Kimberly Mitchell
Lake Tapps
Summary
Office Manager and Insurance Agent with a strong record at Ozanich Insurance Brokers, Ltd. Expertise in policy management and communication led to improved customer satisfaction and retention rates. Recognized for analytical thinking and team building, driving results through strategic leadership and problem-solving skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Office Manager/ License Insurance Agent
Ozanich Insurance Brokers, Ltd
Tacoma
08.2015 - Current
- Calculated premiums and established payment methods for sales
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Followed up with customers on unresolved issues
- Reported policy changes and company conditions affecting customer satisfaction
- Manage and maintain existing commercial accounts
- Prepare Certificates of Insurance, forms, ID cards, audits, and other policy documents
- Negotiate renewals with companies
- Review leases, contracts, and financial statements related to the client's insurance
- Prepare and process invoices, correct accounting discrepancies, and maintain correct accounting information
- Assisted in recruiting, onboarding and training new employees.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Delegated work to staff, setting priorities and goals.
Insurance Agent
University Place Insurance Agency/ Allstate
University Place
01.2013 - 01.2014
- Met with walk-in policyholders to address and resolve complaints
- Identified and solicited sales prospects in agency databases
- Calculated premiums and established payment methods for sales
Agency Owner
Allstate Insurance Company - Central Insurance
Kent
01.2008 - 01.2013
- Built a successful Allstate Insurance agency, fostering a collaborative environment where clients are assisted with their insurance and financial needs
- Market Ambassador 2008-2012 for the Allstate Giving Campaign Increased contributions by agents from 65% to 100% participation
- Agency Loyalty index increased from 60% to 74% in 1 year
- Manage staff
- Maintain profit margins by controlling expenses and increasing revenue
- Increased retention from 85% to 92%
- Met sales goals
- Responsible for handling all incoming customer related issues & staffing
Education
New agency owners training - Insurance Ownership & Sales
ALLSTATE BUSINESS & SALES SCHOOL
Chicago, IL01.2008
Insurance Producer in Property, Casualty, Life & Disability - Insurance
INSUREPASS/INTELLIPASS
Federal Way01.1998
Business Administration -
RENTON TECHNICAL COLLEGE
Renton, WA01.1995
High School -
CHRISTIAN LIBERTY ACADEMY
Arlington Heights, IL01.1990
Skills
- Policy management
- Personable
- Underwriting knowledge
- Results-oriented
- Analytical thinking
- Effective communication
- Team building
- Complex Problem-solving
Certification
- Washington State Property, Casualty, Life & Disability (1998-Present)
- Series 6 & 63 licensed (2009-2015)
- Notary Public (2015-Present)
References
References available upon request.
Timeline
Office Manager/ License Insurance Agent
Ozanich Insurance Brokers, Ltd
08.2015 - Current
Insurance Agent
University Place Insurance Agency/ Allstate
01.2013 - 01.2014
Agency Owner
Allstate Insurance Company - Central Insurance
01.2008 - 01.2013
New agency owners training - Insurance Ownership & Sales
ALLSTATE BUSINESS & SALES SCHOOL
Insurance Producer in Property, Casualty, Life & Disability - Insurance
INSUREPASS/INTELLIPASS
Business Administration -
RENTON TECHNICAL COLLEGE
High School -
CHRISTIAN LIBERTY ACADEMY
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