Kevin Harvey
Temecula
Summary
Dynamic and results-oriented Insurance Broker and Manager with a proven track record at Gritly Insurance Company, achieving an 80% policyholder retention rate. Excelled in commission-based sales and demonstrated exceptional communication skills. Known for being a proactive team player, I consistently exceeded customer expectations by delivering personalized insurance solutions and fostering meaningful relationships. Treating people like people is the best result.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Broker and Manager
Gritly Insurance Company
02.2021 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Evaluated accuracy and quality of data entered into agency management system.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Sold Commercial and Profession insurance policies to new and existing customers.
- Retained 80% of policyholders during annual renewal period.
Church Intern
Faith Bible Church
06.2018 - 08.2021
- Developed meaningful relationships with church members, providing pastoral care and support to those in need.
- Managed logistical aspects of special events like retreats or conferences held by the church, ensuring smooth operations throughout each gathering.
- Volunteered at church-sponsored outreach events, providing polite, friendly representation.
- Maintained church grounds to upkeep clean, safe and tidy presentation.
- Helped with special events such as Vacation Bible School to coordinate resources, spaces, and schedules.
- Taught Sunday school classes to impart values of faith.
- Assisted with organizing religious activities and services.
Small Business Owner
Savor the Scenery
08.2013 - 12.2017
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
Education
M.DIV - Pastoral Ministry
Shepherds Theological Seminary
Cary, NC05-2028
Bachelor of Arts - Business And Communication
Liberty University
Lynchburg, VA06-2018
High School Diploma -
Murrieta Valley High School
Murrieta06-2012
Skills
- Proactive team player
- Driven
- Sales presentations
- Commission-based sales
- Skilled negotiator
- Excellent communication skills
Accomplishments
- Supervised team of 8 staff members.
Certification
- Certificate of Insurance
Rookie of the Year- Sales
Competed against 12 other brokers, beating them.
Timeline
Insurance Broker and Manager
Gritly Insurance Company
02.2021 - Current
Church Intern
Faith Bible Church
06.2018 - 08.2021
Small Business Owner
Savor the Scenery
08.2013 - 12.2017
M.DIV - Pastoral Ministry
Shepherds Theological Seminary
Bachelor of Arts - Business And Communication
Liberty University
High School Diploma -
Murrieta Valley High School
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