Kurteisia Whisby
Insurance Sales Agent
Atlanta,GA
Summary
Focused Sales Manager committed to motivating others and offering extensive knowledge penetrating new territories and promoting product lines. Highly effective mentor driven to assess individual and group performance to implement improvements and set goals. Determined individual with background in establishing and nurturing lucrative partnerships.
Overview
24
24
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Sales Manager
Kim Dao Agency - Allstate
04.2024 - Current
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Led successful sales team by providing motivational coaching and performance-based incentives.
- Property & Casualty, Commercial, and Life Insurance Sales
Office Sales Manager
GEICO - Kim Dao Agency
07.2019 - 01.2024
- Insurance Underwriting, Sales, and Customer Service
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Resolved customer issues quickly to close deals and boost client satisfaction.
Lead Insurance Agent
GEICO - Solomon Agency
10.2014 - 07.2019
- Insurance Underwriting, Sales, and Customer Service
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted research and identified market trends to develop better strategies for sales.
- Created detailed reports for management to track performance and sales.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Developed and implemented promotional strategies to increase customer base.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Educated clients on insurance policies and procedures.
Insurance Counselor/Agent
GEICO - Jim Smith Agency
01.2005 - 10.2014
- Insurance Underwriting, Sales, and Customer Service
- Negotiated contracts and terms of sale with potential customers.
- Managed a diverse book of business consisting of various personal lines coverages, consistently meeting sales targets and revenue goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Participated in community events as a representative of the agency, effectively raising brand awareness and generating new leads.
- Implemented targeted marketing strategies to attract new business prospects in competitive markets.
- Sought out new clientele through telephone, email and face-to-face contact to generate new prospective clients.
- Obtained existing insurance data and personal information to develop insurance quotes.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Patient Account Specialist
Tallahassee Memorial Hospital
01.2006 - 01.2008
- Insurance verification, Creating patient billable accounts ensuring hospital financial stability
- Assisted patients in understanding their financial responsibilities by explaining healthcare benefits, coverage limitations, and out-of-pocket costs clearly and concisely.
- Contacted patients after insurance was calculated to obtain payments.
- Provided exceptional customer service while assisting patients with questions about their bills or payment options via phone calls or written correspondence.
- Enhanced team productivity by sharing knowledge, best practices, and providing cross-training opportunities for colleagues in the Patient Accounts Department.
Soil Research Technician Assistant
Florida A&M University
01.2004 - 01.2005
- Receive and prepare laboratory samples for analysis, record data, operate laboratory equipment, prepare data summaries, maintain or repair agricultural facilities
- Coordinated with research and development team to support production and boost efficiency.
- Operated and performed preventative maintenance on laboratory equipment and instruments.
Emergency Road Service Representative
GEICO
01.2001 - 01.2004
- Assist policy holders with emergency road service assistance, dispatch providers for accidents, towing and lockout services, resolve issues with policy holders
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Maintained productivity and quality standards at all times.
- Updated account information to maintain customer records.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Youth Apprenticeship Program
GEICO
01.2000 - 01.2001
- File Maintenance, Dispatch Screening, Claims Transcription
Education
Bachelors in Engineering Sciences, Technology and Agriculture - Biological & Agriculture Systems Engineering
Florida A&M University
Tallahassee, FL 01.2002 - 05.2007
Skills
Brand Marketing
Consistent record of improving profit margin, seizing cost savings, and securing customer loyalty
Conflict Management
Excellent telephone communication skills, verbal communication, and writing skills
Proficient in performing quality assurance and quality control procedures
Ability to resolve policy issues and concerns with clientele
Insurance verification
Medical terminology knowledge
Knowledge of ICD 10 coding
Knowledge of CPT procedure coding
Commercial and Government Insurance
Excellent interpersonal communication techniques
Detailed knowledge of automobile, inland marine and agency operations contracts, property, and fire, loss prevention, risk management process and disaster preparedness
Profitability Optimization
Team Collaboration
Sales Planning
Brand Marketing
Certification
Georgia, Life & Health Insurance, 2023
Accomplishments
- 2015- Atlanta GFR agent of the year
- 2015- Agent of the quarter (1st-4th quarter)
- 2015-Top selling agent for auto and homeowners
- 2015- Over $550k in premium sales
- 2016- Agent of the quarter (1st-3rd quarter)
- 2016-Increased production by implementing effective teamwork strategies.
Timeline
Sales Manager
Kim Dao Agency - Allstate
04.2024 - Current
Office Sales Manager
GEICO - Kim Dao Agency
07.2019 - 01.2024
Lead Insurance Agent
GEICO - Solomon Agency
10.2014 - 07.2019
Patient Account Specialist
Tallahassee Memorial Hospital
01.2006 - 01.2008
Insurance Counselor/Agent
GEICO - Jim Smith Agency
01.2005 - 10.2014
Soil Research Technician Assistant
Florida A&M University
01.2004 - 01.2005
Bachelors in Engineering Sciences, Technology and Agriculture - Biological & Agriculture Systems Engineering
Florida A&M University
01.2002 - 05.2007
Emergency Road Service Representative
GEICO
01.2001 - 01.2004
Youth Apprenticeship Program
GEICO
01.2000 - 01.2001