Kimberly Trujillo
Vancouver,WA
Summary
Seasoned Insurance Producer/Service and Assistant Manager with a proven track record at iQ Credit Union, showcasing expertise in insurance products and exceptional relationship-building skills. Excelled in leadership, driving sales, and enhancing customer satisfaction through professional ethics and sales proficiency. Achieved significant improvements in operational efficiency and customer service standards.
Overview
21
21
years of professional experience
Work History
Insurance Producer/Service
Debbie Gardner State Farm Agency
Vancouver, WA
06.2019 - Current
- Updated customer profiles with current information regarding contact details or policy changes.
- Provided customer service by responding to inquiries, resolving complaints, and processing policy changes.
- Followed up with existing customers to ensure satisfaction and renewals of policies.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Performed administrative tasks such as maintaining records, filing paperwork.
- Processed payments from customers according to established procedures.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Prioritized and organized tasks to efficiently accomplish service goals.
Member Service Representative
iQ Credit Union
Vancouver, WA
11.2018 - 06.2019
- Identified opportunities for cross-selling additional products or services based on member needs.
- Promoted available products and services to customers during service, account management and order calls.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Assisted colleagues with tasks as needed during peak times of activity.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Processed cash and check deposits every day.
- Presented and explained services and products to meet member needs.
- Prevented key account losses by researching discrepancies and correcting problems.
- Provided guidance to members on how best to use products or services offered by the organization.
- Delivered quality service by assessing, advising and assisting credit union members.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Handled customer complaints in an efficient and courteous manner.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Answered member questions about products and services.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Worked effectively in team environments to make the workplace more productive.
- Identified needs of customers promptly and efficiently.
Assistant Manager
iQ Credit Union
Vancouver, WA
08.2003 - 04.2007
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Implemented quality control measures to uphold company standards.
- Ensured compliance with safety regulations and company policies.
- Reviewed completed work to verify consistency, quality, and conformance.
- Created reports on sales trends, inventory levels, and financial data.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Maintained up-to-date knowledge of company products and services.
- Collaborated with management on developing strategic plans for achieving business goals.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Communicated regularly with customers to gain insights into their needs.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Assigned work and monitored performance of project personnel.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Supervised daily operations including scheduling shifts, assigning duties.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Managed inventory and supplies to ensure materials were available when needed.
Education
High School Diploma -
Columbia River High School
Vancouver, WA06-1997
Skills
- Insurance products
- Licensed in WA and OR
- Sales expertise
- Underwriting principles
- Policy analysis
- Sales proficiency
- Relationship building
- Professionalism and ethics
- Cold calling
Timeline
Insurance Producer/Service
Debbie Gardner State Farm Agency
06.2019 - Current
Member Service Representative
iQ Credit Union
11.2018 - 06.2019
Assistant Manager
iQ Credit Union
08.2003 - 04.2007
High School Diploma -
Columbia River High School
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