Kristin T. Lowe
Drewryville,VA
Summary
Successful office manager with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
22
22
years of professional experience
1
1
Certificate
Work History
Sr. Licensed Sales Associate/Office Manager
Todd Rose Insurance Agency, Inc./Allstate Insurance
2007.06 - Current
- Open and close business daily
- New business production with ability to understand and follow Risk Management guidelines for Property and Casualty Insurance as well as Life Insurance products
- Assist existing customers in performing policy reviews and making recommendations on coverage limits
- Experience with diffusing volatile customer situations
- Accomplished multiple tasks within established timeframes.
- Served as point-of-contact for potential and existing insurance customers.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Generated leads and met with potential clients to explain insurance options and encourage purchases.
- Prepared insurance claim forms or related documents and reviewed for completeness.
- Managed over 50 customer calls per day at busiest points throughout month.
Licensed Sales Associate
Gary Cason/Allstate Insurance
2005.04 - 2007.06
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Followed up promptly with interested clients to close sales.
- Established loyal customer base
Sales/Store Manager
Friedman’s Jeweler’s
2001.11 - 2005.05
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Assisted with hiring, training and mentoring new staff members.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Postal Clerk
Unites States Postal Service
2001.07 - 2002.01
- Sorted mail according to size, shape and destination.
- Weighed letters and packages and calculated costs based on classification, weight, and destination.
- Provided service and sales to walk-in customers.
- Released registered and special delivery letters and packages to designated recipients and obtained signatures for release.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
Education
High School Diploma -
Christian Light Education Home School
Drewryville, VA06.2001
Skills
- Possess solid computer skills and knowledge of software programs.
- Operational Procedures
- Property and Casualty Insurance Sales
- Client Account Management
- Closing Procedures
- Policy Writing
- Customer Satisfaction
- Client Needs Analysis
- Compliance Requirements
- Customer Service and Assistance
- Claims Reporting Systems
Certification
- Licensed Property and Casualty Agent - 2004 to current
- Licensed Life Insurance Agent - 2016 to current
Timeline
Sr. Licensed Sales Associate/Office Manager
Todd Rose Insurance Agency, Inc./Allstate Insurance
2007.06 - Current
Licensed Sales Associate
Gary Cason/Allstate Insurance
2005.04 - 2007.06
Sales/Store Manager
Friedman’s Jeweler’s
2001.11 - 2005.05
Postal Clerk
Unites States Postal Service
2001.07 - 2002.01
High School Diploma -
Christian Light Education Home School
- Licensed Property and Casualty Agent - 2004 to current
- Licensed Life Insurance Agent - 2016 to current
Similar Profiles
Gregory RossGregory Ross
INSURANCE AGENCY OWNER at ALLSTATE INSURANCE CO / ROSS INSURANCE AGENCYINSURANCE AGENCY OWNER at ALLSTATE INSURANCE CO / ROSS INSURANCE AGENCY
Ashley TorresAshley Torres
Office Manager at Barajas Insurance Agency, Allstate InsuranceOffice Manager at Barajas Insurance Agency, Allstate Insurance
Lorraine TranLorraine Tran
Operations Manager at Todd Harman Insurance AgencyOperations Manager at Todd Harman Insurance Agency