Kristen Hartman
Catasauqua,PA
Summary
Dynamic and results-driven insurance sales professional with over 15 years experience, licensed in Property and Casualty as well as Life, Accident, and Health, with a strong foundation in the insurance industry. Extensive experience in account management, adept at cultivating client relationships, driving revenue growth, and implementing strategic sales initiatives. Recognized for commitment to team collaboration and adaptability in fast-paced environments. Proven track record of delivering exceptional results through effective negotiation, communication, and problem-solving skills, looking to leverage expertise for career advancement.
Overview
17
17
years of professional experience
Work History
Employee Benefits and Personal Lines Specialist
Kressler, Wolff & Miller Insurance Agency
07.2024 - Current
- Conducts thorough needs assessments to tailor benefit solutions that align with client goals and requirements
- Collects health information necessary to recommend most effective and suitable plan to fit needs.
- Facilitates Medicare beneficiary enrollment by guiding clients through complex application processes, ensuring accuracy and completeness.
- Responds to client inquiries, providing timely information and support.
- Maintain up-to-date knowledge of industry regulations and compliance standards.
- Drives revenue growth by actively producing and managing personal lines, home & auto insurance policies.
- Maintains strong client relationships, working with them post sales on renewals, endorsements and other service-related issues.
Senior Insurance Account Executive
Automatic Data Processing Insurance Agency
03.2018 - 06.2024
- Worked within assigned territory to cultivate new prospects, cross-sell solutions, required to reach and exceed sales goals.
- Achieved 100% Club FY'2022
- Quoted and presented to small business clients' health, dental, vision, life, and disability insurance.
- Collaborated daily with aligned partners and other ADP associates, to build partnerships and increase sales opportunities.
Finance Associate
Milestone Financial Associates
05.2017 - 01.2018
- Prepared for Financial Advisor's client meetings.
- Reviewed statements provided by clients and assisted with planning client meetings using CRM system.
- Input updated values into appropriate financial planning software and conducted monthly/quarterly/ad hoc client reporting.
- Handled client phone calls and responded to questions and requests.
- Prepared paperwork to transfer assets, establish new accounts, change beneficiary designations and implement account changes.
Health Sales
Optum
06.2010 - 05.2017
- Worked as a senior sales agent appointed by United Health Care, and Delta Dental Insurance Company: responsible for handling inbound sales calls selling Medicare Supplement plans, Part D prescription drug plans, and dental plans.
Member Relations
The Hartford
02.2009 - 05.2010
- Served as a Member Relations Associate in the AARP Membership department: answered member's questions, promoted member benefits and enrolled or renewed members.
- Served as a Manager Takeover Representative: handling customer complaints and managing customer cases.
Education
Bachelor of Science - Business Administration
Bloomsburg University
Bloomsburg, PA05.2008
Internship -
United Way of Columbia County
Bloomsburg, PA05.2008
Skills
- Customer satisfaction
- Operational excellence
- Documentation review
- Quality management systems
- Policy adjustment and endorsement knowledge
- Policy feature explanation
- Full sale cycle knowledge from quoting to enrollment submission
- Insurance sales strategy
Timeline
Employee Benefits and Personal Lines Specialist
Kressler, Wolff & Miller Insurance Agency
07.2024 - Current
Senior Insurance Account Executive
Automatic Data Processing Insurance Agency
03.2018 - 06.2024
Finance Associate
Milestone Financial Associates
05.2017 - 01.2018
Health Sales
Optum
06.2010 - 05.2017
Member Relations
The Hartford
02.2009 - 05.2010
Bachelor of Science - Business Administration
Bloomsburg University
Internship -
United Way of Columbia County
Rotation Experience -Optum Untied Healthcare
Quality Consultant
· Responsible for evaluating service and sales representatives.
· Attended and participated in calibration sessions to ensure team consistency.
· Communicated team trends to front line management staff, to improve agent as well as operating results.
Academy Coach
· Responsibilities included tracking new hire team attendance, planning and running on the job training sessions, tracking individual quality and scorecard metrics.
· Met individually with new hires for coaching sessions. Provided side-by-side coaching and gave feedback on individual performance and quality results.
· Worked to train and develop new staff and improve individual and team performance.
Operations Coach
· Coached experienced customer service and sales representatives.
· Attended front line manager meetings, assisted with completing agent interim reviews.