Kelli Poehler
Burnsville
Summary
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Sheldon Palmes Insurance
05.2023 - 01.2025
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Insurance Customer Service Representative
Fero and Sons Insurance
06.2022 - 05.2023
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
- Documented customer interactions and transactions for accurate, up-to-date records.
Expeditor
Chili's Restaurant
11.2020 - 06.2022
- Trained new expeditors and food runners according to company policies and standards.
- Assisted preparation of food plates, overseeing quality, and appearance.
- Provided exceptional support to kitchen staff during high-volume periods, enabling faster turnaround times without sacrificing quality or presentation standards.
- Increased order accuracy through effective communication between front-of-house and back-of-house teams.
- Reduced wait times for customers, prioritizing and organizing food orders according to table numbers.
- Demonstrated strong knowledge of menu items, regularly assisting servers with questions regarding ingredients or allergens when needed.
- Supported overall restaurant success by stepping in to assist other team members during peak service hours.
- Leveraged strong multitasking abilities to manage competing demands under pressure, consistently delivering high-quality results while maintaining a positive attitude.
- Maintained kitchen productivity, guaranteeing timely preparation, and serving of dishes in alignment with customer specifications.
Office Assistant
Poehler Elevator Interiors
01.2019 - 06.2022
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Completed daily tasks accurately and on-time to support shop needs.
- Maintained a clean and organized shop floor, optimizing space for ease of customer navigation.
- Checked incoming orders and organized new stock.
- Organized shelves to remove slow moving items and add new merchandise.
Restaurant Server
Southern Pig & Cattle
06.2019 - 11.2020
- Cultivated warm relationships with regular customers.
- Maintained a clean and welcoming dining environment for guest comfort and enjoyment.
- Contributed to team success by assisting fellow servers during peak hours, ensuring smooth operations.
- Greeted new customers, discussed specials, and took drink orders.
- Kept server areas clean and stocked to increase efficiency while working tables.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Handled customer complaints professionally, resolving issues promptly to maintain positive relationships.
- Bussed and reset tables to keep dining room and work areas clean.
- Enhanced customer satisfaction by providing attentive and personalized service during busy shifts.
- Managed cash transactions accurately with attention to detail, minimizing discrepancies in daily reports.
- Trained new hires on restaurant policies, procedures, and exceptional customer service standards.
Education
High School Diploma -
Florida Virtual School
Ocala, FL01-2019
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Auto insurance
- Account management
- New client acquisition
Timeline
Insurance Agent
Sheldon Palmes Insurance
05.2023 - 01.2025
Insurance Customer Service Representative
Fero and Sons Insurance
06.2022 - 05.2023
Expeditor
Chili's Restaurant
11.2020 - 06.2022
Restaurant Server
Southern Pig & Cattle
06.2019 - 11.2020
Office Assistant
Poehler Elevator Interiors
01.2019 - 06.2022
High School Diploma -
Florida Virtual School
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