Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kimberly Wingard

Wesley Chapel,FL

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

23
23
years of professional experience

Work History

Licensed Insurance Agent

USAA
08.2007 - 07.2023
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Exceeded corporate quotas for monthly policy sales.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Call Center Customer Service Representative

Capital One
11.2000 - 10.2004
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Documented and detailed calls and complaints using call center's CRM database.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.

Education

High School Diploma -

Clearwater High School
Clearwater, FL

Skills

  • Team Training and Development
  • Email Marketing
  • New Agent Training
  • Insurance Sales Expertise
  • Insurance Product Expertise
  • Conflict Resolution
  • Effective Communication
  • Teamwork and Collaboration
  • Multitasking Capabilities
  • Customer Relationship Management
  • Client Relations
  • Licensed Insurance Agent
  • Quotes and Sales

Timeline

Licensed Insurance Agent

USAA
08.2007 - 07.2023

Call Center Customer Service Representative

Capital One
11.2000 - 10.2004

High School Diploma -

Clearwater High School

Similar Profiles

CREATE PROFILE
Kimberly Wingard