Kimberly R. Bauer-Gonzales
Insurance Sales Professional
Crestline,OH
Summary
Strategic Sales Professional with over 20 years of Insurance Sales, Underwriting, Marketing and Training experience with agents in the independent channel. Proven leader with skills in relationship building, and consultative sales while increasing productivity through generating new accounts within an assigned territory. Proven track record of exceeding sales goals, growing business, and expanding assigned territories. Accomplished in overseeing day-to-day business operations and fostering relationships with current and prospect clients for sustained business growth.
Overview
9
9
years of post-secondary education
31
31
years of professional experience
Work History
Agency Onboarding Trainer
State Auto Insurance Companies
Columbus, OH
01.2020 - Current
- Develop and conduct training for all new agencies on State Auto quoting platforms for personal lines, small commercial, farm and ranch and workers compensation using Zoom.
- Conducted Product, underwriting guidelines and requirements, state manuals, agency reports, and marketing training for all new and existing agency partners.
- Identify new opportunities to engage agency partners to attend and participate in training.
- Assisted with onboarding new Territory Managers hired within State Auto.
- Increased agency attendance by 30% by sending welcome emails to newly appointed agents/agencies and calls to all new agencies and explaining our onboarding process.
- Created Video recordings to send to agents who missed our live webinar sessions.
Inside Sales Representative Senior
State Auto Insurance Companies
Columbus, OH
04.2018 - 12.2020
- Responsible for onboarding new agencies and producers in Illinois Territory for Personal Lines and Small Commercial Market.
- Exceeding growth and profitability expectation in small commercial in Northern Illinois Territory 3 consecutive quarters with combined loss ratio 10 points below goal.
- Responsible for growth and profitability in assigned territory with my Field Territory Manager Counterparts through Zoom sales meetings and phone sales call.
- Established a new way to introduce myself virtually using videos through Vidyard videos.
- Determined needs, delivered solutions and overcame objections through consultative selling skills.
Field Sales Representative | Personal Lines Sales Representative
State Auto Insurance Companies
Columbus, OH
01.2011 - 03.2018
- Exceeded new business goals through exceptional service, training, and marketing in Personal Lines, Small Commercial, and Farm products within territory.
- Visited customer locations to determine needs, set up contracts and provided training.
- Provided high level of service to clients to maintain and extend relationships for future business opportunities.
- Maintained extensive knowledge of competitors, their offerings and presence in assigned territory.
- Increased farm and small commercial business by identifying opportunities within territory through consultative selling, relationship building and new client prospecting.
- Responsible for new business opportunities, profitability, agency management, policy retention, relationship building, and increasing quote activity and close ratios in Northwest Ohio Personal Lines Territory.
- Provided timely and extensive training on products, procedures, philosophies, compensation programs, and technical training for new and existing agencies representing State Auto.
- Actively listened to agency partners, uncovering objections, educating them on our products, enhancements, services and competitor comparisons.
- Traveled throughout assigned territory to leverage leads and visit existing customers and prospective customers.
- Managed 75 primary agencies within assigned territory, consistently touching base to assess needs and satisfaction.
Senior Personal Lines Underwriter
State Auto Insurance Companies
Columbus, OH
01.2009 - 01.2011
- Responsible for underwriting, growth, and profitability in Southwest Ohio personal lines territory, in conjunction with sales and profitability goals.
- Responsible in training and resolving problems on day-to-day basis.
- Assisted Nashville Branch Office on workload in conjunction with daily responsibilities while providing tremendous service and product expertise to my agents.
- In 2010, exceeded loss ratio goal by 10%, ending year with 53.9% loss ratio in comparison to goal of 64%, through sound underwriting practices.
- As result of greater expectations for higher levels of efficiency, was able to use time management skills to exceed our productivity expectations and be highest on our team.
- Member of consistency committee and worked on projects for AVP/PI Underwriting and successfully met all time lines.
- Demonstrated exemplary contributions to underwriting team and agency partners, achieved Individual Performance Bonus in 2010.
Marketing Representative
CELINA INSURANCE GROUP
Celina, OH
01.2003 - 01.2008
- Managed relationships with 75 independent insurance agencies, while identifying growth opportunities through relationship building, agency appointments, and marketing incentives in personal lines, farm, and commercial lines.
- Conducted in-depth training for existing and prospective agency partners on products, philosophy, and technology.
- Compiled competitor data and experience reports used for potential book rolls, prepared comparison quotes, and gathered competitor information.
- Pursued and obtained competitor book transfers totaling over $450,000 through building strong relationships with my agency partners in 4 different agencies in 2007.
- Attained highly profitable and successful $750,000 book roll transfer from competitor in one agency in 2006.
- Transformed unprofitable agencies within territory by reunderwriting identified classes of business to profitability.
- Successfully lead agency review process working with personal lines, commercial lines, and farm underwriters.
Marketing Director
MCCLOY FINANCIAL SERVICES
Columbus, OH
01.2002 - 01.2003
- Orchestrated wide range of marketing efforts, coordinated national marketing campaigns and contests, created and distributed press releases and articles, and developed project plans for new agents, target market teams, and mentorship teams.
- Implemented performance metrics within agency to track marketing results and identify successful programs, secured sponsorship of seminars and other events, and developed and marketed numerous industry seminars and trade show events.
- Improved campaign performance tracking by creating universal tracking document for agents individually and collectively as agency, saving full day of work on follow up with all agents after campaign completed.
- Enhanced agency communication and maintained close contact with agents and marketing teams through regular sales calls.
- Improved timeliness and consistency at all events through development of essentials, plans, and checklists.
Personal Lines Specialist
State Auto Insurance Companies
Columbus City, Ohio
01.1998 - 01.2002
- Oversaw $5.2M territory comprised of 52 independent agencies generating agency-specific marketing programs to drive business expansion and conducted intensive agency sales calls to solicit new business and present sales ideas.
- Delivered annual Product and Pricing Analysis for $5.2M territory, overhauled unprofitable agencies through effective business development programs, and boosted technical and professional skills of new associates through hands-on training.
- Successfully secured and underwrote six book transfers simultaneously.
- Improved growth and profitability in struggling territory through sound underwriting and establishing strong business relationships with agency partners.
- Identified issues, analyzed information and provided solutions to problems
Employee Training Coordinator
STATE AUTO INSURANCE COMPANIES
Columbus, OH
09.1994 - 01.2002
- Updated training records and curriculum materials database routinely, ensuring accuracy and availability of all required documentation
- Coordinated travel arrangements for trainers
- Liaised between trainers and course participants
- Compiled training handbook and related course materials
Education
MBA - Business Administration
University of Phoenix - Online
Online 02.2009 - 11.2010
IIA Associates - Personal Insurance
01.2008 - 01.2008
Associate - General Insurance
IIA
01.2010 - 01.2010
BA - Psychology
The Ohio State University
Columbus, Ohio 01.1991 - 12.1997
Skills
Strategic planning
Timeline
Agency Onboarding Trainer
State Auto Insurance Companies
01.2020 - Current
Inside Sales Representative Senior
State Auto Insurance Companies
04.2018 - 12.2020
Field Sales Representative | Personal Lines Sales Representative
State Auto Insurance Companies
01.2011 - 03.2018
Associate - General Insurance
IIA
01.2010 - 01.2010
MBA - Business Administration
University of Phoenix - Online
02.2009 - 11.2010
Senior Personal Lines Underwriter
State Auto Insurance Companies
01.2009 - 01.2011
IIA Associates - Personal Insurance
01.2008 - 01.2008
Marketing Representative
CELINA INSURANCE GROUP
01.2003 - 01.2008
Marketing Director
MCCLOY FINANCIAL SERVICES
01.2002 - 01.2003
Personal Lines Specialist
State Auto Insurance Companies
01.1998 - 01.2002
Employee Training Coordinator
STATE AUTO INSURANCE COMPANIES
09.1994 - 01.2002
BA - Psychology
The Ohio State University
01.1991 - 12.1997
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