Kristin Olson
Grand Blanc,Michigan
Summary
Experienced with business development, client relationship management, and team leadership. Utilizes strategic planning and problem-solving skills to drive agency success. Track record of fostering client loyalty and achieving business growth.
Overview
30
30
years of professional experience
Work History
Insurance Agency Owner
Kristin Olson Farmers Insurance Agency
Grand Blanc, MI
11.2018 - Current
- Established strategic marketing initiatives, enhancing brand visibility and client engagement.
- Led a team of agents, fostering a collaborative environment to achieve sales targets.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
- Cultivated relationships with clients through exceptional customer service and tailored insurance solutions.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Oversaw compliance with regulatory requirements, mitigating risks and safeguarding agency reputation.
- Developed customized insurance policies to meet diverse client needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Responded promptly to over 30 customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters daily.
Financial Advisor Assistant
Michal Marcum LLC
19181 15 Mile Rd
01.2008 - 11.2018
- Assisted in preparing financial reports and client presentations, ensuring accuracy and clarity.
- Coordinated communication between clients and financial advisors to enhance service delivery.
- Managed scheduling at least 10 appointments daily, improving client engagement and satisfaction.
- Streamlined document management processes, increasing efficiency in file retrieval and storage.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Server Trainer
Redwood Steakhouse and Brewery
Flint, MI
01.1996 - 09.2009
- Trained staff on menu knowledge and service standards to enhance customer experience.
- Developed training materials that improved onboarding process for new servers.
- Streamlined service procedures, reducing order error rate through effective staff coaching.
- Mentored junior servers to uphold high levels of performance and team collaboration.
- Facilitated role-playing exercises to prepare staff for diverse customer interactions and scenarios.
- Mentored new hires through the training process, ensuring they became productive team members quickly and efficiently.
- Contributed to restaurant success by sharing expertise in upselling techniques, resulting in increased average check amounts.
- Maintained high-quality standards with regular monitoring of server adherence to company policies and procedures.
- Trained and mentored over 50 new personnel hired to fulfill various roles.
Education
No Degree - Property And Casualty
Kaplan Professional Insurance & Securities School
Troy, MIMedical/Dental Administrative Assistant - Medical/Dental Administrative Assistant
Ross Medical Education Center
Flint, MIHigh School Diploma -
Grand Blanc High School
Grand Blanc, MINo Degree - Life & Health
Kaplan Professional Insurance & Securities School
Troy, MI Skills
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Verbal and written communication
- Relationship building
- Customer relations
- Staff hiring
- Time management
- Decision-making
Accomplishments
Farmers Topper Club is a prestigious annual award recognizing the top 10% Agency Owners nationwide for high performance in sales, customer service, and production.
Timeline
Insurance Agency Owner
Kristin Olson Farmers Insurance Agency
11.2018 - Current
Financial Advisor Assistant
Michal Marcum LLC
01.2008 - 11.2018
Server Trainer
Redwood Steakhouse and Brewery
01.1996 - 09.2009
No Degree - Property And Casualty
Kaplan Professional Insurance & Securities School
Medical/Dental Administrative Assistant - Medical/Dental Administrative Assistant
Ross Medical Education Center
High School Diploma -
Grand Blanc High School
No Degree - Life & Health
Kaplan Professional Insurance & Securities School