Kelsey Evans Email & Phone Number

United States

Columbia, Missouri, United States

Columbia, Missouri, United States

• Demonstrate successful product line expansion for existing customers.• Develop leads, ask for referrals, and schedule youthful onboarding appointments for the agent.• Assist new customers moving from out-of-state with transferring their policies to Missouri• Assist the customer with home and/or auto claims and explain coverages. • Daily service work to maintain customer retention. • Manage service follow-up from quotes provided throughout the week.

Columbia, Missouri, United States

• Maintained customer relationships and followed-up with customers, as needed.• Generated leads through referrals and cross-selling based on the customers’ needs to our existing book of business.• Achieved goals set by the agent on a monthly basis for customers brought into the office for Insurance and Financial reviews.• Assisted customers with claim handling within the scope of authority for the office.

Columbia, Missouri, United States

• Handled auto claims for Missouri. • Reviewed medical bills, medical records and attorney demands. • Issued maximum payment allowed according to benefit under first party medical payments coverage. • Recorded facts of loss from insured after accident.• Trained new hires and temporary hires.• Communicated with third party vendors to locate where vehicle had been towed after a loss.• Request police reports using Lexis Nexis to obtain information from accident to assist with liability decisions.

General Studies With An Emphasis In Marketing

Marketing Research