Kelly Monohan
Cumming,GA
Summary
Focused and dedicated insurance professional with years of experience providing superior customer service and rates for health & life policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Agent
Assurion
Cumming, GA
01.2024 - Current
- Conduct telephone appointments with prospective clients to build rapport and sell insurance services.
- Conduct meetings or phone calls with potential clients to present insurance policies and answer questions.
- Respond to customer inquiries and problems to promote great service.
- Maintained accurate records of all insurance transactions using computer software systems.
- Prepared proposals and conducted closing interviews to increase insurance sales.
Insurance Agent
State Farm
Atlanta, GA
05.2021 - 12.2023
- Sold healthcare policies to clients in several US states.
- Prepared and presented insurance quotes, policies, and coverage options.
- Assessed customer risk levels and recommended appropriate coverage options.
- Scheduled meetings with prospective clients to discuss available products and services.
- Processed payments received from clients promptly according to established procedures.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Education
Some College (No Degree) - Business
Kennesaw State University
Kennesaw, GASkills
- CRM Software
- Client Relations
- Leads Prospecting
- Client Retention
Certification
- Health & Life Insurance License
Accomplishments
- Salesperson of the Year in 2022 and 2023
- Received bonuses and raises based on my achievements
References
References available upon request.
Timeline
Insurance Agent
Assurion
01.2024 - Current
Insurance Agent
State Farm
05.2021 - 12.2023
Some College (No Degree) - Business
Kennesaw State University
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