Kyle Barth
Greeley,CO
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
7
7
years of professional experience
Work History
Accounts Assistant
Flood and Peterson
Greeley , CO
2023.08 - 2024.05
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Greeted visitors, clients and guests in a professional manner.
- Compiled data into spreadsheets for analysis or reporting purposes.
- Developed positive relationships with internal customers through effective communication techniques.
- Proofread documents prior to distribution to ensure accuracy of content.
- Coordinated special projects as assigned by management staff.
- Entered data into databases accurately and efficiently.
- Scanned documents using high-speed scanners for digital archiving purposes.
- Archived confidential material securely following established procedures.
- Maintained positive working relationship with fellow staff and management.
- Maintained front desk to provide positive first impression.
- Received and distributed mail, letters and packages.
- Answered phones and routed voicemails to respective employees.
- Maintained accurate records of customer interactions and transactions.
- Actively participated in training sessions to stay up-to-date on changes in regulations related to insurance policies.
- Developed strong relationships with clients by providing exceptional customer service.
- Collaborated with colleagues from other departments to resolve escalated customer issues.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Investigated discrepancies between actual charges and expected premiums.
- Navigated computer system to look up customer information and update policies.
- Responded to queries, solved or referred problems and followed up with clients to increase satisfaction.
- Applied basic insurance underwriting knowledge to evaluate and analyze information.
Commercial Lines Agent
Weedin Insurance Agency
Loveland , CO
2022.08 - 2023.07
- Worked with insurance carriers to solve problems with coverage and payments.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Generated new business and developed new relationships with local businesses from local events such as the Greeley chamber, Evans chamber, Loveland chamber, young professionals group, bussines after hours and more.
- Pacesetter program was one out of one hundred recipients be accepted by the program.
Office Associate and Showing Agent
True Abundance Property Management
Greeley , CO
2017.08 - 2022.07
- Filed and retrieved records to support business needs and boost team productivity.
- Updated financial, customer and business records with accurate information each day, preventing data loss and keeping files current.
- Collected payments, issued receipts and updated accounts to reflect new balances.
- Oversaw evictions
- Conducted walk-throughs of properties checking for damage
- Supported office needs including taking messages, scanning documents and routing business correspondence.
- Collaborated with individuals through meetings and conference calls.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Contacted tenants to collect overdue rent or to discuss other important issues.
- Scheduled maintenance calls.
- Maintained tenant relations with regular tenant visits and phone calls.
- Monitored and documented all income, including delinquencies.
- Updated tenant and unit information to keep current in housing database.
- Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.
- Provided tours of property and amenities to prospective tenants and offered valuable information regarding major features.
Education
CLCS - Insurance
Kaplan University
Davenport, IA2023-12
Associate of Applied Business - Insurance And Risk Management
Kaplan University
Davenport, IA10.2022
Skills
- Leads Prospecting
- Customer follow-up
- Client Relations
- Customer Service
- Lead Development
- Account Management
- Revenue Generation
- Email Marketing
- Upselling
- Negotiation abilities
- Risk Mitigation
- Closing sales
- Detail oriented
Timeline
Accounts Assistant
Flood and Peterson
2023.08 - 2024.05
Commercial Lines Agent
Weedin Insurance Agency
2022.08 - 2023.07
Office Associate and Showing Agent
True Abundance Property Management
2017.08 - 2022.07
CLCS - Insurance
Kaplan University
Associate of Applied Business - Insurance And Risk Management
Kaplan University
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