Sales, Customer Service
Resume:
Kathleen M. DeTroyer
Fowlerville, MI 48836
**********@*****.***, 517-***-****
Objective:
To seek a position that will allow me to utilize my experience, enthusiasm, leadership skills and
dedication in order to achieve the highest level of success in a competitive environment.
Experience:
Visionary Medical Systems, Account Manager (2/2011 – 8/2011), Tampa, FL
Consulting directly with health care providers. Providing custom solutions intended to maximize
efficiency/profitability that combines technology, existing clients’ assets, and small medical
practice workflow processes.
Providing Medical Practice Management software used for and scheduling, electronic insurance
billing, and patient billing.
Providing Electronic Medical Record solutions that include paperless charting, digital
documentation, e-prescribing, and chronic disease management.
Clientele include small and medium sized outpatient practices.
Citizens Insurance Company, Insurance Service Professional (8/2009 – 2/2011), Howell, MI
Minimum average of 50-60 calls taken daily.
Proficient in the use of Sales Force software to track sales.
Company expectations were 60 up sales and 30 cross sales expected monthly.
Consistently averaged 70 up sales and 50 cross sales a month.
Achieved 97% first call resolution on a monthly basis.
Excellent organizational skills used in order to obtain resolution on all phone calls.
High volume sales, servicing, and underwriting of all insurance products.
Consistently exceeding top sales rankings within the Customer Service call center.
Strong teamwork, multi-tasking, and follow-up skills to ensure customer satisfaction.
State Farm Insurance Agency, Licensed Agent (2002 – 2009), Fowlerville, MI
Sales of Personal Lines Insurance products, such as Auto, Homeowners and Life policies.
Built and maintained quality relationships with customers for business retention.
Serviced all existing insurance policies within the agency.
Village Grounds Café, Business Owner, (1998 – 2000), Fowlerville, MI
Created and maintained a business plan that led to the success of a brand new coffee shop.
Participated strongly and very much involved in all community-building events.
Effectively managed five employees and ensured their continued success by providing them with
exceptional customer service skills.
Secura Insurance Company, Customer Service Representative, Commercial Lines
(1996-1998) Okemos, MI
Responsible for rating multiple lines of commercial insurance products. These included policies
such as commercial packages, workers compensation and commercial auto insurance.
Consistently and professionally delivered final products of the highest quality.
Developed a team concept that was instrumental in improving teamwork and efficiency.
Citizens Insurance Company, Commercial Lines Rating, (1994-1996), Howell, MI
Responsible for the rating of multiple lines of commercial insurance products.
Processed various policy changes through direct contact with agents within the boundaries of my
authority.
Citizens Insurance Company, Personal Lines Underwriting, (1988 – 1994), Howell, MI
Responsible for the underwriting of personal auto policies within my authority.
Performed underwriting assistant tasks within the Customer Service area.
In addition to underwriting responsibilities, I was responsible for direct contact with customers
who had policy concerns.
Education:
Agency Licensing School
Property, Life and Health License, 2002, East Lansing, MI
Cleary University
Bachelor of Science Business Management, 1995, Howell, MI
Insurance Institute of America
Certificate in General Insurance, 1991, East Lansing, MI
Lake Superior State University
General Studies, (1982 – 1984), Sault Saint Marie, MI
REFERENCES
Joshua Dinkins
Account Manager, Visionary Provider Solutions
19131 Beckett Dr.
Odessa, FL 3356
***********@*****.***
Leesa Smith
Operations Manager, Digicon
7329 Mariposa Dr.
Manassas, VA 20112
****.*****@**********.***
Steve House
Aetna Insurance Company
Contact this candidate