Kelli-Ann Bailey
Moncks Corner,SC
Summary
Professional with strong expertise in personal lines insurance, ready to drive impactful results. Demonstrates high standard of service, effective problem-solving, and strong analytical abilities. Known for fostering team collaboration, adapting to changing needs, and consistently delivering reliable solutions. Skilled in policy management, client relations, and risk assessment, trusted for dependability and results-driven approach.
Overview
4
4
years of professional experience
2015
2015
years of post-secondary education
6
6
Certifications
1
1
Language
Work History
Personal Lines Account Manager
Afore Insurance Services
07.2025 - Current
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
- Facilitated smooth transitions during times of company growth or restructuring by adapting quickly to new systems and processes while maintaining high-quality service standards.
- Maintained up-to-date knowledge of industry trends and regulations, allowing for informed recommendations to clients regarding their insurance needs.
Personal Lines Account Manager
Renegade Insurance
07.2023 - 07.2025
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Collected premiums on or before effective date of coverage.
- Educated clients on insurance policies and procedures.
Member Support Specialist
Branch
03.2023 - 07.2023
- Enhanced member satisfaction by promptly addressing and resolving inquiries and concerns.
- Maintained detailed records of all member interactions, ensuring accurate documentation for future reference or follow-up actions needed.
- Served as a liaison between internal departments including billing, technical support, sales and marketing when necessary to resolve customer escalations.
- Proactively identified potential issues affecting members and escalated them to appropriate departments for swift resolution.
- Streamlined support process for quicker resolution times, ensuring timely assistance to members.
Insurance Producer & Client Services Representative
Vivint Insurance Agency
05.2022 - 03.2023
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Adhered to all regulations for insurance sales.
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
Education
High School Diploma -
CHASC- LCHEA - Ladson, SC
Ladson05.2014
Skills
Industry regulations
Insurance products
Policy administration
Customer follow-up
Teamwork and collaboration
Customer service
Problem-solving
Time management
Data entry
Certification
Property & Casualty License May 2021 to May 2026
Languages
5
Timeline
Personal Lines Account Manager
Afore Insurance Services
07.2025 - Current
Personal Lines Account Manager
Renegade Insurance
07.2023 - 07.2025
Member Support Specialist
Branch
03.2023 - 07.2023
Insurance Producer & Client Services Representative
Vivint Insurance Agency
05.2022 - 03.2023
High School Diploma -
CHASC- LCHEA - Ladson, SC