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Customer Service Insurance Agent

Location:
Louisville, KY
Posted:
March 09, 2024

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Resume:

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Kayla Franklin

Professional Summary

Enthusiastic And eager to contribute to team success through

hard work, attention to detail and excellent organizational

skills. Motivated to learn, grow and excel in Any areas I can.

Professional Organizer with over 10 years of successful

experience. Excellent reputation for resolving problems and

improving customer satisfaction.

Work History

Simply Organized Llc. - Professional Organizer

Clarksville, Indiana

01/2010 - 02/2024

* Collected, arranged and input information into database

system,

Evaluated business requirements, leveraging information to

forecast costs relating to hardware, software and consulting

Tracked and analyzed reports to determine needed

improvements.

Boosted customer experiences by delivering superior

customer service, issue resolution and merchandising.

Managed costs and quality of Professional Organizer.

Developed and updated tracking spreadsheets using

Microsoft Excel.

Developed several effective improvement plans throughout

the years.

Connextions Inc. - Insurance Agent

Jeffersonville, IN

07/2010 - 12/2015

* Determined client needs and financial situations by listening

and scheduling fact-finding appointments.

Determined financial needs by assessing existing coverage

and aligning new products and services with long-term

goals

Explained advantages, features and disadvantages of various

policies to promote sale of plans, boosting overall sales.

Presented financial well-being education to groups of over

25 people to cultivate new business and increase financial

knowledge of customer base.

* Upsold additional products and services after identifying

customer needs and requirements.

Scheduled fact-finding appointments and consultations to

determine client needs and overall financial situations.

Maintained high standards of customer service by building

relationships with clients.

Obtained underwriting approval by completing application

®%_ ad38it@r.postjobfree.com

& 812-***-****

205 South State Steet, Indiana

47129

Skills

Reading comprehension

* Teamwork

Computer skills

Written Communication

* Training & Development

* Flexible & Adaptable

* Detail-oriented

* Microsoft Office

* Teambuilding

Verbal and written

communication

* Critical thinking

Cultural awareness

* Good telephone etiquette

* Adaptability

* Basic math

Organization and Time

management

Collaboration

Conflict resolution

Education

05/2006

Charlestown Senior High School

Charlestown, IN

High School Diploma : General

Studies

08/2010

Connextions Llc.

Jeffersonville Indiana

Insurance License : Insurance

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