Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kate Floyd

Tucson

Summary

Dynamic Licensed Insurance Agent with a robust background in client service and insurance sales. Skilled in educating clients on policy options and optimizing workflows to enhance operational efficiency. Committed to delivering tailored insurance solutions that meet client needs.

My goal is to provide clients with optimum insurance policies and the best possible

customer service available.

My experience as both an owner and an agent gives me unique insight in meeting both business objectives as well as clients needs.

Specialties: Home, Auto, Renters and Recreational vehicles

As I am winding down my insurance career I am looking for part time but would be willing to work full time if it would eventually work out to part time. I would like full time remote as that is what i have been doing the last 4 years . Results-driven licensed insurance agent with over 10 years of experience in client service and insurance sales. Expertise in educating clients on policy options and enhancing customer satisfaction through effective communication and problem resolution.

Overview

2027
2027
years of professional experience

Work History

Licensed Insurance Agent

NFP Insurance
Tucson
07.2017 - Current
  • Assisted clients in selecting appropriate insurance coverage for their needs.
  • Educated clients on policy options and benefits available through the agency.
  • Processed applications and managed renewals for various insurance policies.
  • Worked full time REMOTE the last 4 years

Owner

Aggressive Auto Insurance
Tucson
2000 - 2016
  • Managed daily operations of auto insurance agency to ensure smooth workflows.
  • Developed and implemented marketing strategies to attract new clients.
  • Trained staff on insurance products and customer service best practices.

Budget Insurance Francise

owner
Tucson
1993 - 2000
  • Completed day-to-day duties accurately and efficiently.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Identified needs of customers promptly and efficiently.
  • Assisted with customer requests and answered questions to improve satisfaction.

Education

High School Diploma -

Amphitheater High School
Tucson, AZ

Skills

  • Insurance policy analysis
  • Workflow optimization
  • Effective communication
  • Time management
  • Insurance sales expertise
  • Client service
  • Problem resolution
  • Policy management
  • Customer service
  • Licensed insurance agent
  • Auto insurance
  • Quotes and sales

Timeline

Licensed Insurance Agent

NFP Insurance
07.2017 - Current

Owner

Aggressive Auto Insurance
2000 - 2016

Budget Insurance Francise

owner
1993 - 2000

High School Diploma -

Amphitheater High School
Kate Floyd