Kimberlee Palmersten
Summary
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Staff Agent/Office, Sales Manager
State Farm
Bothell, WA
10.2008 - 06.2022
- Consistent high volume of sales and service.
- Over 120 Life policies sold in 2022
- Sales/Office Manager for Jim Campos SF Agency in Tulsa, OK. Managed team of 4 agents
- Implemented sales goals for the 2+ year duration expected to be there. Let agency to be one of top agents in Tulsa Operations Center.
- Sales Manager for Ali Alyazdi Agency in Bothell, WA. Managed team of 4 Agents. Drove sales production in first year of business to record production. Agent received national rewards.
- Resolved customer issues quickly and managed over 350 accounts to increase sales and meet quotas.
- Aggressive outbound sales generation
- Managed Client Management System
- Proficient in Commercial Business Lines Sales
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Improved sales processes to streamline customer acquisition and onboarding strategies.
- Aggressively pursued competitive accounts by differentiating company from competitors.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
- Managed all high profile accounts exclusively.
- During August of 2019 and February 2020 served as a Personal Lines Claims Associate handling 25 States.
- Proficient in the different laws within specifically the 25 States handled.
Insurance Agent
AAA Washington
Tacoma, WA
01.2008 - 10.2008
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts within the AAA database and personal contacts.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Achieved record life insurance sales for 2 consecutive months for specific Life carrier.
- Volunteered for numerous off-site events.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Met with customers to provide information about available products and policies.
Office/Sales Manager, Principal Staff Agent
Allstate Insurance Company
Woodinville, Seattle And University Place, WA
06.2003 - 11.2007
- Achieved record sales of Auto/Home and extra lines insurance for Agency in Woodinville WA.
- Designed and implemented a goal-based program that helped maintain and increase sales.
- Developed "Client Care System" for Real Estate Agents and Mortgage Representatives.
- Launched scratched agency for Washington Financial Insurance Group and ran the agency 100%.
- Achieved 6 month production goals for the agency in 2 months through aggressive outbound sales within referral sphere.
- Created specialized agent processes to help agency owners retain and increase results.
- Developed a referral base of approximately 20 Mortgage representatives which resulted in record number of consistent raw new business households monthly.
Policy Services and Underwriting Support
Safeco Insurance Company
Bothell, WA
06.2000 - 06.2003
- Part of a 12 Person team of front-line underwriting.
- Trained Agents in the Personal Lines Rating Software.
- Policy Servicing, Billing and Claims handling on a National Level with insureds and agents maintaining client accounts.
- Proficient in all 50 States with every personal lines product offered in each State specific laws for each product line and licensing for each state.
- Served on a 20 person board implementing changes within the personal lines servicing guidelines.
- Maintained and average QA of 97%.
- Volunteered for the Emergency Response Team.
Education
Itinerant Ministry Graduate - Itinerant Ministries
Rhema Bible Training College
Broken Arrow, OK05.2014
Pastoral Ministry Graduate - Pastoral Ministry
Rhema Bible Training College
Broken Arrow, OK05.2013
Skills
- Office Management
- Office Support
- Counseling Advice
- CRM Software
- Budgetary Planning
- Report Preparation and Analysis
- Office Procedures
- Networking Issues
- Policy and Procedure Modification
- Staff Training
- Team Management
- Financial Management and Reporting
Certification
- Licensed Property and Casualty State of Washington
- Licensed Life and Disability State of Washington
- Nationally Certified Long Term Care
- Nationally Certified Flood Insurance representative
Timeline
Licensed Staff Agent/Office, Sales Manager
State Farm
10.2008 - 06.2022
Insurance Agent
AAA Washington
01.2008 - 10.2008
Office/Sales Manager, Principal Staff Agent
Allstate Insurance Company
06.2003 - 11.2007
Policy Services and Underwriting Support
Safeco Insurance Company
06.2000 - 06.2003
Itinerant Ministry Graduate - Itinerant Ministries
Rhema Bible Training College
Pastoral Ministry Graduate - Pastoral Ministry
Rhema Bible Training College
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