Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kyilee Trevino

Lakin

Summary

Dynamic sales associate with a proven track record at The Sarah Schwieterman Agency Inc, excelling in client relationship building and CRM software proficiency. Recognized for enhancing client retention through effective follow-ups and policy reviews, while demonstrating strong problem-solving skills and teamwork in fast-paced environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Sales Associate

The Sarah Schwieterman Agency Inc
104 N Main St Lakin Ks 67860
06.2023 - Current
  • Developed strong client relationships to ensure ongoing satisfaction and retention.
  • Utilized CRM systems to track leads, manage follow-ups, and maintain accurate records of client interactions.
  • Collaborated with underwriting teams to facilitate timely policy approvals and resolve discrepancies effectively.
  • Coordinated claim processing between clients and insurance carriers, working diligently to ensure prompt resolution of disputes or concerns.
  • Enhanced client retention with consistent follow-ups and timely policy reviews.
  • Managed time efficiently by prioritizing tasks effectively resulting in enhanced productivity levels.
  • Assisted in developing and implementing marketing campaigns boosting brand awareness and increasing market share.
  • Actively participated in continuing education opportunities staying up-to-date on industry trends regulations.
  • Collaborated with underwriters to negotiate favorable policy terms for clients based on their individual needs and risk profiles.
  • Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
  • Established partnerships with local businesses promoting cross-referrals that contributed towards business growth.

Waitress

Shortys II
Lakin, KS
07.2021 - 03.2026
  • Provided exceptional customer service in fast-paced dining environment.
  • Managed order processing and accuracy for multiple tables simultaneously.
  • Trained new staff on restaurant procedures and customer interaction techniques.
  • Collaborated with kitchen staff to ensure timely food delivery and quality standards.

Education

High School Diploma -

Lakin Highschool
Lakin, KS
05-2021

Skills

  • Customer service
  • Teamwork and collaboration
  • Time management
  • Problem-solving skills
  • Relationship building
  • Outgoing personality
  • Conflict resolution
  • Fraud detection
  • CRM software proficiency
  • Client account management
  • Task prioritization
  • Contact follow-up
  • Service oriented

Certification

  • KS Property & Casualty and Allied Lines Producer - [09/27/2022 - CURRENT]

Timeline

Sales Associate

The Sarah Schwieterman Agency Inc
06.2023 - Current

Waitress

Shortys II
07.2021 - 03.2026

High School Diploma -

Lakin Highschool