Kimberly L Callaway
Sunman,Indiana
Summary
Experienced in client relationship management, risk assessment, and policy customization. Leveraging in-depth industry knowledge to deliver tailored insurance solutions. Proven track record of building strong client relationships and ensuring satisfaction. Licensed insurance professional with expertise in policy sales, client relationship management, and risk assessment. Excels at navigating complex insurance products and regulations for optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication skills, analytical thinking, and problem-solving abilities.
Overview
23
23
years of professional experience
Work History
Licensed Insurance Agent
Funeral Directors Life Insurance Company
08.2019 - Current
- Develop and sustain relationships with existing customer base, building rapport as a personable and trusted representative
- Followed up with sales leads, conducting [how many] weekly in-person meetings with prospective clients
- Recognized as high performer in consistently completing daily outbound calls producing the highest conversion rate among my team
- Routinely achieve my monthly sales quota
- Prepared customized quotes and answered inquiries regarding products and services
- Prepared customized client presentations and quotes
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Exceeded corporate quotas for monthly policy sales.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Owner Operator/Independent Contractor
Kim Callaway Salon
10.2010 - 12.2019
- Increase sales revenue each quarter
- Selected to organize monthly activities designed to motivate team members, create avenue for mentorships, and provide continuous training
- Educating and motivating employees
- Coordinating and managing daily activities
Client Service Coordinator
Gwen Mooney Funeral Home
02.2009 - 01.2010
- Prepared customized client presentations through Hair, Make-up, and Dressing
- Develop and sustain relationships with existing customer base, building rapport as a personable and trusted representative
- Transportation
- Helping with general daily activities throughout the facility
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Acted as an advocate for both the company''s interests as well as those of clients, ensuring that all parties'' needs were met in a mutually beneficial manner.
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
Salon Manager and Educator
Parlour on the Avenue
01.2002 - 11.2008
- Conduct employee daily operations
- Direct contact with public: customer service, community involvement, advertisers
- Originate and promote
- Implement customer service success
- Research and design marketing projects
- Lead team in sales and client interaction
- Controlled inventory by tracking expenses, purchases, and shelf stock.
- Managed cash flow, business transactions, banking, and accounting processes.
- Optimized work shifts, managed staff schedules, and ensured adequate coverage during peak hours to maintain exceptional customer service levels.
- Resolved customer concerns promptly and efficiently to maintain a strong reputation within the local community.
- Grew customer numbers and boosted loyalty with strategic engagement and marketing strategies.
Education
Life, Accident, and Health Licensing -
Exam FX
Leawood, KS07.2019
Buisness Management -
Hocking Hills ( On Line)
SUNMAN, IN02.2008
Managing Cosmelologist - Management
Western Hills School Of Beauty
Cincinnati, Ohio10.1995
Skills
- Excellent Customer Service
- High Energy
- Hard Working
- Sales
- Organizational Skills
- Efficient
- Insurance sales expertise
- Client Retention
- Professional Networking
- Marketing techniques
- Team training and development
- Insurance sales strategy
Accomplishments
- Achieved the company Incentive trip by completing my sales goals with accuracy and efficiency every year.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
Languages
English
Timeline
Licensed Insurance Agent
Funeral Directors Life Insurance Company
08.2019 - Current
Owner Operator/Independent Contractor
Kim Callaway Salon
10.2010 - 12.2019
Client Service Coordinator
Gwen Mooney Funeral Home
02.2009 - 01.2010
Salon Manager and Educator
Parlour on the Avenue
01.2002 - 11.2008
Buisness Management -
Hocking Hills ( On Line)
Managing Cosmelologist - Management
Western Hills School Of Beauty
Life, Accident, and Health Licensing -
Exam FX
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