Kevin Wiley
Stuart,FL
Summary
Proven Insurance Agent at Fiorella Insurance Agency, adept in client retention and policy renewals, enhanced customer satisfaction through personalized solutions. Leveraged critical thinking and relationship building to expand client base, mastering regulatory compliance and CRM software. Achieved notable sales targets by effectively cross-selling and upselling insurance products. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Successful and seasoned [Job Title] with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Agent
Fiorella Insurance Agency
08.2020 - 03.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Utilized CRM software to manage client relationships.
Dispatcher
Armellini Express Lines
11.2015 - 06.2020
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Communicated with drivers and personnel to coordinate timely delivery of goods and materials.
- Directed dispatching, routing, and tracking of [Number] fleet vehicles.
- Collaborated with fellow dispatchers to maintain a seamless workflow during shift changes.
- Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
- Provided exceptional customer service to callers, remaining empathetic and patient during emergencies.
- Promoted teamwork among colleagues by proactively assisting others when needed.
- Tracked delivery progress to identify possible delays and provide real-time updates to customers.
- Generated reports to track deliveries and maintain proper records and documentation.
- Planned, organized, and managed work of subordinate staff to accomplish consistent work within organizational standards.
Radiology Clerk
Jupiter Medical Center
09.2001 - 08.2015
- Educated patients on procedure details, provided instructions, and answered questions to minimize anxiety and improve cooperation.
- Reviewed physicians' orders to determine medical imaging needs and operated radiologic equipment to capture, develop, and produce diagnostic images.
- Captured images using mobile equipment in operating rooms, emergency rooms, and patients' bedsides.
- Processed, labeled, and organized diagnostic images to match with patient records.
- Monitored and managed inventory and supply levels of sterile and non-sterile items, contrast materials, catheters, films, and chemicals.
- Continuously updated knowledge about advances in medical imaging technology, enabling better support for the radiology team in delivering high-quality services.
- Contributed to a well-organized work environment by properly filing and cataloging radiology films for easy retrieval when needed.
- Streamlined the radiology department''s workflow by organizing and maintaining accurate records of patients'' diagnostic imaging results.
- Collaborated with radiologists to prepare accurate billing statements, minimizing discrepancies and improving revenue collection.
- Increased accuracy of documentation by thoroughly verifying patient demographic information before entering it into the system.
Education
High School Diploma -
Jupiter High School
Jupiter, FL06.1983
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Policy Knowledge
- Client needs analysis
- Client Retention
- Account Management
- Life Insurance
- Upselling
- Negotiation
- CRM Software
- Health insurance
- Policy Renewals
- Regulatory Compliance
- Vision and dental insurance
- Relationship Building
- Data Entry
- Critical Thinking
- Insurance Policy Sales
- Insurance Eligibility
- Customer Complaint Resolution
- New Agent Training
- Customer Referrals
- Policy Feature Explanations
- Life Insurance Sales
- Call Center Customer Service
- Licensing Requirements
- HIPAA Compliance
- Health Insurance Sales
Certification
440 License
215 License
2044 License
Timeline
Insurance Agent
Fiorella Insurance Agency
08.2020 - 03.2024
Dispatcher
Armellini Express Lines
11.2015 - 06.2020
Radiology Clerk
Jupiter Medical Center
09.2001 - 08.2015
High School Diploma -
Jupiter High School
Similar Profiles
Lionel AsprillaLionel Asprilla
Licensed Insurance Agent at Fiorella Insurance AgencyLicensed Insurance Agent at Fiorella Insurance Agency
BRIAN BIELEBRIAN BIELE
Insurance Agency Owner at Best Life Health Insurance AgencyInsurance Agency Owner at Best Life Health Insurance Agency
Samantha EverleySamantha Everley
Insurance Agent at The Hanover Insurance Group, Inc.Insurance Agent at The Hanover Insurance Group, Inc.
Napoleon Ramon FranciscoNapoleon Ramon Francisco
Handyman Helper at DS MultiserviceHandyman Helper at DS Multiservice
Gabriella AmadoGabriella Amado
Senior Pharmaceutical Sales Representative at MerckSenior Pharmaceutical Sales Representative at Merck