Kimberly Chattin
Keeling,VA
Summary
Skilled insurance agent licensed in Life & Health since 2018, Medicare certified since 2018, and P&C licensed since 2025. Focuses on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes.
Overview
10
10
years of professional experience
Work History
Insurance Agent
Sellers Insurance
Danville, VA
01.2025 - Current
- Engage customers and provided high level of service by carefully explaining details about documents and policy information.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Responded to customer inquiries and problems to promote great service.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Followed up with customers to check on changing needs and propose new offerings.
- Wrote policies, finalized documents and filed paperwork.
- Communicated with clients by phone and email to answer questions and offer services.
- Made appointments with potential clients to discuss products.
- Reached out to potential clients to schedule appointments.
- Offered information about policy and coverage details.
- Kept thorough records of customer details and previous sales.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Insurance Agent
Lavinder Group Insurance Agency
Danville, VA
08.2018 - 12.2024
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Responded to customer inquiries and problems to promote great service.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Followed up with customers to check on changing needs and propose new offerings.
- Wrote policies, finalized documents and filed paperwork.
- Communicated with clients by phone and email to answer questions and offer services.
- Made appointments with potential clients to discuss products.
- Reached out to potential clients to schedule appointments.
- Offered information about policy and coverage details.
- Kept thorough records of customer details and previous sales.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Assistant Manager
Piedmont HomeHealth and Lilly Lane Boutique
Danville, VA
05.2015 - 07.2018
Education
High School Diploma -
Dan River High School
05-2013
Some College (No Degree) -
Patrick Henry Community College
Martinsville, VASkills
- Client assessment
- Customer follow-up
- Auto insurance
- Health insurance
- Medicare sales
- Customer service
- Policy renewals
- Vision and dental insurance
- Life insurance
Timeline
Insurance Agent
Sellers Insurance
01.2025 - Current
Insurance Agent
Lavinder Group Insurance Agency
08.2018 - 12.2024
Assistant Manager
Piedmont HomeHealth and Lilly Lane Boutique
05.2015 - 07.2018
High School Diploma -
Dan River High School
Some College (No Degree) -
Patrick Henry Community College