Kristin Guglielmo Email & Phone Number

Springfield, Ma, Us

Springfield, Ma, Us

New York, New York, Us

Spearheaded the merger with May, Bonee, and Walsh, including all accounting, data transfer, carrier, and licensing requirements. Delivered employee benefits and insurance solutions to businesses and individuals. Deployed exceptional communication skills to guide relationship building and boost sales in the middle market sector, focusing on safeguarding the nonprofit sector. Served as a key member of a committee that supports nonprofit female leaders, growing the numbers of attendees, finding speakers, and managing logistics for the events.

Steered operations and strategy development for 3 agencies generating $2M in revenue with 15 employees, building relationships and delivering employee benefits and insurance solutions to businesses and individuals in the area. Fostered a highly collaborative and service-driven environment by building and leading teams and educating staff on changing customer needs and expectations to generate a 92% client retention rate.Promoted operational excellence and positive change by launching new policies, quality assurance practices, and standard operating procedures (SOPs) to standardize processes and deliver positive customer experiences. Leveraged high attention to detail and analytical skills to review financial supports, reconcile accounts, respond to information requests, and contribute to proposal and contract development.

Led the insurance agency in offering all lines of life and health and property and casualty insurance, driving client retention and community engagement. Established a culture of superior portfolio management and product underwriting by consulting with potential clients to identify needs and present solutions. Effectively resolved customer concerns to increase retention to 92%.Instrumental in addressing governance and compliance issues related to underwriting practices by researching regulatory changes affecting business operations. Championed business development by integrating business plans to achieve goals, training 5 team members on sales techniques and customer service procedures, and guiding marketing efforts to generate $600,000 in revenue.

Ba, Sociology

High School Diploma

Education record