Kristen Noel Wheeler
Mullins,SC
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
11
11
years of professional experience
Work History
Personal Lines Account Manager
Peoples Underwriters, Inc.
07.2018 - Current
- Stayed in contact with carriers, underwriters and marketing personnel.
- Serviced $1 million book of business on regular basis to maintain and increase revenue.
- Evaluated prospect's current insurance program and offered alternatives.
- Evaluated competitors' products and services to gain competitive advantage.
- Provided advice and counsel on personal lines matters.
- Analyzed customer needs to provide customized insurance solutions.
- Developed and implemented promotional strategies to increase customer base.
Insurance Representative
The George Agency, LLC
01.2016 - 07.2018
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained high standards of customer service by building relationships with clients.
- Supported customers in insurance application completion while liaising between company and client.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Property and Casualty Insurance Agent
State Farm
06.2012 - 12.2015
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Developed sales strategies to increase sales of insurance policies.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
Education
Bachelor of Science - Business Administration And Management
Coastal Carolina University
Conway, SC12.2011
Skills
- Internal Communications
- Customer Experience
- Insurance Coverage Verification
- Persuasive Sales Techniques
- Underwriter Collaboration
- Complaint Resolution
- Records Maintenance
- Organizational Systems
- Social Content Planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Personal Lines Account Manager
Peoples Underwriters, Inc.
07.2018 - Current
Insurance Representative
The George Agency, LLC
01.2016 - 07.2018
Property and Casualty Insurance Agent
State Farm
06.2012 - 12.2015
Bachelor of Science - Business Administration And Management
Coastal Carolina University
Similar Profiles
Paula T. HargrovePaula T. Hargrove
MASTER DATA STEWARD (Data Governance) at UNDERWRITERS LABRATORY, LLCMASTER DATA STEWARD (Data Governance) at UNDERWRITERS LABRATORY, LLC
Georgia SmithGeorgia Smith
Underwriting Manager at Futuristic UnderwritersUnderwriting Manager at Futuristic Underwriters
Dustin StreetDustin Street
National Commercial Practice Leader at Coast Underwriters Ltd.National Commercial Practice Leader at Coast Underwriters Ltd.
Ny'Zir HowardNy'Zir Howard
Lawn Care Assistant at Gary's Grass Cutting ServiceLawn Care Assistant at Gary's Grass Cutting Service
Noah CollinsNoah Collins
O’Neal Tree Services at Martin O’NealO’Neal Tree Services at Martin O’Neal