Kierra Oconnell
Joliet
Summary
Experienced in insurance sales with focus on team collaboration and customer service. Possess strong interpersonal skills to foster lasting client relationships, resulting in high policy retention rates. Previous role involved educating clients on product offerings, identifying coverage gaps, and providing solutions that mitigate risk and provide security. Strengths include problem-solving, goal orientation, communication skills, and ability to adapt to changing market trends.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Insurance Sales Team Member
State Farm
Joliet
01.2021 - Current
- Developed and maintained strong client relationships, ensuring tailored insurance solutions to meet diverse customer needs.
- Conducted thorough policy reviews, identifying gaps and enhancing coverage options to improve client satisfaction and retention.
- Trained and mentored new team members, fostering a collaborative environment that improved overall team performance.
- Streamlined internal processes, enhancing workflow efficiency and reducing processing time for policy applications and claims.
- Processed payments from clients promptly while ensuring accuracy of billing information.
- Collaborated with other departments within the organization such as Claims Adjusters or Underwriters when necessary.
- Responded promptly to inquiries from current or potential customers regarding their existing policies or new ones being considered.
- Provided ongoing training sessions for new employees on topics such as sales techniques and product knowledge.
- Conducted phone interviews with prospective customers in order to assess their needs and provide appropriate solutions.
- Provided technical support to clients regarding their insurance policies and procedures.
- Gathered and analyzed data on customer preferences, purchasing habits, and demographics to develop marketing strategies for insurance products.
- Maintained detailed records of all customer interactions including sales presentations, policy changes, claims filed.
- Participated in weekly team meetings to discuss sales goals, strategies, and new product offerings.
- Generated leads through cold calling, direct mail campaigns, referrals, networking activities.
Assistant Manager
Hot Topic
Joliet
08.2017 - 02.2021
- Led daily operational activities, ensuring optimal inventory management and enhancing team productivity in a fast-paced retail environment.
- Streamlined merchandising processes by implementing visual display standards, resulting in improved customer engagement and sales.
- Trained and mentored new staff on operational procedures and product knowledge, fostering a collaborative team culture.
- Managed cash handling and daily financial reconciliation, ensuring accuracy and compliance with company policies.
- Managed customer service inquiries and complaints in a timely manner.
- Ensured compliance with safety regulations and company policies.
- Resolved conflicts between team members in an effective manner.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Established processes for monitoring customer satisfaction levels.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Bachelor of Arts - Psychology
Eastern Illinois University
Charleston, Illinois, IL 01.2023 - 05.2025
Skills
- Client relationship management
- Policy review
- Workflow optimization
- Payment processing
- Customer inquiries
- Technical support
- Cash handling
- Inventory management
- Customer service
- Conflict resolution
- Customer satisfaction monitoring
- Policy analysis
- Email marketing
- Policy adjustment
- Account management
Languages
American Sign Language
Elementary
Certification
- Licensed in Illinois Auto and Fire insurance sales
Timeline
Bachelor of Arts - Psychology
Eastern Illinois University
01.2023 - 05.2025
Insurance Sales Team Member
State Farm
01.2021 - Current
Assistant Manager
Hot Topic
08.2017 - 02.2021