Insurance Professional with 5+ Years Experience
Resume:
Kimberly Long
Thomaston, GA *****
**********@*****.***
Professional Summary
Dedicated insurance professional with over 5 years of experience in Property & Casualty, Life, and Health insurance. Strong background in sales, customer service, policy management, and client retention.
Work Experience
Financial Advisor
Nicholas Siciliano Allstate Agency-San Marcos, TX
July 2025 to Present
Licensed sales produce property and casualty insurance Financial Advisor
Nicholas Siciliano Allstate Agency-San Marcos, TX
January 2025 to Present
• Licensed Property & Casualty sales producer
• Assist clients with policy reviews and insurance recommendations
• Generate new business through cross■selling and referrals Licensed Insurance Agent
Max Charleus Allstate-Norcross, GA
January 2024 to December 2025
• Managed customer policies and renewals
• High■volume inbound/outbound calling
• Improved retention with proactive service
Licensed Insurance Agent
Max Charleus Allstate-Norcross, GA
January 2024 to July 2025
Licensed sales producer
Manage customer policies
Inbound/outbound calling
Cross selling
Licensed Insurance Sales Agent
State Farm-Zebulon, GA
January 2021 to December 2023
• Sold auto, life, and health insurance
• Processed policy changes
• Educated customers on tailored coverage options
Licensed Insurance Sales Agent
state farm-Zebulon, GA
April 2021 to February 2023
Call leads, assist customers with policy changes, actively sell auto/life/health insurance Customer Service Manager
Ingles Markets-Griffin, GA
January 2013 to December 2021
• Managed scheduling, hiring, training
• Completed bookkeeping, deposits, money orders, Western Union
• Resolved escalated customer issues
Customer Service Manager
Ingles Markets-Griffin, GA
April 2013 to March 2021
Bookkeeping, cashier, assist customers, deposits, scheduling, hiring, reset plan o grams, sell money orders, western union transactions, lottery
Education
Accounting (Some college)
Northwest college-Powell, WY
January 2010 to January 2011
High school diploma or GED
Skills
• Social media platforms
• Insurance renewal reminders
• Business insurance sales
• Managing client accounts
• Sales team management - Largest sales team managed (1-5 team members)
• Cross
• Needs
• Cold Calling
• Typing
• Accounts Receivable
• English
• Customer relationship management
• Deal closing
• Insurance policy review
• Windows
• Annual increase in new customer acquisition
• Command selling
• Account Reconciliation
• Closing sales leads - Average sales lead-to-close time (Less than 1 month)
• Health insurance knowledge
• Upselling
• Analysis skills
• B2B
• Insurance claims assistance
• Proposal software
• Insurance regulation
• Prospecting
• Home insurance sales
• Auto insurance sales
• E-signature software
• Needs-based selling
• Sales
• Conducting sales calls
• Data entry
• GAP selling
• Video conferencing software
• Project management
• HIPAA
• Contract negotiation
• Contracts
• Negotiation
• Account Management
• Value-based selling
• Solution selling approach
• Client education/training
• Consultative selling
• Policy Reviews
• New customer acquisition - Increase in new customer acquisition (More than 75%)
• Based Selling
• Office Management
• Property casualty insurance
• Organizational skills
• Annual increase in new customer acquisition (1-10%)
• Banking
• Insurance issue resolution
• Microsoft Office
• Communication skills
• Generating premium income - Largest amount of annual premium income generated ($1-$100,000)
• Identifying new business opportunities
• CRM software
• Client Retention
• Achieving sales targets - Sales targets achieved (90-100%)
• Client relationship development
• Independent insurance agency experience
• Phone etiquette
• Selling
• Customer service
• Computer skills
• Client referrals
• Driving
• Lead generation
• Life insurance sales
• Presentation software
• Case management
• Health insurance sales
• Client base expansion experience - Client base expansion experience (3-6 years)
• Financial services
• Delivery driver experience
• Large insurance company experience
• HIPAA compliance
• Telemarketing
• Closing sales
• Customer support
• Insurance policy presentations
• Challenger selling
• Conceptual selling strategy
• Commercial insurance knowledge
• Microsoft Excel
• Cross-selling
• Insurance Sales
• Online marketing
• Bookkeeping
Certifications and Licenses
Personal Lines License
Property & Casualty License
Life & Health Insurance License
Driver's License
Driver's License
July 2019 to July 2027
Property & Casualty License
July 2021 to July 2026
Fully licensed in Georgia and Alabama
Life licensed in Florida
Personal Lines License
December 2023 to July 2025
Life Insurance License
December 2023 to July 2025
ACSR (Accredited Customer Service Representative)
Health Insurance License
Accident & Health Insurance License
Insurance Producer License
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