Summary
Overview
Work History
Skills
Timeline
Generic

Maria Kelley

Monroe,CT

Summary

Dynamic insurance agent with a proven track record at Gambardella Insurance, specializing in client needs analysis and policy writing. Expert in upselling and enhancing customer satisfaction through personalized service. Committed to professionalism and ethics, I foster long-term relationships while driving revenue growth and ensuring comprehensive coverage for clients.

Overview

9
9
years of professional experience

Work History

Insurance Agent

Gambardella Inurance
01.2020 - Current
  • Developed customized insurance solutions to meet client needs and enhance satisfaction.
  • Conducted comprehensive policy reviews to identify coverage gaps and recommend improvements.
  • Facilitated client onboarding processes, ensuring compliance with industry regulations and company standards.
  • Trained new agents on product offerings, sales techniques, and client management strategies.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.

Insurance Agent

Combined Insurance
01.2018 - 12.2019
  • Analyzed market trends to adjust sales strategies, driving revenue growth for the agency.
  • Established long-term relationships with clients through regular follow-ups and personalized service.
  • Collaborated with underwriters to assess risk factors and optimize policy terms for clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.

Insurance Agent

Prata Insurance Agency
01.2017 - 12.2018
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Auto insurance
  • Client needs analysis
  • Policy writing
  • Upselling
  • Policy renewals
  • Property insurance
  • Email marketing

Timeline

Insurance Agent

Gambardella Inurance
01.2020 - Current

Insurance Agent

Combined Insurance
01.2018 - 12.2019

Insurance Agent

Prata Insurance Agency
01.2017 - 12.2018

Similar Profiles

CREATE PROFILE
Maria Kelley