Kisha Moore
Auburn,GEORGIA
Summary
Dynamic Insurance Agent with a proven track record at Homesite Group, excelling in risk assessment and customer service. Skilled in developing tailored coverage options and maintaining regulatory compliance, I foster strong client relationships that drive repeat business. Adept at policy writing and resolving customer inquiries, ensuring satisfaction and loyalty.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agent
Homesite Group
Atlanta, GEORGIA
11.2024 - Current
- Identified needs of customers promptly and efficiently.
- Assessed customer risk levels and recommended appropriate coverage options.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Insurance Agent
Bolt Insurance Services
Auburn, GEORGIA
08.2024 - 11.2024
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Insurance Agent
Blend Insurance Agency
Auburn, GEORGIA
02.2021 - 02.2024
- Contacted underwriters and submitted forms to obtain binder coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Scheduled meetings with prospective clients to discuss available products and services.
- Achieved repeat business and referrals through personalized services.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Education
Bachelor of Arts - Liberal Studies
The Masters College
Santa Clarita, CA05-2014
Master of Arts - Counseling
Oral Roberts University
Tulsa, OKSkills
- Customer service
- Risk assessment
- Regulatory compliance
- Policy writing
- Quote development
- Claims processing
- Payment processing
- Excellent communication
- Written communication
- Upselling
Certification
- Property and Casualty License
Timeline
Insurance Agent
Homesite Group
11.2024 - Current
Insurance Agent
Bolt Insurance Services
08.2024 - 11.2024
Insurance Agent
Blend Insurance Agency
02.2021 - 02.2024
Bachelor of Arts - Liberal Studies
The Masters College
Master of Arts - Counseling
Oral Roberts University
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