Kristine Verdusco
Menifee,CA
Summary
Persuasive Licensed Insurance account representative with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 32 years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
26
26
years of professional experience
Work History
Account Representative
Poonam Walia State Farm Insurance
Riverside, CA
10.2021 - Current
- Processed client payments and updated accounts.
- Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns or challenges.
- Analyzed accounts for delinquencies and other ongoing issues.
- Contacted customers to assess satisfaction and current needs.
- Proposed available products and solutions to meet diverse requirements.
- Processed debtor payments and updated accounts to reflect new balance.
- Multi line with life
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Office Manager
Manuel Guilin State Farm Insurance
Lake Elsinore, California
04.2000 - 06.2021
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for department managers.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Answered customers' questions regarding products, prices and availability.
- Managed friendly and professional customer interactions.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Determined needs, delivered solutions and overcame objections through consultative selling skills.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Exceeded targeted sales goals through continuous pursuit of new sales opportunities and expert closing of customer deals.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Insurance Sales Agent
Farmers Insurance
Lake Elsinore, CA
05.1995 - 11.1999
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Education
Paralegal Certificate - Paralegal
Southern Caifornia Law School
Riverside, CASkills
- Insurance Customization
- Client Prospecting
- Policy Feature Explanations
- Insurance Policy Sales
camping, relaxing at the beach, watching golf
I love camping with my family on weekends and/or holidays. We love to get out in the open air as much as possible. When we are not camping we are relaxing on the beach with a big umrella and an ice cold tea. My husband is an avid golfer, so he has gotten me very interested in golf. I enjoy watching tournaments with him on weekends. One of these days we will go see a live tournament!
Timeline
Account Representative
Poonam Walia State Farm Insurance
10.2021 - Current
Office Manager
Manuel Guilin State Farm Insurance
04.2000 - 06.2021
Insurance Sales Agent
Farmers Insurance
05.1995 - 11.1999
Paralegal Certificate - Paralegal
Southern Caifornia Law School
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