Krystal Allen
Taberg,NY
Summary
Experienced and licensed Property & Casualty Insurance Agent with a proven track record in sales and service roles. Skilled in obtaining client information, analyzing eligibility, and mentoring new hires while consistently delivering exceptional customer service. Committed to meeting the expectations of both internal and external customers, utilizing excellent verbal and written communication skills. Demonstrates strong time management and organizational abilities, maintaining high quality and accuracy in all tasks. Adaptable to new ideas and proficient in Microsoft Office applications, as well as navigating multiple systems simultaneously. With over two decades of hands-on experience in writing and servicing new and existing policies, expert in finding solutions and solving problems through effective listening and critical thinking.
Overview
24
24
years of professional experience
Work History
Senior Sales Insurance Agent
MetLife / Farmers
07.2004 - 10.2024
- Quoting and binding new Personal Lines Policies - Cross selling 50%
- Multi-carrier sales
- Compliance - Maintained 95% Quality Average
- Workplace Culture Ambassador
- Underwriting
- Sales conference qualifier
- Train, Mentor, & Coach new hires
- Service/Policy management
- Customer & Agent Experience
- Personal Lines & Commercial Lines, Flood
- Writing new business policies
- Training new hires and developing new materials
- Meeting & exceeding monthly department goals
- Compliance
- Maintaining strong relationships with underwriting departments through many different carriers
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
Receptionist / Insurance Agent / Manager
Insurance Doctor
10.2000 - 12.2003
- Quoting and binding new Personal Lines Policies
- Multi-carrier sales
- Train, Mentor, & Coach new hires
- Monitor and report on data, quality, and sales trends
- Compliance
- Workplace Culture Ambassador
- Underwriting practices
- Internal & external communication
- Handling the financial book with the agency and reconciling discrepancies
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
Education
Certification - Completed Pillar I & Pillar II, Career Progression, Competencies, Management Styles, Relationship Building
GCS Sales Academy
Oriskany, NY01.2020
Some College (No Degree) - Communication, Critical Thinking, Research, Adaptability
MVCC College
Utica, NYSkills
- Exceptional Customer service
- Professionalism and ethics
- Client needs analysis
- Critical thinking and Problem Solving
Personal Information
- Property & Casualty License NAIC Lic# PC - 526022 September 2000
- GCS Academy Pillar I & II Sales and managment MetLife January 2015
- Flood Insurance Certificate NFIP May 2020
- CNPR NASPRx Cert#725822025 March 2025
Accomplishments
Customer Service Conference Qualifier
Sales Conference Qualifier
Choice Agent of the year
Timeline
Senior Sales Insurance Agent
MetLife / Farmers
07.2004 - 10.2024
Receptionist / Insurance Agent / Manager
Insurance Doctor
10.2000 - 12.2003
Certification - Completed Pillar I & Pillar II, Career Progression, Competencies, Management Styles, Relationship Building
GCS Sales Academy
Some College (No Degree) - Communication, Critical Thinking, Research, Adaptability
MVCC College
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