Kelly Heffentrager
Byron,MI
Summary
Dynamic Licensed Insurance Agent with proven expertise in client relationship management. Excelled in sales strategy development, consistently exceeding targets through tailored solutions and exceptional customer service. Skilled in team training and development, fostering a high-performance culture while enhancing client retention and satisfaction.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Scherff Agency
07.2010 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Conducted market research to identify potential clients and improve outreach strategies.
- Provided administrative support by maintaining client records and processing applications.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Responded promptly to client inquiries, ensuring high levels of customer satisfaction.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Upsold additional products and services after identifying customer needs and requirements.
- Maintained high standards of customer service by building relationships with clients.
- Utilized CRM software to manage client relationships.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Developed and implemented promotional strategies to increase customer base.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Promoted products and services using upselling and other sales strategies.
Assistant Food and Beverage Director
Hartland Glen Golf Club
06.2012 - 06.2025
- Oversaw daily food and beverage operations, ensuring high standards of service and quality.
- Collaborated with kitchen staff to design innovative menus that enhanced guest experience.
- Managed inventory control processes, optimizing stock levels and reducing waste.
- Developed training programs for staff, improving service efficiency and team performance.
- Coordinated special events, ensuring seamless execution and exceptional guest experiences.
- Ensured compliance with all health department regulations, maintaining a clean and safe dining environment for guests.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
Education
High School Diploma -
Hartland High
Hartland, MI05-2004
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Client retention
- Client service
- Team training and development
- Sales strategy development
- Customer follow-up
- Customer service
- Licensed insurance agent
Certification
- Licensed-06/25/2012-current
- Serve safe-06/07/2013-current
Timeline
Assistant Food and Beverage Director
Hartland Glen Golf Club
06.2012 - 06.2025
Licensed Insurance Agent
Scherff Agency
07.2010 - Current
High School Diploma -
Hartland High
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