Kristin MacDonald
Licensed Agent Assistant
Mesa,AZ
Summary
Personable and energetic Receptionist committed to delivering excellence in all facets of customer service and administrative support. Offering honed competencies in data-entry, database management and scheduling.
Overview
13
13
years of professional experience
Work History
Licensed Insurance Specialist
American Family Insurance
10.2023 - Current
- Followed up on denials, late payments, extensions and other special circumstances.
- Gathered all documentation, building and association information, quoted, prepared and presented proposal, finalized binding and all required documentation.
- Managed a diverse portfolio of client accounts, ensuring timely renewals and providing expert advice on coverage options.
- Quote and Manage policies in 19 different insurance carrier systems. Oversee all policies in both pipedrive and insuredmind.
- Researched and resolved routine and complex issues.
- Maintained high standards of customer service by building relationships with clients.
- Communicated effectively with members of operations, finance, and clinical departments.
- Trained new hires on company policies and procedures, ensuring a seamless transition into the Insurance Specialist role.
- One of two in leadership. Also plan all team luncheons, outings and meetings.
Licensed Insurance Agent
Comparion Insurance
10.2023 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Educated clients on insurance policies and procedures.
- Generated leads through cold-calling, networking and other outreach methods.
- Designed presentations and marketing materials to promote insurance products.
Licensed Agent Assistant
American Family Insurance
06.2016 - 06.2023
- Answered multi phone line, greeted customers, accepted payments using check scanner and online debit transaction
- Quote property, casualty and life policies while providing information in a courteous and professional manner.
- Bound policies approved by new and current customers
- Quickly resolved customer questions or issues with a compassionate and empathetic approach
- Maintained high levels of customer retention year over year
- Managed marketing, social media and events
Leasing Agent
Steele Park Apartments
09.2015 - 04.2016
- Accounts receivable including processing rent payments
- Processed move-ins, customer files and renewals
- Completed file audits, renter’s insurance audits and other various duties
- Consistently upsold renovated units to prospects
- Daily use of Lead to Lease, Yardi, and On-Site
- Answered all questions and concerns with residents, resolving them with company standards, guidelines, and customer service
Leasing Agent/Assistant Manager
Holland Residential
02.2013 - 09.2015
- Quickly promoted from leasing agent to assistant manager
- Responsible for accounting procedures such as accounting month end reports
- Prepared all move in documents
- Answered all questions and concerns with residents, resolving them with company standards, guidelines, and customer service
- Ranked highest on my team to participate in the Elite Club as well as received 100% on shops
- Completed file audits, renter’s insurance audits and other various duties
- Consistently upsold renovated units to prospects
Daily use of Lead to Lease, Yardi, and On-Site
Education
Insurance
Prometric
PhoenixSkills
Proficient computer skills
Document organization
Quality Management
Recordkeeping skills
Digital file organization
Project assistance
Invoicing support
Timeline
Licensed Insurance Specialist
American Family Insurance
10.2023 - Current
Licensed Insurance Agent
Comparion Insurance
10.2023 - Current
Licensed Agent Assistant
American Family Insurance
06.2016 - 06.2023
Leasing Agent
Steele Park Apartments
09.2015 - 04.2016
Leasing Agent/Assistant Manager
Holland Residential
02.2013 - 09.2015
Insurance
Prometric
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