Heather Klein
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Heather Klein Email & Phone Number

Transportation Fleet Account Executive and Trainer, CISR, STAR at TRICOR Insurance
Location: Platteville, Wisconsin, United States 6 work roles 3 schools
1 work email found @tricorinsurance.com 1 phone found area 608 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email h****@tricorinsurance.com
Direct phone (608) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Transportation Fleet Account Executive and Trainer, CISR, STAR
Location
Platteville, Wisconsin, United States
Company size

Who is Heather Klein? Overview

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Quick answer

Heather Klein is listed as Transportation Fleet Account Executive and Trainer, CISR, STAR at TRICOR Insurance, a with 247 employees, based in Platteville, Wisconsin, United States. AeroLeads shows a work email signal at tricorinsurance.com, phone signal with area code 608, and a matched LinkedIn profile for Heather Klein.

Heather Klein previously worked as Transportation Account Executive, CISR, STAR at Tricor Insurance and Account Service Representative at Cottingham & Butler. Heather Klein studied at University Of Wisconsin-Platteville.

Company email context

Email format at TRICOR Insurance

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{first_initial}{last}@tricorinsurance.com
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AeroLeads found 1 current-domain work email signal for Heather Klein. Compare company email patterns before reaching out.

Profile bio

About Heather Klein

Over 15 years working in the insurance industry has provided the opportunity to develop and enhance my professional skill set. Nearly all of those years have been specialized in transportation. Although I have previously managed service departments in my past, I have spent the majority of my working career developing my professional palette in the trucking field. This niche holds a special place in my heart. I enjoy the eccentric personalities and relationships I have developed and encountered over the years. Providing exceptional and knowledgeable service is important to me and I am always eager to continue working on becoming more well-rounded.

Listed skills include Customer Service, Microsoft Office, Team Building, Administration, and 19 others.

Current workplace

Heather Klein's current company

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TRICOR Insurance
Tricor Insurance
Transportation Fleet Account Executive and Trainer, CISR, STAR
lancaster, wisconsin, united states
Employees
247
AeroLeads page
6 roles

Heather Klein work experience

A career timeline built from the work history available for this profile.

Transportation Fleet Account Executive And Trainer, Cisr, Star

Current

● Provide top-noche client experiences with reliable, timely and proactive communication and risk assessment to fleet accounts and their affiliates. ● Provide training and development assistance to the transportation department.● Accurate data entry on all daily tasks.● Provide assistance in the continued development of the transportation department by reviewing and assisting with the progress of workflows, mentoring new hires and providing positive feedback to enhance the customer and employee experience.● Working productively as a team within and outside the department to enhance the products offered to clients.● Continue to develop self-knowledge and skill set through classes and educational opportunities of growth and assist other team members with their development of knowledge and skill set.● Provide assistance to sales producers and the marketing team on current and new clients by completing applications, collecting client information, presenting quotes and occasionally binding coverage as needed.

Dec 2023 - Present

Transportation Account Executive, Cisr, Star

Platteville, Wi

● Provide top-noche client experiences with reliable, timely and proactive communication and risk assessment.● Accurate data entry on all daily tasks.● Provide assistance in the continued development of the transportation department by reviewing and assisting with the progress of workflows, mentoring new hires and providing positive feedback to enhance the customer and employee experience.● Working productively as a team within and outside the department to enhance the products offered to clients.● Continue to develop self-knowledge and skill set through classes and educational opportunities of growth and assist other team members with their development of knowledge and skill set.● Provide assistance to sales producers and the marketing team on current and new clients by completing applications, collecting client information, presenting quotes and occasionally binding coverage as needed.

Jun 2012 - Dec 2023

Account Service Representative

Job description still pending....in training for this position as well as continuing Client Service Rep duties.

May 2012 - Jun 2012

Client Service Representative

● Responsible for accurate and timely data entry.● Analyzed and processed all transportation certificates of insurance.● Provided assistance and answered phone calls and emails for the certificate hotline on coverage questions and certificate of insurance.● Provide assistance to account managers where needed.● Continued training towards development to the account manager level

Aug 2008 - May 2012

Assistant Service Desk Manager

Piggly Wiggly Hartland, Wi

● Provided support, training and development for all front end cashiers.● Handled and maintained accurate front end money, cashier drawers and deposits, daily front end bookwork and opening and closing procedures for the front end of the store.● Developed and maintained video services including initiating prosecution for severely delinquent accounts.● Lead cashier meetings for updates and training.● Developed and maintained a cashier incentive program.● Supervised and directed cashiers on daily tasks

Jul 2006 - Jun 2008

Department Manager/Floor

K-Mart In Platteville, Wi

Helped customers with questions, answered phone calls, stocked shelves, ordered merchandise, hung sales tags, mixed paint, lay-a-ways, hunting and fishing licensing and all garden shop duties. I’ve helped in every department throughout the store and covered many departments at one time. I filled in many months as department manager in electronics and the garden shop. I was responsible for both departments at the same time and supervising the other employees on daily tasks. I helped check in truck loads as well as taking care of all the plants and trees, assisting customers, loading merchandise into vehicles and ordering all supplies.

Apr 2004 - Jul 2006
Team & coworkers

Colleagues at TRICOR Insurance

Other employees you can reach at tricorinsurance.com. View company contacts for 247 employees →

3 education records

Heather Klein education

FAQ

Frequently asked questions about Heather Klein

Quick answers generated from the profile data available on this page.

What company does Heather Klein work for?

Heather Klein works for TRICOR Insurance.

What is Heather Klein's role at TRICOR Insurance?

Heather Klein is listed as Transportation Fleet Account Executive and Trainer, CISR, STAR at TRICOR Insurance.

What is Heather Klein's email address?

AeroLeads has found 1 work email signal at @tricorinsurance.com for Heather Klein at TRICOR Insurance.

What is Heather Klein's phone number?

AeroLeads has found 1 phone signal(s) with area code 608 for Heather Klein at TRICOR Insurance.

Where is Heather Klein based?

Heather Klein is based in Platteville, Wisconsin, United States while working with TRICOR Insurance.

What companies has Heather Klein worked for?

Heather Klein has worked for Tricor Insurance, Cottingham & Butler, Piggly Wiggly Hartland, Wi, and K-Mart In Platteville, Wi.

Who are Heather Klein's colleagues at TRICOR Insurance?

Heather Klein's colleagues at TRICOR Insurance include Kim Schumacher, Stephanie Needham, Jada Hill, Esther Ng, and Mitch Langkamp, Cpia.

How can I contact Heather Klein?

You can use AeroLeads to view verified contact signals for Heather Klein at TRICOR Insurance, including work email, phone, and LinkedIn data when available.

What schools did Heather Klein attend?

Heather Klein studied at University Of Wisconsin-Platteville.

What skills is Heather Klein known for?

Heather Klein is listed with skills including Customer Service, Microsoft Office, Team Building, Administration, Hiring, Powerpoint, Retail, and Insurance.

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