Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Hi, I’m

Kimberly Kassian

Hudson,FL
Every problem is a gift—without problems we would not grow.
Tony Robbins
Kimberly Kassian

Summary

Experienced leader with a demonstrated history of working in the financial industry, hospitality industry, secondary education, and adult education. Skilled in Training Delivery, Career Development, Leadership, Microsoft Excel, Career Path Planning, and Statistical Data Analysis.

Successful and seasoned Insurance Broker with expertise in providing a wide range of high-quality insurance solutions. Possesses deep knowledge of theinsurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

31
years of professional experience

Work History

All Brands Health Advocates LLC
, FL, ND, TX, CO, AZ, GA, SC, TN, UT

Sales Executive
11.2020 - Current

Job overview

  • Insurance broker with a portfolio of carrier contracts for health, life, and ancillary products and an expansive book of business/client base
  • Licenses & Certifications
    Licensed Professional, Life and Health Insurance Program (CPLHI) - Florida
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
  • Developed, maintained and utilized diverse client base.

Intuit

TurboTax Product Support Specialist
01.2019 - 01.2022

Job overview

  • Skilled at working independently and collaboratively in a team environment.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked well in a team setting, providing support and guidance.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Excellent communication skills, both verbal and written.
  • Managed time efficiently in order to complete all tasks within deadlines.

Total Insurance Brokers

Insurance Broker
01.2015 - 10.2020

Job overview

  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Calculated quotes and educated potential clients on insurance options.
  • Reported policy changes and company conditions affecting customer satisfaction.

Bankers Life
, FL

Licensed Insurance Agent
12.2018 - 04.2020

Job overview

  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Hilton

Development Coach
04.2014 - 09.2019

Job overview

During my tenure at Hilton, HRCC Tampa, I worked many different areas and always felt that Hilton appreciated that I liked to work and try different departments to get a great, grass-roots feel of how HRCC functioned. Some of the various titles I occupied: Reservation Sales Specialist, Redemption Desk Coordinator, Luxury Desk Coordinator, New Hire Virtual Trainer for the Training and Development department during hiring "seasons".

  • Provided coaching and mentoring to employees.
  • Developed and implemented successful onboarding program.
  • Trained and mentored 1,000+ new personnel hired to fulfill various roles.
  • Developed and presented training programs and instructional material through variety of learning methods.

Alpine Access

Training Consultant / Supervisor / Team Leader
01.2008 - 04.2014

Job overview

  • Improved student performance by defining clear goals and communicating performance metrics.
  • Monitored training reports within learning management system for respective roles to promote initial and annual training completion.
  • Compiled training handbook and related course materials.
  • Implemented cross-training to improve depth of skill sets within team.
  • Worked with central management to identify, plan, align, and address training needs.
  • Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
  • Recorded videos and wrote instructions to facilitate online and remote training programs.
  • Met department budgets by monitoring and reviewing training expenses.
  • Verified training program compliance with applicable laws and regulations.

HSN

Virtual Sales and Service Representative
02.2005 - 02.2014

Job overview

  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Answered constant flow of customer calls with minimal wait times.
  • Updated account information to maintain customer records.
  • Responded to customer requests for products, services, and company information.
  • Accepted payments and updated accounts with latest information.
  • Maintained productivity and quality standards at all times.
  • Responded to customer calls and emails to answer questions about products and services.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.

Wells Fargo

Personal Banker
04.1992 - 09.2000

Job overview

  • Licensed in Multi-Peril Crop Insurance
  • Opened checking accounts, savings accounts, certificates of deposit, installment loans, HELOC, etc
  • Answered customer questions and explained available services such as deposit accounts, installment loans, and certificates.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Verified customer identity and reviewed documentation for accuracy.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Reconciled customer accounts and balanced daily transactions.
  • Monitored accuracy of customer information in system.
  • Greeted customers and delivered information about new account processes.
  • Processed deposits, withdrawals and ACH transfers accurately.

Education

American Institute of Banking
Bismarck, ND

Personal Banker Certification from Personal Banker And Customer Service - Banking
05.1996

University of Mary
Bismarck, ND

Some College (No Degree) from Business Administration and Management, General

Skills

  • Microsoft Office
  • Staff Development
  • Sales
  • Customer Experience
  • Hospitality Industry
  • Statistical Data Analysis
  • Customer Satisfaction
  • Strategic Planning
  • Project Management
  • Event
  • Management
  • Project Management
  • Event
  • Management
  • Database Management
  • Persuasive Selling
  • Staff Management
  • Sales Presentation
  • Cold Calling
  • Prospecting Skills
  • Client Representation
  • Sales and Marketing
  • Sales Performance Analysis
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Sales Executive

All Brands Health Advocates LLC
11.2020 - Current

TurboTax Product Support Specialist

Intuit
01.2019 - 01.2022

Licensed Insurance Agent

Bankers Life
12.2018 - 04.2020

Insurance Broker

Total Insurance Brokers
01.2015 - 10.2020

Development Coach

Hilton
04.2014 - 09.2019

Training Consultant / Supervisor / Team Leader

Alpine Access
01.2008 - 04.2014

Virtual Sales and Service Representative

HSN
02.2005 - 02.2014

Personal Banker

Wells Fargo
04.1992 - 09.2000

American Institute of Banking

Personal Banker Certification from Personal Banker And Customer Service - Banking

University of Mary

Some College (No Degree) from Business Administration and Management, General
Kimberly Kassian