuring to improve efficiency by 42%
  • Digitized grant program management to enhance client service.
  • Reduced administrative workload, increasing capacity for member relations.
  • Fostered client and vendor relationship building through consistent and effective communication.
  • Planned, coordinated, and controlled daily operations of sales, financial
    management, and human resources.
  • • Managed office operations, scheduling,g and inventory audits.

Education Coordinator & Office Manager

Kirby Chiropractic
Frankfort, KY
04.1999 - 09.2006
  • Developed policy manuals and HIPAA documentation.
  • Led hiring and staff development to improve service delivery.
  • Public speaker at community events, enhancing local engagement.
  • Marketing design and oversight
  • Established and maintained positive relationships with government
    regulators, residents, families, other area health care providers,
    physicians, and the community at large.
    • Helped improve the quality of training seminars and public health education materials.
    • Designed curriculum and oversaw lesson planning to meet instructional
    goals.
    • Scheduled staff or speakers and coordinated facilities to plan logistics for program lectures.
    • Maintained impeccable office organization to support efficiency,
    professionalism, and performance objectives.
    • Managed office inventory and placed new supply orders.
    • Managed office budget to handle inventory, postage, and vendor services.
    • Conducted staff performance evaluations to monitor progress and
    individual skills.

Education

Bachelor of Arts -

St. Ambrose University
Davenport, IA
05.1996

Associate of Arts - International Studies

University of Vienna, Goethe Institute
Vienna Austria

Skills

  • Member consultation
  • Networking and referrals
  • Customer service
  • Problem Solving
  • Workflow Improvements
  • Team Leadership & Coaching
  • Event planning and coordination
  • Payroll & Benefits

Accomplishments

    Top Dwag Award 2025 USAA

    PTA Leadership Award 2018

    Parent Board President, Early Colleges, Colorado Springs

    HOA Board Secretary 2020-2024

    Media Lead, 2020-2024 Painted Paws for Veterans

Certification

Property & Casualty License

AINS 101, 102

Project Management Certificate

Technical Writing Certificate

Digital Marketing Certificate

Grant Writing Certificate

Nonprofit Communication Certificate

Designing for Accessibility Certificate

Executive Assistant Skills Certificate

Creating a Fundraising Plan Certificate

Licensed Massage Therapist

Timeline

Property & Casualty Sales

USAA
05.2023 - Current

Insurance Broker

Paradox Insurance Agency
04.2022 - 05.2023

Executive Administrator & Grant Administrator

Realm of Caring Foundation
01.2016 - 10.2018

Education Coordinator & Office Manager

Kirby Chiropractic
04.1999 - 09.2006

Bachelor of Arts -

St. Ambrose University

Associate of Arts - International Studies

University of Vienna, Goethe Institute

Certifications And Awards

  • Active Property & Casualty License
  • AINS 101, 102
  • Multiple professional certificates
  • Top Dawg Award, 2025
  • PTA Leadership Award, 2018

Community Leadership

  • Parent Board President
  • HOA Board Secretary
  • Media Lead, Painted Paws for Veterans
KELLY GENGLER