Kymberlee Halbert
Olympia,WA
Summary
Organized management professional with an outstanding record of communicating with team members to provide administrative needs and meet organizational sales goals. Conducted meetings with staff concerning production goals, training requirements, and compliance. Consistently achieved outstanding ratings for customer service and community presence. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Lee Ingrim Agent, State Farm Ins. Co.
Tumwater, WA
09.2015 - Current
- Provided coverage option information to assist clients in protecting assets.
- Utilized targeted email campaigns and cold calling to increase revenue by 5%.
- Promoted products and services using upselling and other sales strategies.
- Sold auto, home, life, and other insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Licensed Insurance Producer
Steve Dwight Agent State Farm Ins. Co.
Long Beach, CA
09.1998 - 04.2015
- Managed Insurance office with over 3,000 accounts.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Evaluated competitors' products and services to gain competitive advantage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding team office quotas and top ten of 70 agents in territory.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Monitored customer feedback and identified areas of improvement.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Created detailed reports for management to track performance and sales.
Education
Bachelor of Science - Business Administration Healthcare Management
03.2023
Associate of Arts - Business Administration And Management
06.1996
High School Diploma -
06.1989
Skills
- Insurance product expertise relationship management
- Account retention
- Account management
- Contract review and analysis
- Large account management
- Product knowledge
- Risk management
- Commercial lines
- New agent training
- Marketing initiatives
- Active Listening
Certification
- CNP - Certified Notary Public
- Life & Health Ins., State Farm Ins. Co.Company - August 2003-current
- Property & Casualty Ins. Lic. , State Farm Ins. Co. - August 2003-Current
- Variable Life & Variable Annuity Ins. Lic., State Farm Ins. Co. - November 2003-current
Timeline
Licensed Insurance Producer - Lee Ingrim Agent, State Farm Ins. Co.
09.2015 - Current
Licensed Insurance Producer - Steve Dwight Agent State Farm Ins. Co.
09.1998 - 04.2015
Western Governors University - Bachelor of Science, Business Administration Healthcare Management
Pierce College - Associate of Arts, Business Administration And Management
Yelm High School - High School Diploma,
- CNP - Certified Notary Public
- Life & Health Ins., State Farm Ins. Co.Company - August 2003-current
- Property & Casualty Ins. Lic. , State Farm Ins. Co. - August 2003-Current
- Variable Life & Variable Annuity Ins. Lic., State Farm Ins. Co. - November 2003-current
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