Kimberly Dahlin-Simmons
Mechanicsburg,PA
Summary
Dynamic Senior External Wholesaler at Crump Life Insurance with a proven track record in regional account management and relationship development. Expert in crafting impactful presentations and leveraging professional networks to expand client bases. Committed to enhancing client satisfaction through engaged listening and deep product knowledge, consistently anticipating and addressing client needs.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior External Wholesaler
Crump Life Insurance
02.2015 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Expanded the company's client base through effective networking and relationship-building strategies.
- Designed presentations and marketing materials to promote insurance products.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Internal Wholesaler
Crump Life Insurance
02.2013 - 02.2015
- Enhanced client satisfaction by providing exceptional product knowledge and support in a timely manner.
- Maintained current knowledge of evolving changes in marketplace.
- Recorded accurate and efficient records in customer database.
Education
Bachelor of Arts - History/Political Science
Eastern Connecticut State University
Willimantic, CTSkills
- Regional account management
- Effective presentation skills
- Relationship development
- Professional network
- Engaged listening
Certification
- Series 6 and SIE designations
- Life and Health Licensed - PA
Product Knowledge
Life Insurance Product and Underwriting
LTC
Annuities
Disability
CRM
Powerpoint
Timeline
Senior External Wholesaler
Crump Life Insurance
02.2015 - Current
Internal Wholesaler
Crump Life Insurance
02.2013 - 02.2015
Bachelor of Arts - History/Political Science
Eastern Connecticut State University
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