Kerry Disinger

• Developed customized insurance plans based on client needs and risk assessments.
• Educated clients on policy options, coverage details, and claims processes.
• Resolved client inquiries and concerns to enhance customer satisfaction and retention.
• Conducted market research to identify emerging insurance trends and competitive products.
• Assist with the entire start to finish claims process.
• Collaborated with underwriters to ensure accurate risk evaluations and policy approvals.

Fostered a culture of collaboration and continuous improvement within the team by sharing knowledge, insights, and best practices with colleagues.

• Streamlined reporting processes for improved efficiency and accuracy in fund management tasks.
• Maintained a high level of integrity in all dealings with alumni, and colleagues to uphold the reputation of the organization.
• Implemented portfolio rebalancing tactics to optimize returns while minimizing risk exposure.
• Ensured compliance with all applicable laws, regulations, policies, and procedures by staying current on industry developments and maintaining an open dialogue with compliance officers.
• Increased fund performance by diligently analyzing and monitoring investment data for an over 7-million-dollar annual fund.
• Demonstrated adaptability during periods of market volatility, adjusting investment strategies as needed to maintain fund performance while mitigating potential risks.
• Developed and implemented marketing campaigns targeting donors.
• Proposed fundraising opportunities to potential donors to increase sources of funding.
• Analyzed current and potential donor data to identify demographics and trends.
• Created and implemented fundraising plans to encourage donations and distribute funding.
• Planned and organized special events, solicited corporate sponsorships, and set up gift donations to reach financial targets.
• Utilized advanced CRM software to manage alumni portfolios.

• Provided local business representation through direct outreach as well as through it's relationships with key community partners in rural communities, Pulaski, Starke, Newton and Jasper Counties.
• Supported team members with creating proposals, presentations, and other materials for successful client interactions.
• Maintained accurate records of client interactions, transactions, and account details to ensure seamless service delivery.
• Developed strong relationships with clients to foster trust, loyalty, and long-term partnerships in a competitive marketplace.
• Assisted in the recruitment process by screening resumes and forwarding them to businesses in need of staff.
• Assisted employers with grants that help lower the cost of training, and up-skilling new and current employees.
• Collaborated with cross-functional teams to develop innovative solutions that met client needs and expectations.
• Contributed to business growth by identifying potential opportunities and conducting market research.
• Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
• Promoted company products or services through targeted marketing campaigns aimed at expanding market share or reaching new demographic segments for potential growth opportunities.
• Participated in staff training sessions to enhance personal skills while contributing valuable input toward overall team improvement initiatives.
• Utilized advanced CRM software managed by DWD/State of Indiana.

• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Efficiently resolved complex customer inquiries by leveraging deep understanding of policy details and available resources.
• Negotiated favorable terms with carriers on behalf of clients, securing competitive rates without compromising coverage quality.
• Collaborated with underwriters to ensure accurate policy issuance and prompt claim resolution.
• Conducted comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
• Streamlined the quote generation process for faster response times, resulting in higher conversion rates.
• Implemented a system for tracking client communication history, streamlining follow-up processes and improving overall customer service experience.
• Maintained up-to-date knowledge of industry regulations, enabling accurate advice and policy recommendations.
• Participated in ongoing professional development opportunities to stay current with industry trends and advancements in product offerings.
• Established trust-based relationships with clients by maintaining open lines of communication throughout the entire sales process from initial contact to post-sale followup.
• Developed strong rapport with clients, leading to numerous referrals and repeat business.
• Exceeded sales targets through consistent follow-up with leads and effective closing techniques.
• Utilized advanced CRM software to manage leads effectively, increasing lead-to-customer conversion rate significantly over time.

• Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
• Collaborated with cross-functional teams to address complex client needs.
• Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
• Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
• Conducted thorough research on market trends, enabling informed decision-making for clients'' investments.
• Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and recommendations.
• Increased client retention through building strong relationships and consistent communication.
• Improved office productivity by implementing efficient systems for tracking client data and maintaining records securely online.
• Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
• Developed comprehensive financial reports for client review, ensuring transparency and understanding of their investment progress.