Summary
Overview
Work History
Education
Skills
Timeline
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Kristen Clarkson

Ruther Glen,VA

Summary

Dedicated Associate Agent PLCS with over 6 years of experience in advising clients on insurance coverages and exceeding sales targets through innovative strategies. Skilled in resolving customer issues with empathy, reinforcing policy details, and offering effective solutions. Possess PLCS designation to enhance client counseling and risk knowledge. Proficient in educating clients on life insurance options and consistently selling premium amounts monthly. Strong background in analyzing sales metrics, providing coaching to meet company goals, and utilizing Microsoft Office for daily tasks. Experienced in public speaking and leading sales training sessions for groups.

Overview

12
12
years of professional experience

Work History

Licensed Insurance Agent PLCS

Puffenbarger Insurance
05.2019 - 02.2025
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques and calculated quotes and educated potential clients on insurance options.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Achieved high client retention rates by proactively reviewing clients' policies and recommending adjustments as needed to maintain optimal coverage consistently delivering exceptional service and support throughout the policy lifecycle.
  • Cultivated a strong referral network by delivering exceptional service that resulted in an average of 10 new client referrals per month
  • Served as a mentor to new agents, providing guidance on sales techniques, product knowledge, and industry best practices.
  • Completed PLCS (Personal Lines Coverage Specialist) designation in order to better counsel clients on their insurance coverage and educate myself on risk.

Property Agency Sales Coach/ Supervisor in training/Property Agency Sales Agent

GEICO
01.2015 - 12.2018
  • Achieved and surpassed sales targets through expert guidance and innovative strategies
  • Analyzed sales metrics to provide coaching for meeting company and department goals
  • Engaged in public speaking opportunities, leading sales training for groups of up to 20 agents
  • Achieved top performance by strategically adapting to rapidly changing, competitive environment.
  • Encouraged the adoption of new sales techniques and technologies to help team members stay ahead in a competitive market.
  • Developed customized coaching plans, addressing specific skill gaps and needs within the sales force.
  • Implemented effective goal-setting processes for individuals and teams, driving accountability and commitment towards meeting targets.
  • Conducted regular one-on-one sessions to provide personalized feedback and support for each team member.
  • Increased sales performance by implementing tailored coaching strategies for individual team members.
  • Cultivated strong relationships with team members, fostering trust, respect, and collaboration that led to increased productivity.
  • Established clear expectations for performance standards while providing ongoing mentorship to help sales professionals exceed goals consistently.
  • Promoted continuous professional development by offering various learning opportunities, such as webinars, seminars, and industry conferences.
  • Developed and led group training courses to align with corporate sales and service goals.
  • Trained and mentored up t0 20 new personnel hired to fulfill various roles.

Assistant Director of Admissions

Art Institute of Washington
01.2013 - 12.2015
  • Professionally represented the Art Institute to prospective students and the general public through an array of outreach programs and communication activities while upholding the school's values.
  • Maintained confidential student files using multiple database systems and handled any student needs, as well as the needs of other departments.
  • Developed and maintained relationships with students, their families, local high schools representatives and other departments in order to ensure student success and generate referrals.
  • Met individual application and enrollment goals and managed predictive modeling systems which assess prospective candidates' likelihood of applying and enrolling if accepted.
  • Recognized as an individual for exceeding expectations in collaboration and teamwork, as well as quarterly goals.
  • Organized Open House events for prospective students including assigning tasks and scheduling support while taking the lead during the event and ensuring all attendants were involved.

Education

Masters Certificate - Human Resource Management

Capella University
12.2024

Bachelor of Science - Psychology

University of Mary Washington
Fredericksburg, VA

Skills

  • Policy Guidance Expertise
  • Sales strategies
  • Customer service
  • Risk knowledge
  • Sales analysis
  • Coaching
  • Microsoft Office proficiency
  • Public speaking
  • Relationship building
  • Employee training
  • Coaching and mentoring
  • Insurance sales expertise
  • Insurance product expertise
  • Client relationship management
  • Client account management
  • Client retention
  • New agent training
  • Upselling

Timeline

Licensed Insurance Agent PLCS

Puffenbarger Insurance
05.2019 - 02.2025

Property Agency Sales Coach/ Supervisor in training/Property Agency Sales Agent

GEICO
01.2015 - 12.2018

Assistant Director of Admissions

Art Institute of Washington
01.2013 - 12.2015

Masters Certificate - Human Resource Management

Capella University

Bachelor of Science - Psychology

University of Mary Washington

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Kristen Clarkson