Keith Moulin
Charleston
Summary
Experienced with customer relationship management and sales strategies crucial for success in the industry. Utilizes persuasive communication and strategic planning to drive sales growth and client retention. Track record of building strong client relationships and achieving targets through personalized service and effective problem-solving.
Overview
14
14
years of professional experience
3
3
Certifications
Work History
Licensed Sales Producer
Independent Insurance Agency
Office Manager/Senior Sales
Lee Demarest Allstate Agency
01.2016 - Current
- Increased income for agency by 45%, increased agency earned premium over 25 percent in a single year.
- Develop and qualify leads.
- Provide field underwriting determination.
- Produce sales opportunities through networking, cold-calling, and lead generation.
- Canvas to local Realtors and Mortgage brokers.
- Maximize office and business growth and retention through customer service.
- Generate agency revenue while meeting sales quota on a monthly and annual basis.
- Provide management level service to customers and sales leads.
- Train new hires and assist in the hiring process with ownership.
Licensed Sales Agent
Brian Clyburn Allstate Agency
01.2015 - 01.2016
- Develop and qualify leads.
- Provide field underwriting determination.
- Produce sales opportunities through networking, cold-calling, and lead generation.
- Maximize office and business growth and retention through customer service.
- Generate agency revenue while meeting sales quota on a monthly and annual basis.
Fire&Theft Claims Adjuster I
Nationwide Insurance
01.2014 - 01.2015
- Collaborated with SIU and claims advocate to provide a streamlined claims experience for clients.
- Specialized in Auto Fire and Theft claims.
- Assessed and processed total loss claims as part of the overflow team.
- Determined value of loss, provided temporary transportation for clients.
Member Care Representative III
Nationwide Insurance
01.2011 - 01.2014
- Analyzed customer problems and created the best solution.
- Utilized underwriting rules and regulations and collaborated with team lead for customer solutions.
- Acted as team lead and new hire trainer.
- Handled personal lines training as part of a team for service and underwriting associates.
Education
Bachelor of Arts -
Otterbein University
Westerville, OH 05.2001 -
Skills
Insurance sales expertise
Product presentation
Client relationship management
Client service
New business generation
Customer retention
Team training and development
Client account management
Teamwork
Problem-solving abilities
Multitasking Abilities
Excellent communication
Certification
Property and Casualty License(Active)
Timeline
Office Manager/Senior Sales
Lee Demarest Allstate Agency
01.2016 - Current
Licensed Sales Agent
Brian Clyburn Allstate Agency
01.2015 - 01.2016
Fire&Theft Claims Adjuster I
Nationwide Insurance
01.2014 - 01.2015
Member Care Representative III
Nationwide Insurance
01.2011 - 01.2014
Bachelor of Arts -
Otterbein University
05.2001 -
Licensed Sales Producer
Independent Insurance Agency
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