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Work Background
Kansas InsuranceInsurance Consultant / Marketing Coordinator
Sep. 2016 - Dec. 20243801 W. 6th St Lawrence KS• Delivered high-quality customer service to policyholders, ensuring client satisfaction and retention.
• Managed and optimized policy sales while maintaining underwriting compliance.
• Developed and executed marketing strategies across social media, direct mail, and the agency website.
• Cross-sold relevant products to existing customers to enhance their coverage.
• Took lead in staying up to date with agency technology and served as the agency expert for the Applied Epic agency management system.
• Created help guides and instructional videos for staff and coworkers to enhance system utilization and efficiency.
INTRUST BankTeller
Jun. 2013 - Sep. 2016901 Vermont St, Lawrence KS 66044• Served customers by completing account transactions
• Provided customer service in person and via phone
• Utilized needs based selling for products
• Complied with bank operations and security procedures by participating in all dual-control functions, maintaining customer traffic surveys, auditing other tellers’ currency, and assisting in certification of proof
Kansas InsuranceCustomer Service Representative
Jun. 2011 - May. 2013Lawrence, Kansas Area• Organized files as well as scanned files to improve filing system
• Helped renew and/or cancel policies of clients as needed
• Provided assistance via phone for policyholders
Bismarck GardensPurchasing Associate/Junior Personnel Trainer
Jun. 2008 - Jul. 2012Lawrence, Kansas Area• Assisted in sales and marketing • Worked as cashier
• Trained new employees on procedures
• Aided customers with purchases
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