Summary
Overview
Work History
Education
Skills
Websites
Certification
Interests
Timeline
Generic

Vallie Liann Kummer

Butler

Summary

Dynamic Senior Licensed Life Insurance Advisor with deep experience in insurance field, bringing comprehensive knowledge of policy options, risk assessment, and client needs analysis. Strong emphasis on team collaboration and driving results, ensuring adaptability to evolving client and business requirements. Skilled in customer engagement, relationship management, and strategic planning, with proven track record of fostering trust and delivering tailored insurance solutions. Reliable, flexible, and consistently focused on achieving optimal outcomes for clients and organization. Seeking to build on acquired skills and advance to a field suited for previous experience with AutoCAD.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Licensed Life Insurance Advisor

Insurance Supermarket International
09.2024 - Current
  • Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
  • Participated in ongoing professional development to stay current on industry developments and enhance advisory skills.
  • Maximized productivity by consistently reviewing internal processes and suggesting improvements for better efficiency.
  • Fully equipped work-from-home environment, ensuring a distraction-free workspace compliant with HIPAA and other federal regulations.

Office Manager

JMP Benefits Group
05.2021 - 05.2024
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Heavy Glass Estimator

United Plate Glass
02.2020 - 03.2021
  • Used AutoCAD and CAD-based programs to create estimates quickly and accurately, tailoring to client needs while adhering to safety and industrial standards and limitations.
  • Established a reputation for delivering reliable and accurate estimates, resulting in increased client trust and repeat business opportunities.
  • Specialized in heavy glass shower hardware inventory management and gathered cost and material data for accurate and up-to-date information on lead times and availability.


Commercial and Personal Lines Insurance Agent

A&P Insurance Agency
05.2015 - 11.2019
  • Increased customer satisfaction by providing personalized insurance solutions customized to individual needs.
  • Reduced processing errors by implementing strict quality control measures while handling sensitive client information.
  • Enhanced sales skills through ongoing training initiatives, continuing education, and studies in tort litigation and underwriting.
  • Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.

Education

AutoCAD Certification

Penn Foster
Scranton, PA

Insurance And Risk Management

Insurance Educational Systems
Raleigh, NC

Skills

  • Attentive to detail
  • Strong interpersonal skills
  • Needs analysis
  • Leadership qualities
  • Proven track record of exceptional sales expertise
  • Familiarity with CRM technology
  • Policy customization
  • Brand building

Certification

  • AutoCAD Certified
  • Licensed Insurance Producer for the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, ND, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Interests

Animal lover and proud dog mom, musician, home chef

Timeline

Senior Licensed Life Insurance Advisor

Insurance Supermarket International
09.2024 - Current

Office Manager

JMP Benefits Group
05.2021 - 05.2024

Heavy Glass Estimator

United Plate Glass
02.2020 - 03.2021

Commercial and Personal Lines Insurance Agent

A&P Insurance Agency
05.2015 - 11.2019

AutoCAD Certification

Penn Foster

Insurance And Risk Management

Insurance Educational Systems

Similar Profiles

CREATE PROFILE
Vallie Liann Kummer