Kimberly Wood
Birch River,WV
Summary
I have worked in jobs that are customer focused and driven for over 20 years. I am currently working as a licensed insurance agent (licensed in Property & Casualty, and Life) and customer service representative. Prior to that, I was a finance manager for 3 different automotive groups managing my own finance office which consistently wrote $4 - $6 million dollars in loans each year. I have excellent customer service and problem solving skills. I am detail oriented and result driven. I have the ability to work independently and will meet all goals set while achieving high customer satisfaction.
Overview
20
20
years of professional experience
Work History
Insurance Sales Agent/Customer Service Representative
Bowling Insurance Services
11.2020 - Current
- Provided primary customer support to internal and external customers
- Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage
- Maintained customers/customer bases for 6 different insurance companies my employer utilizes
- Serviced policies, including but not limited to: making changes, applying payments, setting up payment plans, reviewing coverages, filing claims
- Actively sought out new customers through cold calling, networking and referrals
- Sold new policies (auto, home, life and commercial) and worked with customers to find the best insurance plan and coverage level needed
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Finance Manager
Ramey Auto/MidState Auto/Northside Auto
10.2003 - 02.2019
- I was responsible for the following tasks at each automotive group I worked for:
- Review customer credit applications
- Obtain and execute loans for customers based on credit worthiness, ability to repay and loan and lenders parameters
- Negotiate with lenders to ensure favorable loan terms for clients
- Maintain knowledge of procedures and requirements of 15 - 20 individual lenders that dealership utilized for loans
- Ensure completion and submission of all financial documents where applicable
- Selling finance/insurance products and services to customers including life and disability insurance, extended service contracts and various other coverages
- Attaining goals for gross production of financial services/products
- Ensure all necessary documentation is complete for each deal
- Ensure compliance with all laws and regulatory obligations
- Trained new and existing staff members in various financial procedures to ensure that they were prepared for their job duties
Education
Master of Arts - Applied Social Research
West Virginia University
Morgantown, WV2000
Bachelor of Arts - Sociology
Concord University
Athens, WV1998
Skills
- Customer relations
- Team management
- Exceptional communication skills
- Reporting and documentation
- Written and interpersonal communication
- Ability to multitask
- Consistently meeting performance goals
- Strong communication skills
Timeline
Insurance Sales Agent/Customer Service Representative
Bowling Insurance Services
11.2020 - Current
Finance Manager
Ramey Auto/MidState Auto/Northside Auto
10.2003 - 02.2019
Master of Arts - Applied Social Research
West Virginia University
Bachelor of Arts - Sociology
Concord University
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