Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Custom
Timeline
Generic

Kim Donaca

Beavercreek

Summary

Dynamic consultant with proven expertise at TruStage in risk assessment and consultative sales. Successfully enhanced operational efficiency and client satisfaction through innovative solutions and strong relationship building. Adept at contract negotiation and project management, consistently driving sales growth and fostering stakeholder engagement in competitive environments.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Consultant

TruStage
Madison
11.2011 - Current
  • Collaborated with underwriters to develop customized solutions that met clients' specific requirements.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Developed appropriate quotes based on risk information.
  • Upsold products to policyholders and potential new clients.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Researched and analyzed insurance policies to determine risk factors for clients.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Analyzed risk and adhered to underwriting standards to drive risk selection and profitability.
  • Reviewed applications, credit reports, and other documents to assess risk.

CEO

EVCII
Oregon City
04.2012 - 09.2023
  • Promoted a customer-centric approach to drive satisfaction and loyalty.
  • Implemented new technologies to streamline organizational processes when needed.
  • Reviewed reports submitted by department heads to assess progress towards meeting objectives.
  • Negotiated high-value contracts and partnerships to expand market presence.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Cultivated relationships with key stakeholders such as donors, volunteers, partners, and sponsors.
  • Negotiated contracts with vendors for services such as IT maintenance or event catering.
  • Maintained effective communication channels with all stakeholders involved in the organization's activities.
  • Provided leadership and guidance on budgeting decisions to maximize resources available.
  • Cultivated and maintained positive working relationships with employees, executives and other stakeholders.

Insurance Producer

Allstate
Portland
01.2010 - 11.2011
  • Maintained up-to-date knowledge of industry trends and best practices.
  • Managed multiple projects simultaneously while adhering to tight deadlines.
  • Assessed training needs through surveys, interviews with employees or focus groups.
  • Recommended changes or improvements in existing training processes as needed.

Education

Bachelor of Arts - Business/Communications

Concordia College
Moorhead, MN
06-1988

Skills

  • Risk assessment
  • Insurance analysis
  • Consultative sales
  • Contract negotiation
  • Customer service
  • Project management
  • Stakeholder management
  • Relationship building
  • Communication skills
  • Issue research
  • Key performance indicators
  • Processes and procedures
  • Sales strategy
  • Time management abilities
  • Sales forecasting
  • Employee management
  • Training and development

Certification

  • CIC
  • CPCU
  • Property and Casualty License

Affiliations

  • Golf
  • Pickelball

Custom

Additional work history: Bell Anderson, Personal Lines Manager Portland 1

Fournier Group  Manager, Portland 

Farmer Reserve District Manager, Clackamas:

Ross and Associates : Personal Lines Manager 

Oak Tree Insurane Manager 

Oak Tree Insurance, Manager 2006-2007 

Timeline

CEO

EVCII
04.2012 - 09.2023

Consultant

TruStage
11.2011 - Current

Insurance Producer

Allstate
01.2010 - 11.2011

Bachelor of Arts - Business/Communications

Concordia College

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Kim Donaca