Kelli Sperling Email & Phone Number

Develop and manage a book of 250+ Agency Partners, by qualifying and consulting on new business submissions using front line underwriting. Proactively work with carrier underwriters to win new, renewal & remarketing opportunities. Subject matter expert for carrier appetites, products, coverages & contracts. Manage Commercial lines book and Private Client book of business for agency.Administration of sub-codes for agency partners with carrier partners. Build and maintain relationships with 15+ carrier partners.Highly Proficient in Salesforce, AMS360, Agency Zoom, all Microsoft Office products

Develop and maintain relationships with agency partners, by qualifying and consulting on personal lines submissions. Proactively work with carrier underwriters to win new, renewal & remarketing opportunities. Subject matter expert for carrier appetites, products, coverages & contracts. Manage Private Client and standard market book of business for agency.

Design and deliver training programs on company technologies, process standards and best practices. Work closely with company leaders and staff to determine training needs, programs, and areas for staff improvement. Maintain and instill business process standards by providing comprehensive training to our staff, at the start of employment throughout their tenure with the company. Collaborate with internal teams to leverage technology, data and proven processes to develop and modify training content and programs for completeness, accuracy and timeliness. Perform training needs assessments. Develop and deliver new content and curriculum to ensure business processes are being consistently followed. Provide ongoing support and mentoring for new employees.

Drove growth by providing our agency partners access to insurance solutions, proactive, growth-focused and customer service. Provided subject matter expertise in all lines of commercial insurance to our agency partners. Developed and maintained collaborative relationships with our agency and carrier partners. Used consultative skills with our agency partners to qualify new business submissions for validity, completeness, accuracy and generated quotes online with a variety of carriers on their behalf. Advised agency partners on opportunity's for new business, account rounding, cross-selling and upselling.

Represented our brand and culture to help increase brand awareness, growth and customer loyalty with our established and new agency partners. Onboarding and mentoring new agency partners thru their first year, establishing good habits, thorough submissions and growth. Created and delivered training on consultative selling skills that will strengthen our customer-product/service relationship.

Drove growth by providing our agency partners access to insurance solutions. Demonstrated and provided subject matter expertise in all lines of personal lines insurance to our agency partners to help grow the business, by account rounding and upselling various products while providing excellent customer service. Developed and maintained collaborative relationships with our agency and carrier partners. Used consultative approach with our agency partners to qualify new business submissions for completeness, accuracy and generated quotes online with a variety of carriers on their behalf.

Westminster, Co

Provide excellent customer service, generate leads and build brand awareness through centers of influence and marketing events. Drive sales of property/casualty and life insurance products by leveraging community relationships, face-to-face contacts, business to business and inbound and outbound telephone calls.

Design, develop, customize and deliver training programs on insurance sales strategies, marketing, and corporate systems, processes, and tools, Support training and retention efforts in CO, UT, AZ, OH, MI, IL, SC, and TX. Design process and procedure enhancements, coordinating with work teams and operational departments. Deliver virtual and live on-boarding and training sessions in group and individual settings. Designated Subject Matter Expert (SME) for multiple functions, product lines (personal, commercial, life, and flood insurance), technology, and business activities. Ensured uniform and streamlined training by creating virtual sales and process training courses and co-creating commercial lines product and sales training courses. Updated current training guides, system processes, and procedures, to meet current standards. Provided outstanding service at On Your Side Centers, thus retaining customers.

Thornton, Co

Promoted to serve as outside sales rep., generating leads and building brand awareness through centers of influence (COI) and marketing events. Drove sales of property/casualty and life insurance products by leveraging community relationships; face-to-face contacts; and inbound and outbound telephone calls. Promptly and accurately answered questions concerning new accounts, product availability, billing and payment options, policy status, and complaints. Revamped and updated training to assure consistency, creating PowerPoint presentations to train new hires and shadowing CO and AZ training teams to suggest improvements. Selected to participate in “Seemless initiative” with Denver Market and Nationwide Sales Solutions. Received awards and leadership recognition in 2014 for achieving 140% of property and casualty sales goal and 100% Life sales goal. Managed marketing events for all Colorado locations.

Golden, Co And Thornton, Co

Sales & Service property/casualty insurance products. Resolved issues concerning accounts, products, billing, and other customer inquiries. Processed policy changes, following up with customers as needed. Recognized in 2013 for attaining 250% of property and casualty and 100% life sales goals. Achieved 196% of property and casualty sales goal in 2012 and 125% of Life sales goal. Opened new OYSC in Thornton, CO, in 2012, playing essential role in on-boarding and training new hires on systems, product knowledge, and underwriting guidelines. Participated in agency acquisition, Salt Lake City, UT, 2012. Organized and managed Toys for Tots Community Service Project, 2012. Provided exceptional customer service and maintained retention levels for center. Promoted to senior role (above) based on outstanding performance.