Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kendell Walton

Little Elm,TX

Summary

Results-driven insurance professional with a strong focus on sales strategies, client-focused service, and team mentorship. Demonstrated success in collaborating with underwriters and preparing tailored proposals, contributing to enhanced policy coverage for diverse clients.

Overview

12
12
years of professional experience

Work History

Licensed Insurance Producer

Mass Drive
Boston, MA
08.2022 - Current
  • Conducted detailed policy reviews to identify coverage gaps and savings opportunities.
  • Mentored junior team members on effective sales strategies and product knowledge.
  • Collaborated with underwriters to secure documentation and negotiate favorable policy terms.
  • Managed client data and sales activities using CRM software to track performance.
  • Reviewed applications for accuracy prior to submission to underwriting departments.
  • Prepared tailored proposals detailing coverage options, premiums, payment plans, and benefits.

Insurance Sales Agent

AWL INSURANCE AGENCY
Austin, TX
09.2019 - 06.2022
  • Explain and sell the feature of various home and auto policies.
  • Keep track of all monthly sales and goal via Microsoft excel.
  • Delivered exceptional service after completed sales, processing paperwork and coordinating support.
  • Developed and implemented sales strategies to attract new clients.

Talent Acquisition Specialist

National General Insurance
Dallas, TX
05.2016 - 09.2019
  • Help new hires understand their roles within the company and what is expected of them.
  • Gathered all signed documentation and paperwork prior to start date.
  • Brought in applicants by organizing career fairs and other events.
  • Maintained accurate records of applicant data in applicant tracking systems ATS.

Health Benefit Advisor

Extend Health
06.2013 - 05.2016
  • Assisted the 60 Plus community understand the benefits of their medicare options.
  • Help with application questions and selecting coverage.

Education

B. A - Visual Communications

Westwood College
06.2012

Skills

  • Customer interaction
  • CRM software
  • Lead generation
  • Risk assessment
  • Insurance underwriting
  • Document review
  • Policy review

Languages

ENGLISH

Timeline

Licensed Insurance Producer

Mass Drive
08.2022 - Current

Insurance Sales Agent

AWL INSURANCE AGENCY
09.2019 - 06.2022

Talent Acquisition Specialist

National General Insurance
05.2016 - 09.2019

Health Benefit Advisor

Extend Health
06.2013 - 05.2016

B. A - Visual Communications

Westwood College

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