Rodney Kerley
Mooresville,NC
Summary
Seasoned professional with long-term experience in client-facing insurance and real estate roles. Skilled in client communication, account management, and problem-solving, with a reputation for professionalism and ethics. Focused on helping clients understand options, maintain proper coverage, and receive dependable service.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Insurance Agent
Stan Granger Insurance Agency, Inc.
Mooresville, North Carolina
2022.11 - Current
- Delivered accurate insurance quotes tailored to client needs and preferences.
- Cultivated strong relationships with clients through personalized service and follow-ups.
- Developed trust with clients by addressing concerns and providing timely support.
- Explained complex policy details clearly to ensure client understanding and satisfaction.
- Presented policy options and benefits in a straightforward manner to clients.
- Guided clients through insurance processes to enhance their understanding and confidence.
- Conducted informative sessions to educate clients on various insurance products.
- Advised agency clients on auto, home, and life insurance coverage options.
- Processed new applications and policy changes through agency systems.
- Explained coverage terms, exclusions, and premiums to prospective policyholders.
- Followed up with clients on renewals, cancellations, and billing questions.
- Reviewed policy details with Stan Granger Insurance Agency clients.
- Maintained accurate client records and policy files for Stan Granger Insurance Agency.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
Real Estate Broker
Self-employeed
Mooresville, North Carolina
2004.04 - 2022.08
- Managed residential and commercial investment properties for various owners.
- Provided market analysis to determine market value.
- Suggested upgrade options to maximize return on investment.
- Marketed and showed properties to interest parties for rent or lease.
- Confirmed applicants met eligibility requirements to lease.
- Negotiated lease terms.
- Conducted inspections of properties to confirm the respective property was being used and maintained as stipulated in the lease/rental agreement.
- Initiated eviction procedures when necessary.
Education
Some College (No Degree) - Business
University of North Carolina At Chapel Hill
Chapel Hill, NCSkills
- Insurance quoting
- Agency systems
- Client account management
- Insurance sales
- Client communication
- Attention to detail
- Relationship building
- Professionalism and ethics
Certification
- Real Estate Broker License with the NC Real Estate Commission
- Property and Casualty Insurance License with NC & SC Insurance Commissions
Timeline
Insurance Agent
Stan Granger Insurance Agency, Inc.
2022.11 - Current
Real Estate Broker
Self-employeed
2004.04 - 2022.08
Some College (No Degree) - Business
University of North Carolina At Chapel Hill