Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kristi Brennan

Cleveland ,TN

Summary

Goal-oriented Agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering eight-years background generating new business by selling various insurance plans. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

13
13
years of professional experience

Work History

Insurance Sales Agent

First Acceptance Insurance
Chattanooga, TN
10.2014 - Current
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Achieved repeat business and referrals through personalized services.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Developed appropriate quotes based on risk information.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Met with division leaders and consultants to discuss strategies to increase sales.

Assistant Manager

Kangaroo Express
Chattanooga, TN
03.2011 - 10.2014
  • Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Completed inventory audits to identify losses and project demand.
  • Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
  • Delegated daily tasks to team members to optimize group productivity.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Assigned work and monitored performance of project personnel.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Reviewed completed work to verify consistency, quality and conformance.
  • Resolved customer inquiries and complaints requiring management-level escalation.

Education

High School Diploma -

Bradley Central High School
Cleveland, TN
05.1994

Skills

  • Insurance Sales Strategy
  • Email Marketing
  • Asset Protection Expertise
  • Form Completion and Submission
  • Persuasive Negotiation
  • Administrative Functions
  • Underwriter Collaboration
  • Policy Renewals
  • Client Prospecting
  • Insurance Customization
  • Insurance Coverage Verification
  • Claims Information Gathering
  • Service-Oriented
  • Records Maintenance
  • Binder Coverage
  • Policyholder Communication
  • Insurance Policy Sales
  • Verbal and Written Communication
  • Policy Feature Explanations
  • Policy Changes
  • Critical Thinking
  • Service Oriented
  • Policy Adjustment Knowledge
  • Policy Management Expertise
  • Client Retention
  • Direct Marketing
  • Insurance Practices
  • Client Consultations
  • Call Center Customer Service
  • Licensing Requirements
  • Mortgage Underwriting
  • Customer Engagement
  • Customer Referrals
  • Relationship Building
  • Consultative Sales Approach
  • Property and Casualty Insurance Sales
  • Insurance Claim Regulations
  • Upselling and Cross-Selling
  • Billing Inquiries

Timeline

Insurance Sales Agent

First Acceptance Insurance
10.2014 - Current

Assistant Manager

Kangaroo Express
03.2011 - 10.2014

High School Diploma -

Bradley Central High School

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Kristi Brennan