Kailey Korney
Camrose,AB
Summary
Dynamic and results-oriented professional with a proven track record, excelling in policy analysis and fostering strong client relationships. Leveraged expertise in coverage recommendations and upselling to enhance customer satisfaction and retention. Skilled in client needs analysis, demonstrating a significant impact on sales and support through strategic relationship building while providing client-based solutions.
Overview
13
13
years of professional experience
Work History
Associate Insurance Advisor
Camrose Insurance/Financial Solutions Ltd.
03.2022 - Current
- Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension and ensuring adequate coverages.
- Prepared proposals and renewals, sales, and policy servicing for home, auto, commerical, life insurance and group benefits solutions.
- Needs analysis and data collection to ensure appropriate products and adequate coverages.
- Insurance and financial advising.
- Licenses: General Level 1, Accident & Sickness, LLQP.
Service Account Executive
Edge Innovations Inc.
01.2022 - 03.2022
- Developed strong relationships with clients through consistent communication and attentive service.
- Negotiated contract terms with customers, securing mutually beneficial agreements that supported long-term relationships.
- Enhanced customer satisfaction by effectively addressing and resolving service-related issues.
- Responsible for nurturing client relationships, prospecting and securing service repair projects, and bridging the gap between Sales team and Operations team.
Project Coordinator
Edge Innovations Inc.
05.2021 - 01.2022
- Improved client satisfaction with timely updates and transparent communication throughout the project lifecycle.
- Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
- Maintained accurate documentation of all projects, facilitating efficient audits and future reference.
- Collaborated with stakeholders to define clear project goals, leading to consistent alignment with expectations throughout the process.
- Support Project Managers and the Operations department with major projects and service work projects of fabric buildings over several scopes of work.
Insurance Agent
Camrose Insurance/Financial Solutions Ltd.
11.2020 - 05.2021
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Responsible to take care of client concerns, renewals, and new policies for home and auto insurance with a solution based approach.
- License: General Level 1
Commercial Sales Lead
FT Aggregates Inc.
03.2014 - 09.2020
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Commercial sales lead responsible for job bidding/RFQ's, billing and contract management/fulfillment.
- Trained, coached, and mentored new sales associates for maximum performance.
- Boosted sales performance by implementing strategic sales plans and effective team management.
- Document control, quality control and communication with stakeholders and sub-contractors.
- Knowledgeable with aggregate specifications for City of Edmonton and Alberta Transportation and the ability to understand sieve analysis and proctor results.
Insurance Agent & Sales Manager
Combined Insurance
01.2012 - 03.2014
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Actively worked in the sales field and managed a small team of sales agents.
- Provided training in sales and product knowledge in office and field.
- Cold-calling, referrals, and existing clients were an avenue to create new sales and future business in my business-for-self position.
- License: Accident and Sickness.
Education
License - Accident & Sickness
Professional Development Training Center
01-2023
License - LLQP
Professional Development Training Center
01-2023
License - General Level 1
Professional Development Training Center
01-2022
Certificate - Operations Management
NAIT
Edmonton01-2021
Certificate - Project Management
NAIT
Edmonton01-2020
Skills
- Policy analysis
- Client needs analysis
- Customer follow-up
- Sales and support
- Coverage recommendations
- Proposals and sales
- Upselling and cross selling
- Retention
- Relationship building
Languages
English
Timeline
Associate Insurance Advisor
Camrose Insurance/Financial Solutions Ltd.
03.2022 - Current
Service Account Executive
Edge Innovations Inc.
01.2022 - 03.2022
Project Coordinator
Edge Innovations Inc.
05.2021 - 01.2022
Insurance Agent
Camrose Insurance/Financial Solutions Ltd.
11.2020 - 05.2021
Commercial Sales Lead
FT Aggregates Inc.
03.2014 - 09.2020
Insurance Agent & Sales Manager
Combined Insurance
01.2012 - 03.2014
License - Accident & Sickness
Professional Development Training Center
License - LLQP
Professional Development Training Center
License - General Level 1
Professional Development Training Center
Certificate - Operations Management
NAIT
Certificate - Project Management
NAIT
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