Libby Kelley
Danville,KY
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Agent
Central Kentucky Insurance
Danville, US
01.2021 - Current
- Collected premiums on or before effective coverage dates.
- Obtained underwriting approval by completing applications for coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Developed and implemented marketing strategies to increase customer base.
- Built client relationships through active listening and effective issue resolution.
- Responded swiftly to customer inquiries, resolving issues efficiently.
- Created continuous referral sources within community using extensive networking skills.
Customer Service Representative
Commonwealth Insurance Agency
02.2020 - 01.2021
- Maintained high standards of customer service by building relationships with clients.
- Updated policies as needed.
- Update customers billing information.
- Receive and process check, cash and card payments.
- Conducted annual reviews of existing policies to update information.
- Calculated premiums and established payment methods for sales.
- Maintained computer and physical filing systems.
- Provided primary customer support to internal and external customers.
- Provided information regarding charge accounts and loyalty programs.
- Answered constant flow of customer calls with minimal wait times.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
Office Manager
Highbridge Springs Water Company
01.2019 - 02.2020
- Assisted approximately 5-15 customers each hour with questions concerning delivery, new service inquiries and pricing, issues with coolers, concerns with billing and payment made, and collecting credit card payments over the phone.
- Assessed customer needs and upsold products and services to maximize water and cooler sales.
- Informed customers about billing procedures, processed payments and provided account information.
- Documented conversations with customers to track requests, problems and solutions.
- Set up and activate customer accounts to maintain satisfaction levels..
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Shared responsibility of reconciling daily money transaction for the company.
- Responsible for making corrections to drivers invoices and payments collected.
- Managed the entire accounting cycle, including gathering information, preparing documents, finalizing reports and closing books.
- Documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
- Balanced reports to submit for approval and verification.
- Monitored status of accounts receivable and payable to facilitate Prompt Processing.
Customer Service Representative
Salvation Army
01.2013 - 01.2017
- Proven ability to develop and implement creative solutions to complex problems.
- Delivered services to customer locations within specific timeframes.
- Proven ability to learn quickly and adapt to new situations.
- Ran errands and provided general office support in a professional environment
- Proved successful working within tight deadlines and a fast-paced environment.
- Volunteered at local community organizations, providing assistance with day-to-day operations.
- Demonstrated leadership skills in managing projects from concept to completion.
- Organized and detail-oriented with a strong work ethic.
Education
High School Diploma -
East Jessamin High School
Jessamine County05-2007
Associate of Science - General
BCTC
Skills
- Risk assessment
- Underwriting approval
- Policy compliance
- Client relationship management
- Sales prospecting
- Customer service
Certification
- licensed in Property,Causality, Health and life Insurance
Timeline
Insurance Agent
Central Kentucky Insurance
01.2021 - Current
Customer Service Representative
Commonwealth Insurance Agency
02.2020 - 01.2021
Office Manager
Highbridge Springs Water Company
01.2019 - 02.2020
Customer Service Representative
Salvation Army
01.2013 - 01.2017
High School Diploma -
East Jessamin High School
Associate of Science - General
BCTC
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