Kori J. Underwood-Kosier
Experience
April **09 - Present iroK
Insurance Services LLC Eau
Claire, WI
Owner
$125,000 of new business in 6 months.
Targeted niche markets, created a marketing plan and
effective strategy to get new business in the door.
Gathered information on new business, put together
the marketing file, submitted to markets and closed
the sale.
Quickbooks accounting, MI Rater, Excel, Word, Power
Point, Publisher
Young Professionals committee member through EC
Chamber, EC Chamber Ambassador, Board Member of Big
Brothers Big Sisters of NW Wisconsin
iroK Insurance Services was awarded Honorable
Mention in the Jumpstart Downtown Eau Claire
business plan contest.
February 2008 - March 2009 American
Insurance Service, Inc. Eau Claire, WI
Commercial Lines Sales Producer - Independent
Contractor
$350,000 of new business in 12 months
Targeted niche markets, created a marketing plan and
effective strategy to get new business in the door.
Gathered information on new business, put together
the marketing file, submitted to markets and closed
the sale.
Experience with Applied Systems, Microsoft Word,
Microsoft Excel, MI Rater and Logmein.com
Young Professionals committee member through EC
Chamber, EC Chamber Ambassador, LEADS group through
Chamber, Board Member of Big Brothers Big Sisters of
NW Wisconsin
January 2005 - February 2008 RJF
Agencies, Inc. Eau Claire, WI
Commercial Lines Sales Producer
Effectively generated over 350 qualified new
prospects in one year
Generated over $125,000 of new commission revenue
Serviced an existing $2,000,000 book of business
Involved in the community through the EC Chamber,
Member of Young Professionals
Experience with Applied Systems, Microsoft Word,
Excel.
August 2003 - December 2004 Talty Insurance
Agency, Inc. Denver, CO
Commercial Lines Sales Producer/Marketing Manager
Effectively generated over $175,000 new commission
revenue while in charge of marketing
In charge of all new business marketing for the
entire commercial lines department.
Experience with Applied Systems, Microsoft Word,
Excel.
July 2000 - August 2003 Colling Insurance Serv.,
Inc. Lakewood, CO
Commercial Lines Sales Producer/ Manager
Increased commercial lines sales by 80%.
On average $32,000 new business personal &
commercial lines per month.
Serviced all commercial lines accounts while
expanding existing book of business.
August 1997- July 2000 F&S Insurance Services,
Inc Lakewood, CO
Personal Lines Manager/ Producer
Produced new business while effectively managing and
expanding existing accounts.
On average $25,000 new personal lines premium per
month.
Managed all office and accounting functions
August 1995 - August 1997 Turner-Bass &
Associates
Tyler, TX
Personal Lines CSR/ Receptionist
Personal lines processing new and renewal business,
issue binders, ID cards, Certificates of Insurance.
Processed all personal lines changes
Receptionist - in charge of all incoming telephone
calls, processing new and outgoing mail
In charge of issuing and renewing all notary bonds
Education
2008 Long Term
Care Ins.
Eau Claire, WI
2007 CIC- Commercial
Property Eau
Claire, WI
2005 The Wedge
Training
Minneapolis, MN
2003 Dynamics of Selling Denver, CO
1995-1997 Tyler Junior
College
Tyler, TX
LIcenses Held
Wisconsin P&C, L&H
Organizations
3 Year committee member of Young Professionals
through the Eau Claire Chamber
Serving 3 Year Term as Board Member of Big Brothers
Big Sisters of NW Wisconsin
Actively involved in the Eau Claire Chamber-
business after hours, business connections, etc.
Eau Claire Chamber Ambassador
Member of Downtown Eau Claire, Inc.
e-mail ********@*****.***
S6935 STATE ROAD 37, EAU CLAIRE, WI 54701 PHONE: 715-***-****