Kimberly Livingston
Queens
Summary
Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
17
17
years of professional experience
Work History
Licensed Insurance Agent
Keyo Insurance
Orangeburg
09.2024 - 11.2025
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Engaged customers and delivered exceptional service by clearly explaining document details to enhance understanding.
- Addressed customer inquiries and resolved issues promptly to ensure satisfaction and loyalty.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Licensed Insurance Agent
Teleperformance/United Health Care
Columbia
08.2019 - 02.2024
- Surpassed sales targets by implementing effective strategies for new policies.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Advised prospects and policyholders on coverage options, limits, and regulatory requirements to ensure informed decision-making.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Addressed customer inquiries and resolved issues promptly, enhancing overall service satisfaction.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Managed client records meticulously, including contact details and policy changes, to support seamless service delivery.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Licensed
Qualfon USA (formally Intermedia Marketing)
Orangeburg
06.2011 - 08.2019
- Sold Medicare and 65 health insurance products in a call center environment.
- Identified customer needs promptly, resulting in tailored solutions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Exceeded customer satisfaction by implementing creative problem-solving strategies.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Collaborated in team environments to enhance overall workplace productivity.
Licensed Insurance Agent
InterMedia Marketing
Orangeburg
01.2011 - 12.2012
- Achieved over $360,000 in sales by effectively engaging with customers and promoting products.
- Managed established accounts by resolving billing issues and facilitating product orders.
- Handled inbound and outbound calls to Office Depot business customers in a call center environment.
Clinical Intake Specialist
Humana Insurance
Louisville
05.2009 - 12.2010
- Acted as Clinical Intake Specialist in call center, directed calls for doctor offices, assisted living, rehabilitation facilities, hospitals, and Humana Insurance members to facilitate patient access to necessary services.
- Collected and verified medical information from clients to secure authorizations for procedures, hospital admissions, and rehabilitation services, ensuring timely access to care and resources.
- Conducted initial assessments for members seeking healthcare services.
- Coordinated communication between members and clinical teams effectively.
- Utilized electronic health record systems to manage patient information securely.
Education
Associate of Science - Medical Assistant
Advanced Career Technical College
Jacksonville, Florida11-1999
Insurance -
Mary Brewer School of Insurance
Columbia, SCAssociate of Science - Nursing
Orangeburg-Technical College
Orangeburg, SCSkills
- Insurance Sales
- Insurance policy analysis
- Claims management
- Outbound Sales
- Inside sales
- Cold Calling
- Telemarketing
- Customer needs assessment
- Cross-selling strategies
- Sales forecasting
- Customer retention strategies
- Attention to detail
- Effective communication
- Social Work
- Intake Experience
Timeline
Licensed Insurance Agent
Keyo Insurance
09.2024 - 11.2025
Licensed Insurance Agent
Teleperformance/United Health Care
08.2019 - 02.2024
Licensed
Qualfon USA (formally Intermedia Marketing)
06.2011 - 08.2019
Licensed Insurance Agent
InterMedia Marketing
01.2011 - 12.2012
Clinical Intake Specialist
Humana Insurance
05.2009 - 12.2010
Associate of Science - Medical Assistant
Advanced Career Technical College
Insurance -
Mary Brewer School of Insurance
Associate of Science - Nursing
Orangeburg-Technical College