Kenya

Buchanan

Insurance

Professional

Kenya Buchanan

**** ********* ****

Buford, GA 43021

***- ***-****

ad36rz@r.postjobfree.com

ㅡ

Skills Referral Contact Management

Residential Mortgage Origination

Client Management Employee Relations

Pipeline Management Cross-selling Techniques

Underwriting Guidelines Departmental Guidelines

Documentation Management

Processing Procedures Employee Loans

Sales Presentations Prospect Development

Mortgage Loan Products Mortgage Loan Sales

Branch Office Operations Project Management

ㅡ

Experience Allstate Insurance / Agency Owner

ATLANTA, GA

As an Agency owner, I have learned to build solid and genuine community relationships that are vital to the

success of this business as we “become leaders in business, education, and our community. Creating roles of each staff person that would help to meet that goal. Exceeding monthly goals and educating clients on Insurance products. Responsible for agency compliance as well as setting a Handbook for Employees to follow

AA Auto Club / AA Auto Club

COLUMBUS, OHIO 2014 TO 2016

Function role in prospecting of clients, the sale of insurance products, and ultimately the growth of their book of business and therefore the Agency. Duties include development of prospect pipeline, sale of property and casualty, and Life & Health insurance products, determining a client’s needs and match those needs with the appropriate coverage endorsements, completing sales process by delivering and reviewing policy with client, establishing payment plan and completing required forms, maintenance of client relationship and renewal process Huntington / Process Administrator – Account Analysis, Treasury Management Client Services

COLUMBUS, OHIO 2008 TO 2014

Function role in analyzing accounts and responding to treasury management product inquiries generated by corporate and business banking customers; escalate issues and contribute to overall resolutions in collaboration with management. Demonstrated ability to swiftly and accurately provide oral and electronic responses consistent with performance expectations.

Universal Banker

2005 – 2009

Assisted with project research, compilation and finalization of customer disputes; processed payroll and reports; arranged travel for platform training; initiated customer accounts; cross-sell banking products; processed teller transactions; provided excellent customer service; contributed to creation of a positive work environment. Allstate Insurance / Office Manager Administrative Support DAYTON, OHIO OCTOBER 1999 TO OCTOBER 2005

Functioned in role supporting and ensuring progression of operations in extremely fast paced environment; contributed to creation of a positive workplace via assistance to all lines of staff. Responsible for payroll records and reporting; invoices and work orders; managerial and client correspondence; client database maintenance; multi-phone line management; project contributions; records confidentiality; staff training on policies/procedures.

ㅡ

Education

Sinclair Community College / AA in Education

DAYTON, OHIO

ㅡ

Professional Development Ohio Department of Insurance Life and Health license

Property and Casualty license

Series 6

Contact this candidate