Kim Peters
Beulah,MI
Summary
Personable and motivated with keen understanding of client relations and business development. Possesses comprehensive insight into insurance policies and risk management. Committed to fostering client trust and achieving significant growth in insurance sector.
Overview
26
26
years of professional experience
Work History
Insurance Agency Owner
PNW Insurance Group, LLC
10.2014 - 01.2025
- Increased client retention by consistently providing customer service and maintaining strong relationships.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
- Oversaw agency financial management activities including budgeting, forecasting, expense tracking, revenue generation strategies development.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
Insurance Agency Owner
Soleyon Insurance
05.2010 - 10.2014
- Increased client retention by consistently providing customer service and maintaining strong relationships.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Consulted with customers to assess needs and propose optimal solutions.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Insurance Agency Owner
Farmers Insurance
05.1999 - 05.2010
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Consulted with customers to assess needs and propose optimal solutions.
Education
Bachelor of Science - Physical Education/Business
Northern Montana College
Havre, MTSkills
- Customer service
- Active listening
- Critical thinking
- Data entry
- Customer relations
- Computer proficiency
- Complaint resolution
- Payment processing
- Professional telephone demeanor
- Follow-up skills
- Product knowledge
Timeline
Insurance Agency Owner
PNW Insurance Group, LLC
10.2014 - 01.2025
Insurance Agency Owner
Soleyon Insurance
05.2010 - 10.2014
Insurance Agency Owner
Farmers Insurance
05.1999 - 05.2010
Bachelor of Science - Physical Education/Business
Northern Montana College
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