Kristen Smith

P&C Licensed Producer in Pennsylvania, NJ, and DE

Contact

Tel : 610-***-****

email: nxheiz@r.postjobfree.com

Address

**** ******* ******. *********, ** 19083

Profile

Objective I am seeking a position in insurance sales, claims, or customer service

Availability From May 20, 2011

Key Skills

Proven sales ability. Highly organized and efficient. Extremely capable manager and leader. Proficient in all phases of organizing and coordinating projects, meeting deadlines, and consistently exceeding sales and service expectations.

●Current PA Property and Casualty License

Highest ranked sales in the county (auto, home, motorcycle), for two quarters

Awarded a national corporate ownership training seminar

I managed employee sales and revenue

I oversaw

employee sales training, coordinated large public events to gain prospective clients, managed employee incentives and production goals Excellent in generating new and renewal business in a fast-paced environment

Strong customer service skills

Conscientious, dependable and detail oriented

Excellent references & stable work history Ability to build and maintain long-term relationships with customers

Exceptional in processing new business and policy changes quickly and efficiently

Excellent at cross selling current accounts and new business

Ability to identify prospective customers using established lead methods

Strong ability to counsel and advise prospects and policyholders on matters of protection and coverage

Managed and participated in various incentive programs and contests designed to support achievement of production goals

Education

2010 to 2011 Master Of Science in Counseling and Clinical and Health Psychology (1 year towards MS)

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, Philadelphia, Pa

2000-2005 Bachelor in Behavioral Science

YORK COLLEGE, York, Pa

Work Experience

Home Advocate Insurance CSR

Insurance Sales, Columbia, MD; Plymouth Meeting, PA July 2011-Present

Sold personal and commercial insurance

Utilized PL Rating and AMS 360 to price quotes through 7 different companies

Worked with loan officers to lower debt ratio and save clients’ money on insurance

Built relationships with loan officers and established a working relationship with LO’s and Sales Managers to refer business

Set tickler files in AMS 360 to contact customers and scrub for cross-sell opportunities

Completed all preliminary underwriting and servicing of all policies

GEICO Sales Manager

Insurance Sales; Sales Manager, Wynnewood, PA January 2008- August 2009

Obtained Property and Casualty license in PA, DE, and NJ

Trained and supervised sales force

Coordinated GEICO events at car dealerships, motorcycle safety courses and local charity events

Was number 2 in sales for homeowners in the country of GFR’s

Exceeded production goals every month and found ways to utilize existing leads to gain referral and cross-sell business

Excelled in closing leads that were older or more difficult to close

Was commended for excellent customer service and high sales retention

Wachovia Bank Sales Advisor

Financial Sales Advisor, King of Prussia, PA December 2006-September 2007

Responsible for proactively selling a full line of products including: investment accounts, private banking/wealth management, business banking, commercial loans and private loans

Averaged over $1M in loan production with 30 core deposit accounts per month

Coordinated and presented educational seminars to local corporations

Consulted with small business owners to analyze their financial needs and to acquire a professional relationship

MLN/Equichoice Mortgage Financial Sales

Mortgage Broker/Loan Officer, Bala Cynwyd, PA June 2005- July 2006

Originated business in over 30 states via lead management services, cold-calling, warm-calling and referrals

Mastered knowledge of FHA, VA, FNMA, and FHLMC loans

Closed 5 loans a month and sold over $25K in net revenue a month

Was in the top 5 of the office and submitted 3 completed loan applications per day

York College of Pennsylvania Internship

Alumni Relations/Fundraising 2001-2005

Assisted with directing, planning and cultivating major gift solicitations of donors to the college

Assisted with gift processing, administrative support, prospect research and record keeping

Documented and tracked gifts for accuracy and managing awards

Worked as a team to send a direct mail piece to alumni

Professional Memberships and Volunteering

Big Brothers Big Sisters of America

American Psychological Association

American Marketing Association

PA, DE, NJ Property and Casualty Licensure

Contact this candidate