Kendra Beckwith
Derby,KS
Summary
Knowledgeable Insurance Agent with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence. Skilled in insurance product promotion and policy knowledge, adept at fostering professional relationships and implementing innovative marketing strategies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
AAA Insurance Company
10.2022 - 11.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Fostered team-oriented environment that encouraged collaboration and shared success among agents.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Independent Insurance Agent
Wheat State Insurance Group
07.2016 - 10.2022
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
- Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
- Implemented innovative marketing strategies to attract new clients and expand market presence within the community.
- Maintained high standards of customer service by building relationships with clients.
Life Insurance Agent
Convergys, Colonial Penn
07.2013 - 07.2016
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Achieved recognition as top-performing agent by consistently exceeding sales targets.
Education
Bachelor of Arts - Business Management
Friends University
Wichita, KS05-2006
Skills
- Client needs analysis
- Communication Skills
- Insurance product promotion
- Policy sales
- Policy Knowledge
- Problem-solving abilities
- Cross-promote products
- Customer Retention
Accomplishments
I spearheaded the Social Media Marketing for Wheat State Insurance Group.
Won 2nd Place Contest Net Annual Premium Sold in Convergys - Colonial Penn
Certification
- Property and Casualty License - KS Department of Insurance.
- Life and Health Insurance License - KS Department of Insurance.
Timeline
Insurance Agent
AAA Insurance Company
10.2022 - 11.2024
Independent Insurance Agent
Wheat State Insurance Group
07.2016 - 10.2022
Life Insurance Agent
Convergys, Colonial Penn
07.2013 - 07.2016
- Property and Casualty License - KS Department of Insurance.
- Life and Health Insurance License - KS Department of Insurance.
Bachelor of Arts - Business Management
Friends University
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