Kristi Dean
Butte
Summary
Dynamic Licensed Account Executive at Elite Advisory Group with proven expertise in delivering exceptional customer service and insurance solutions. Skilled in HubSpot CRM and policy binding, I effectively communicated with clients to enhance satisfaction and retention. Committed to maintaining industry knowledge, I consistently achieved high client engagement and streamlined processes.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Licensed Account Executive
Elite Advisory Group
Butte
11.2015 - Current
- Provided home, auto, business, and life insurance quotes to new and existing clients.
- Bound insurance policies and serviced existing policies.
- Communicated with clients and lenders via phone, email, and in person to assist with insurance needs.
- Logged client interactions in HubSpot and Guidewire.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Maintained up-to-date knowledge of industry trends and developments.
Wealth Management Assistant
Elite Advisory Group
Butte
11.2015 - Current
- Maintained financial advisors' calendars, and scheduled appointments.
- Set up client financial accounts.
- Assisted in the preparation of client presentations, reports and documents.
- Organized and maintained filing systems for client accounts using Revver.
- Performed data entry tasks for account maintenance.
Scentsy Independent Consultant
Scentsy
10.2008 - 01.2014
- Built and maintained a customer base of 20+ clients.
- Processed and submitted customer orders online.
- Created customer invoices and managed payments.
- Ordered business supplies, received, packaged, and delivered customer orders.
- Maintained financial records for tax purposes.
Avon Independent Sales Representative
Avon Products
11.2005 - 01.2014
- Built and maintained a customer base of 40+ clients.
- Processed and submitted customer orders online.
- Created customer invoices, and managed payments.
- Ordered business supplies, received, packaged, and delivered customer orders.
- Maintained financial records for tax purposes.
Beneficiary Services Representative Level 2
Triwest Healthcare Alliance Corporation
HAFB
04.2002 - 09.2004
- Verified beneficiary eligibility and authorized care and treatment using the CRIS and CDST systems.
- Assisted beneficiaries with enrollment, payments, and general inquiries.
- Processed referrals, including eligibility verification and coding using the CDST system.
- Faxed and filed authorization letters and scheduled patient appointments using the CHCS system.
Administrative Assistant
Family Counseling Service
Ogden
10.2001 - 04.2002
- Managed client information and scheduled appointments for eight therapists and the executive director.
- Handled medical billing, collections, and monthly statistics using the Lytec billing system.
- Prepared daily deposits and answered phone inquiries.
Engineer Technician/Estimating Assistant
GSC Foundries
Ogden
11.1994 - 06.2001
- Researched specifications and approved vendors.
- Requested and tracked quotes for processes and hardware using Excel.
Education
High School Diploma -
Ogden High School
Ogden, UT05-1990
Skills
- Customer service
- Insurance quotes
- Policy binding
- Client communication
- HubSpot CRM
- Financial reporting
- Attention to detail
Qualifications
1994-2001, Administration, Quality Assurance, 2001-2004, Healthcare, Administration, 2005-2014, Direct Sales, Customer Service
Certification
- Licensed in Property and Casualty
- License in Life and Health
References
References available upon request.
Timeline
Licensed Account Executive
Elite Advisory Group
11.2015 - Current
Wealth Management Assistant
Elite Advisory Group
11.2015 - Current
Scentsy Independent Consultant
Scentsy
10.2008 - 01.2014
Avon Independent Sales Representative
Avon Products
11.2005 - 01.2014
Beneficiary Services Representative Level 2
Triwest Healthcare Alliance Corporation
04.2002 - 09.2004
Administrative Assistant
Family Counseling Service
10.2001 - 04.2002
Engineer Technician/Estimating Assistant
GSC Foundries
11.1994 - 06.2001
High School Diploma -
Ogden High School
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