Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keri Sullivan

Bally

Summary

Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, retention, quoting and effective communication with clients.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Agent

Univest Insurance LLC
05.2022 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Remarketing accounts with 20% increases on renewals
  • Agency billed surplus lines management

Insurance Agent

Grundy Worldwide
11.2014 - 05.2022

Grundy Worldwide insures collector / car show quality vehicles not used on a daily basis.

  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.

Education

High School Diploma -

Northeast High School
Philadelphia, PA

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client retention
  • Account management
  • Policy renewals
  • Property insurance
  • Auto insurance
  • Policy adjustment

Certification

  • Licensed P & C Insurance Agent in PA.

Timeline

Insurance Agent

Univest Insurance LLC
05.2022 - Current

Insurance Agent

Grundy Worldwide
11.2014 - 05.2022

High School Diploma -

Northeast High School
Keri Sullivan