Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mary Salscheider

Kimberly

Summary


Insurance professional prepared for role, bringing wealth of experience in risk assessment and client relationship management. Proven ability to deliver customized insurance plans that meet client needs. Strong focus on team collaboration and achieving results, ensuring reliability and adaptability in changing environments. Skilled in underwriting, claims processing, and client consultation.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Bridlewood Insurance Services
09.2023 - Current
  • Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
  • Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
  • Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
  • Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
  • Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
  • Developed a comprehensive understanding of various insurance products, ensuring accurate and informed recommendations for clients.

Certified Dietary Manager

Medical Solutions
11.2016 - 05.2024
  • Ensured compliance with federal, state, and local regulations by staying current on industry best practices and adapting procedures accordingly.
  • Achieved budgetary goals through effective cost control measures, including bulk purchasing and negotiating vendor contracts.
  • Enhanced food safety standards by implementing strict hygiene protocols and conducting regular staff training sessions.
  • Improved patient satisfaction by developing and implementing customized meal plans according to their dietary needs and preferences.
  • Successfully resolved patient concerns or complaints related to meals or service quality by taking prompt corrective actions when needed.
  • Fostered a positive work environment that encouraged teamwork, creativity, and open communication among staff members.
  • Managed a team of dietary aides, providing ongoing coaching and support to ensure high-quality meal services for patients.
  • Coordinated with vendors to source high-quality ingredients at competitive prices, maintaining strong relationships for long-term partnerships.
  • Interviewed, hired and trained dietary personnel to provide optimal service.

Licensed Insurance Broker

Platinum Supplemental Insurance Inc.
10.2020 - 07.2023
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Collaborated with peers and industry partners to develop innovative insurance solutions for niche markets or hard-to-place risks.
  • Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
  • Built a diverse portfolio of commercial and personal lines clientele through targeted marketing efforts and referrals from satisfied customers.
  • Conducted thorough risk assessments for potential clients, identifying potential exposures and recommending appropriate coverage levels.
  • Increased client satisfaction by providing personalized insurance advice and policy recommendations.

Education

Certification - Certified Dietary Manager

University of North Dakota
Grand Forks, ND
06-2011

Skills

  • Goal-oriented mindset
  • Policy analysis
  • Industry regulations
  • Insurance products
  • Customer service
  • Licensed insurance agent
  • Customer follow-up
  • Client needs analysis
  • Operations management

Certification

  • Life and Health Insurance License - Wisconsin Department of Insurance.
  • Dietary Manager Certification (CDM, CFPP) - Association of Nutrition & Foodservice Professionals.
  • ServSafe Food Protection Manager Certification - National Restaurant Association.

Timeline

Independent Insurance Agent

Bridlewood Insurance Services
09.2023 - Current

Licensed Insurance Broker

Platinum Supplemental Insurance Inc.
10.2020 - 07.2023

Certified Dietary Manager

Medical Solutions
11.2016 - 05.2024

Certification - Certified Dietary Manager

University of North Dakota
Mary Salscheider