KIRSTEN WISEMAN
Colorado Springs,CO
Summary
Organized and dedicated Life Insurance & Financial Service Specialist with proven track record of providing exceptional customer service in a fast-paced environment. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
8
8
years of professional experience
Work History
Life Insurance & Financial Service Specialist
EJC Insurance & Financial
06.2020 - Current
- Maintained high standards of customer service by building relationships with clients.
- Collected premiums on or before effective date of coverage.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Created customer databases to track and manage interactions and sales.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Responded to inquiries from clients
- Maintained updated records of all financial transactions to support traceability.
- Prepared reports used in making key decisions.
- Supported executives by conducting research, reporting and documentation.
- Input financial data and produced reports using Redtail.
Elementary General Music Teacher
Douglas County School District
07.2015 - 07.2017
- Directed vocal music students in entry-level group songs such as rounds and harmony.
- Mentored struggling students with individualized approach to enhance learning.
- Taught curriculum enhanced lesson plans to educate students about fundamentals and history of music.
- Instructed students on vocal performance, harmonizing, performing scales and proper posturing.
- Organized and collected money and forms for mass group field trips and programs.
- Drove student learning by establishing clear classroom plans and group objectives, as well as actionable strategies to achieve each goal.
- Collaborated with administrators on classroom policies, management strategies, and discipline.
- Built positive relationships with parents to involve families in educational process.
- Adapted lessons to differentiate instruction and meet students' diverse learning needs and abilities.
- Implemented classroom management improvements to enhance class morale and engagement.
- Provided regular feedback to students on progress and assigned grades based on performance.
- Organized classroom supplies and decorated walls to create fun, nurturing settings, and meet learning needs.
Education
License - Life Insurance
Kaplan College - Thornton
Denver, CO06.2021
License - Hairstyling
Paul Mitchell The School - Colorado Springs
Colorado Springs, CO06.2018
Bachelor of Arts - Music Education
Colorado State University - Pueblo
Pueblo, CO05.2015
High School Diploma -
Widefield High School
Colorado Springs, CO2010
Skills
- Appointment Scheduling
- Data Management
- Typing Proficiency
- Building Relationships
- Client Education
- Office Management
- Staff Motivation
- Self Starter
- Time Management
- Cash Deposit Preparation
- Recordkeeping
- Back Office Operations
References
- Desiree Terrell, (719) 271-1273
- Eryn Fountaine, (719) 200-3086
- Hanna Martinez, (719) 659-7988
Timeline
Life Insurance & Financial Service Specialist
EJC Insurance & Financial
06.2020 - Current
Elementary General Music Teacher
Douglas County School District
07.2015 - 07.2017
License - Life Insurance
Kaplan College - Thornton
License - Hairstyling
Paul Mitchell The School - Colorado Springs
Bachelor of Arts - Music Education
Colorado State University - Pueblo
High School Diploma -
Widefield High School
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