Kelly (Achilles) PAPPAS
Boynton Beach,Florida
Summary
Personable and dedicated Relationship Manager with extensive experience in the Financial Services industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
26
26
years of professional experience
Work History
Licensed Health Insurance Agent
Blue Cross Blue Sheild
Boynton Beach, FL
03.2023 - Current
- Developed and implemented insurance plans for customers based on their individual needs.
- Researched and analyzed customer data to ensure accuracy of coverage information.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
- Educated customers on various health insurance products and services available.
- Maintained accurate records of all customer interactions and transactions.
Client Relationship Manager
The Insurance Exchange of America
Miami, FL
06.2016 - 02.2023
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Collected deposits or payments and arranged for billing.
- Strengthened customer retention by offering discount options.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Updated databases with new and modified customer data.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Engaged customers and provided high level of service by carefully explaining details about documents
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Licensed Insurance Agent
Allstate Insurance Co
Westport, CT
09.2011 - 05.2016
- Researched insurance plans to find good options for clients' needs.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
TERRITORY SALES MANAGER
Chubb Limited
Hartford, CT
01.2009 - 01.2011
- A provider of supplemental benefits including disability, whole life and group life sold to individuals and small business
- Coached, mentored and supervised a team of six Sales Representatives
- Presented products and services to prospective customers.
- Grew $100k territory to $800k in less than 12 months with active management of operations.
- Devised creative territory development strategies, leading team to generate $800k in new business.
Investment Specialist
ALLSTATE FINANCIAL SERVICES
White Plains, NY
01.2008 - 01.2009
- Worked in collaboration with broker partners to develop and implement market penetration strategies, including identification of niche markets, demographic analysis, email broadcasts, web content, networking, and presentation skills
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions
- Identified customer needs and helped with individualized financial planning
- Assisted sales representatives with client presentations/proposals linking various products to specific demographics, as well as market, economic and industry trends.
Wholesale Sales Representative
Transamerica Capital, Inc
New York, NY
01.1998 - 01.2007
- Marketed diverse investment products including variable annuities, mutual funds and life insurance to major banks and brokers on a wholesale level.
- Cold called potential customers to follow through on inbound, outbound and company-provided leads.
- Provided product training to bankers and broker clients to ensure their detailed familiarity with all product features and benefits.
- Recipient of an annual award for conducting 1,000 presentations.
- Managed busy calendar of sales calls, meetings and email correspondence with confidence and productivity.
- Generated $100 million in annual premium revenues, consistently ranking in the top 10.
Education
Some College (No Degree) - General Studies
Georgia State University
Atlanta, GASkills
- Consultative and relationship selling
- Opportunities identification
- Relationship building and management
- Complaint handling and resolution
- Building strong relationships
- Inbound and Outbound Calling
- Healthcare regulations
- Follow-up skills
- Adaptability
Additional Information
- LICENSE(S):State of Florida Insurance License 220 P&C 215 Life and Annuities
Accomplishments
Achieved The Circle of Excellent Award for my first year Medicare Sales
Timeline
Licensed Health Insurance Agent
Blue Cross Blue Sheild
03.2023 - Current
Client Relationship Manager
The Insurance Exchange of America
06.2016 - 02.2023
Licensed Insurance Agent
Allstate Insurance Co
09.2011 - 05.2016
TERRITORY SALES MANAGER
Chubb Limited
01.2009 - 01.2011
Investment Specialist
ALLSTATE FINANCIAL SERVICES
01.2008 - 01.2009
Wholesale Sales Representative
Transamerica Capital, Inc
01.1998 - 01.2007
Some College (No Degree) - General Studies
Georgia State University
Similar Profiles
Samson OwingsSamson Owings
Associate System Engineer at Blue Cross BLue Sheild Of North DakotaAssociate System Engineer at Blue Cross BLue Sheild Of North Dakota
Doris LohmanDoris Lohman
Nurse Care Manager at Blue Cross Blue Sheild of MichiganNurse Care Manager at Blue Cross Blue Sheild of Michigan
Gary W. BrunsonGary W. Brunson
Project Assistant (Administrative Assistant) at Blue Cross Blue Sheild of South CarolinaProject Assistant (Administrative Assistant) at Blue Cross Blue Sheild of South Carolina