Kristy Allen
Millinocket,ME
Summary
Efficient CSA known for high productivity and ability to complete tasks swiftly. Possess specialized skills in customer service management, conflict resolution, and data entry. Excel in communication, teamwork, and adaptability, ensuring seamless operations and positive customer interactions.
Overview
10
10
years of professional experience
Work History
CSA Personal Lines
FA Peabody
Millinocket, ME
04.2023 - Current
- Assisting customers with their personal insurance needs. Advising them on coverages and reviewing to make sure that they are properly covered. Providing excellent customer service is the number one priority for me.
- Resolved customer complaints courteously and efficiently.
- Greeting customers entering the office warmly.
- Answers incoming calls and provides the highest level of professionalism and knowledgeable service to every customer.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Promoted available products and services to customers during service, account management and order calls.
Personal Lines Insurance Agent
Katahdin Gateway Insurance LLC
Millinocket, ME
09.2014 - 04.2023
- Processed customer payments for premiums, maintained records of transactions and updated accounts accordingly.
- Assessed customers' insurance needs, determined coverage levels and provided quotes.
- Filed claims with insurance companies on behalf of the customers.
- Resolved client complaints in a timely manner.
- Developed relationships with existing clients and identified potential new customers through networking activities.
- Provided advice regarding personal lines policies such as homeowners, auto, boat, life, health, disability and long-term care insurance policies.
- Maintained up-to-date knowledge of changes in laws governing the industry and regulations affecting personal lines insurance products.
- Reviewed applications for accuracy prior to submitting them for approval.
- Monitored renewal dates of existing policies and contacted clients before expiration date.
- Verified clients received optimal coverage by thoroughly researching available providers and coverage and premiums.
- Upsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Maintained excellent relationships with underwriters.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
Education
Stearns High School
Millinocket06-1997
Skills
- Strong Work Ethic
- Goal-Oriented
- Performance Tracking
- Product Promotion
- Payment Processing
- Data Entry
- Documentation And Reporting
- Customer Service
Timeline
CSA Personal Lines
FA Peabody
04.2023 - Current
Personal Lines Insurance Agent
Katahdin Gateway Insurance LLC
09.2014 - 04.2023
Stearns High School
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