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Customer Service Insurance Sales

Location:
Elkhorn, WI
Posted:
January 23, 2024

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Resume:

KELLY PANKONIN

NPN#*******

N**** Lakeshore Ave Elkhorn, WI 53121

262-***-****

ad204w@r.postjobfree.com

OBJECTIVE

Seeking a challenging role where I can leverage my training and skills to contribute effectively, drive innovation and further develop my professional experience in a dynamic work environment.

My variety of management experience as a licensed insurance professional, property manager, Store manager, owner/operator of KTP Kreations, Large Event coordinator at Southern Lakes Church, Project Coordinating and scheduling brings a unique advantage to deliver impactful results and contribute to the team.

EDUCATION —

EXPERIENCE

Gateway Technical College – Insurance Pre-Licensing, Continuing Education, Excel & Advance Computers.

Marketing and Business management

6 Months Adams Powerful Solutions

HVAC Project Coordinator - Scheduling

Coordinate multi-divisional projects, along with processing permits, equipment warranty registration, and process equipment orders.

Manage daily service team/installers, Estimate/sales and schedule.

Customer service, Service agreement sales, Manage customer records.

4 + YEARS TopHAT Logistical Solutions LLC

Insurance Administrator • Department Manager

Developed the Insurance Department from inception, along with Standard Operating Procedures and training program.

Responsible for reviewing, negotiating renewals and maintaining all insurance coverage for TopHAT Logistical Solutions and THL Select

Created a contract carrier compliance requirements checklist.

Provided daily support to Location Managers and Contract carriers and agents. Developed a weekly non-compliance report. Assisted potential Contractors and location managers with the onboarding process.

Project manager for several coverage options for Contract Carriers by developing a link through the management system during the onboarding process. Also, researched rates and underwriting rules for creation of a nationwide Captive Insurance option.

Reviewed and monitored Certificates of Insurance for 150+ Contract Carriers. Assisted potential Contractors and location managers with the onboarding process

Assisted in claims processing

Performed bi-monthly audits, assisted in annual multiple states Work. Comp. audits.

20+ YEARS Spiegelhoff & Associates Insurance Agency

Insurance Sales Agent/Office Manager

Office Manager & Sales.

Managed multiple employees. Created Standard Operating Procedures and best practices.

Account Management including quoted premiums and wrote policies, processed policy changes..

Sold various types of both commercial and personal lines insurance policies including Auto, classic Auto, Home, Umbrella, and Flood

Claims processing, binding coverage, and COI issuance.

5 YEARS Geneva Sports

Store manager

KEY SKILLS —

COMMUNICATION

Customer Service Representative

Management

Goal driven

Conflict Resolution

MS Office/Office 365

Word

Excel

PowerPoint

SharePoint

IMSWIN Client Management System

Hawksoft Client Management System

OpenForce Onboarding Contractor Management System

Service Fusion Customer management system

Service Titan Customer Management System

Lead Sales Agent – Spiegelhoff & Associates – responsible for bringing in 25+ policies of new insurance business monthly.

Property management-open house, tenant selection, evictions, property maintenance, rent collection, small claims court when needed.

Event/hospitality coordinator-Southern Lakes church-recruit volunteers, scheduling, purchasing, decorating, venue selection, venue liaison. Coordinator of large events up to 450 guests.

KTP Kreations-creator/designer-schedule shows, display setup, sales

LEADERSHIP

Property Manager – Pankonin Holdings LLC – Lake Geneva, WI

Owner/Operator – KTP Kreations – Elkhorn, WI

Wedding Coordinator – Southern Lakes Church – Elkhorn, WI

Large Events Coordinator – Southern Lakes Church – Elkhorn, WI

REFERENCES

*Sue Dobratz -ad204w@r.postjobfree.com *Peter ad204w@r.postjobfree.com

*Roxanne Gerlitz -ad204w@r.postjobfree.com



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