Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Kacy Stoll

Sterling

Summary

Dynamic Insurance Account Representative with extensive experience at Mary J Hitchcock - State Farm Agent. Expert in policy analysis and relationship building, achieving high customer retention through personalized service. Licensed in VA, MD, DC, and WV, I excel in problem-solving and compliance, ensuring clients maximize their insurance benefits effectively.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Insurance Account Representative

Mary J Hitchcock - State Farm Agent
Sterling
12.2012 - Current
  • Managed client accounts and maintained accurate policy information.
  • Provided exceptional customer service to resolve insurance inquiries.
  • Educated clients on coverage options and policy benefits.
  • Developed strong relationships with clients to enhance retention efforts.
  • Responded promptly to customer emails and phone calls relating to their policies.
  • Developed strategies to cross-sell additional products to existing clients.
  • Resolved billing issues related to policy changes or cancellations.
  • Gathered information from clients to create customized insurance plans.
  • Managed multiple accounts simultaneously while meeting deadlines for each one.
  • Provided quotes on insurance premiums based on customer requirements.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Achieved repeat business and referrals through personalized services.
  • Explained complex insurance terms and coverage options to customers.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Advised customers on how best they can utilize their available benefits effectively.

Education

High School Diploma -

Pinkerton Academy
Derry, NH
06-2002

Some College (No Degree) -

Sophia Learning
Online

Skills

  • Account management
  • Customer relationship management
  • Sales strategy development
  • Client education
  • Effective communication
  • Time management
  • Client needs analysis
  • Licensing requirements
  • Policy analysis
  • Product knowledge
  • Problem solving
  • Compliance regulations
  • Relationship building
  • Goal-oriented mindset
  • Analytical skills
  • Continuous improvement
  • Billing inquiries
  • Insurance coverage verification
  • Customer retention

Certification

  • Insurance Licenses held in VA, MD, DC and WV for property, casualty, life, health
  • Notary Public VA
  • Bank Certified VA, MD, DC, and WV

Affiliations

Reading, foodie, travel, and recovery

Timeline

Insurance Account Representative

Mary J Hitchcock - State Farm Agent
12.2012 - Current

High School Diploma -

Pinkerton Academy

Some College (No Degree) -

Sophia Learning
Kacy Stoll