Kimberly Stephens
Account Coordinator
Lake Mary,FL
Summary
Dynamic professional with a proven track record of success in high-volume environments, excelling in both team-driven and independent settings. Demonstrates forward-thinking abilities and adaptability, consistently delivering results while thriving under pressure. Seeks opportunities for upward mobility within a fast-paced organization that values initiative and energy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Coordinator
Assured Partners Insurance
Lake Mary, FL
06.2022 - Current
- Spearheaded the creation and transmission of essential documents, such as final audits, policy binders, and renewals, ensuring accurate and timely communication with both carriers and clients.
- Requested endorsements from carriers, per client requests.
- Created and updated certificates of insurance.
- Billed policy premiums, created finance contracts, and ensured payments were received by the carrier in a timely fashion.
- Requested loss runs and ran MVRs to check driver eligibility to be added to policies.
- Filled out applications, and requested quotes to input into proposals.
Sales Coordinator
RP Funding
Lake Mary, FL
05.2021 - 06.2022
- Developed key customer relationships to increase sales.
- Maintained accurate records of sales activity and generated reports for management review.
- Conveyed crucial product knowledge to clients.
- Qualified leads are to be sent to sales managers.
Sales Agent
Transformco
Lake Mary, FL
01.2021 - 05.2021
- Educated clients on the products and services we offered to help them identify the best one for their individual needs.
- Helped the client decide which product to purchase, and read disclosures.
- Established trust and confidence from our customers, and processed payment information.
- Meet a weekly sales quota, and individual goals.
- Identified opportunities for cross-selling additional products and services.
- Maintained accurate records of all sales activities in the company's CRM system.
Education
Bachelor of Science -
University of Central Florida
Orlando, FLSkills
- Applied Epic
- Processing endorsements
- Inspection recommendations
- Sales support
- Billing
- Obtaining quotes
- Marketing coordination
- CRM software
- Communication skills
- Product recommendations
- Claims management
Certification
- Notary Commission
- Florida 2-20
- Florida 6-20
Timeline
Commercial Lines Account Coordinator
Assured Partners Insurance
06.2022 - Current
Sales Coordinator
RP Funding
05.2021 - 06.2022
Sales Agent
Transformco
01.2021 - 05.2021
- Notary Commission
- Florida 2-20
- Florida 6-20
Bachelor of Science -
University of Central Florida
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