Kendra Purta
Sandpoint,ID
Summary
Insurance producer with 10+ years of experience managing personal and commercial accounts through the full policy lifecycle. Experienced in new business quoting, coverage reviews, endorsement processing, and ongoing client relationship management. Active producer in California and Idaho with a track record of responsive, knowledgeable service to clients.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Licensed Insurance Producer & Account Manager
Thousand Oaks Insurance Agency
04.2026 - Current
- Manage personal and commercial insurance accounts for multiple producers. Provide ongoing support to clients with their insurance needs.
- Handle policy changes, renewals, and coverage reviews. Work closely with clients to ensure their policies remain accurate and up to date.
- Prepare certificates of insurance, ACORD forms, binders, and other policy documents. Communicate with carriers and underwriters to resolve questions and process requests.
- Coordinate daily workflows and oversee support staff. Lead team meetings and help ensure tasks are completed accurately and efficiently.
Account Representative
Alliant Insurance
Ponderay, Idaho
03.2020 - 04.2023
- Managed personal lines insurance accounts, maintaining client relationships and addressing coverage questions and ongoing policy needs efficiently.
- Resolved billing, claims, and underwriting concerns while delivering dependable customer service and fostering strong client relationships.
- Prepared quotes for new and existing clients, reviewing coverage options to identify opportunities for enhanced client protection.
- Processed renewals, endorsements, and policy changes. Worked with carriers to ensure requests were handled accurately and promptly.
Personal Lines Producer
Pend Orellie Insurance Services
Ponderay, Idaho
08.2015 - 03.2020
- Quoted and sold personal lines insurance policies to new and existing clients, ensuring coverage met individual needs.
- Worked as part of a three-agent team serving over 4,000 clients. Assisted with both new business and ongoing account servicing.
- Managed renewals, policy changes, and coverage questions while collaborating with carriers to deliver accurate and timely service.
- Developed and maintained strong client relationships through personalized service, enhancing clients' understanding of their insurance coverage.
Skills
- Account Management
- Property & Casualty
- Policy & Coverage Reviews
- Endorsements & Policy Changes
- Renewals & Remarketing
- New Business Quoting
- Claims assistance
- ACORD Forms
- COIs
- Binders
- Carrier & Underwriter Communication
- Workflow Management
- Team Leadership
- Client Retention
Certification
- California Property & Casualty Insurance License ACTIVE
- Idaho Property & Casualty Insurance License ACTIVE
Timeline
Licensed Insurance Producer & Account Manager
Thousand Oaks Insurance Agency
04.2026 - Current
Account Representative
Alliant Insurance
03.2020 - 04.2023
Personal Lines Producer
Pend Orellie Insurance Services
08.2015 - 03.2020