Kimberley Reich
Jupiter,FL
Summary
Knowledgeable Insurance Representative promoting more than 8 years' expertise successfully working for organizations in the insurance industry. Courteous and cordial with a desire to take on challenges at a new company. Currently licensed in 32 states and looking to further advance my knowledge in the surety sector of the insurance world.
Overview
7
7
years of professional experience
Work History
Licensed Sales Producer
Bryant Surety Bonds Inc, A Risk Strategies Company
Doylestown , PA
08.2022 - Current
- Maintained knowledge of current insurance regulations and compliance standards.
- Analyzed financial statements of potential clients to assess their creditworthiness and determine bond eligibility.
- Prepared and issued surety bonds for contractors, subcontractors, and suppliers in compliance with company policies and procedures.
- Reviewed contract documents including bid bonds, performance bonds, payment bonds, maintenance bonds.
- Developed relationships with clients to ensure repeat business through excellent customer service.
- Worked closely with insurance companies, underwriters in order to obtain competitive rates for clients while ensuring proper coverage is provided according to state laws, regulations.
Licensed Sales Producer
Orr & Associates Insurance Services
San Diego , CA
03.2017 - 08.2022
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies including claims, audits, endorsements and certificates of insurance.
- Processed new policy applications and updated existing policy documents.
- Maintained accurate records of customer interactions and transactions.
- Provided quotes on various types of insurance policies including General Liability, Workers Compensation, Commercial Auto, Builders Risk, Surety Bonds, Professional Liability.
- Facilitated payment processing for premium payments and renewals.
- Responded promptly to emails and phone calls from customers seeking assistance.
Education
High School Diploma -
Southold High School
Southold, NY06-2008
Skills
- Client Retention
- AMS 360
- Applied Epic
- Customer Service
- Communication
- Insurance knowledge
- Documentation abilities
- Regulatory compliance understanding
- Policy analysis
- Account Management
References
References available upon request.
Timeline
Licensed Sales Producer
Bryant Surety Bonds Inc, A Risk Strategies Company
08.2022 - Current
Licensed Sales Producer
Orr & Associates Insurance Services
03.2017 - 08.2022
High School Diploma -
Southold High School
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