Customer Service Insurance Sales
Resume:
KELLY PANKONIN
NPN#*******
N**** Lakeshore Ave Elkhorn, WI 53121
**********@*****.***
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 -***********@*****.*** *Peter *******-*****@**********.***
*Roxanne Gerlitz -*******@**********.***
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