Kody Nealis
Fort Wayne
Summary
Dynamic Licensed Insurance Sales Agent with a proven track record at Select Quote, enhancing client retention and streamlining policy processes. Excelled in customer service and policy analysis, achieving significant sales quotas. Demonstrated expertise in CRM software and a knack for fostering strong client relationships, contributing to sustained business growth.
Developed strong client relations and communication skills in fast-paced insurance environment. Demonstrated proficiency in sales and customer service, consistently delivering tailored solutions to meet clients' needs. Seeking to transition into new field, leveraging these transferable skills to achieve impactful results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Select Quote
09.2021 - Current
- Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
Vacuum Truck Operator
Berry-IT Inc.
12.2018 - 12.2019
- Contributed to increased clientele by maintaining a clean driving record and representing the company professionally while on the road.
- Enhanced workplace safety by performing regular maintenance checks on the vacuum truck.
- Maintained company equipment inventory, ensuring sufficient supplies were available for each project''s completion without delays.
- Ensured compliance with environmental regulations by properly disposing of waste materials collected from job sites.
Traveling Sales Representative
Car Brite
05.2017 - 12.2018
- Boosted overall sales revenue by effectively managing a diverse portfolio of products and strategically upselling to existing customers.
- Expanded the company''s market share by identifying new business opportunities and establishing strong relationships with potential clients.
- Optimized travel routes for better coverage of assigned territories, reducing travel expenses while improving overall reachability to potential clients.
- Demonstrated excellent problem-solving skills when addressing customer concerns or resolving disputes promptly and professionally.
Education
High School Diploma -
Wabash High School
Wabash, IN05-2011
Skills
- Policy analysis
- Cold calling
- CRM software
- Customer service
- Licensed insurance agent
- Appointment management
- Customer retention
- Team training and development
- Account management
- Client retention
- Sales quota achievement
Certification
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
Timeline
Licensed Insurance Sales Agent
Select Quote
09.2021 - Current
Vacuum Truck Operator
Berry-IT Inc.
12.2018 - 12.2019
Traveling Sales Representative
Car Brite
05.2017 - 12.2018
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
High School Diploma -
Wabash High School
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