Katelyn I. Carlson KCarlson813@gmail.com24 Hackney Dr. Bear, DE 19701

Phone (302) 757-1608

PROFESSIONAL EXPERIENCE

The Swim Shop Wilmington, Delaware

Retail Associate April 2008 – November 2010 Dealt with a diverse customer population Works well in a multi-tasked environment Ability to develop a strong relationship with co-workers Helped workers and customers Completed various duties as assigned Verified cash records were accurate at the end of each shift

Toys R Us Newark, Delaware

Cashier December 2010 – January 2011 Responsible for ringing up customers purchases Dealt with a diverse customer population Informs customers about additional products to go with their purchases Excellent communication skills Detailed oriented and highly observant Ability to multi-task Directed customers appropriately to correct aisles

Bank of America Newark, Delaware August 2011 – March 2012

Customer Advocate Dealt with a diverse customer population Works well in a multi-tasked environment Ability to develop a strong relationship with co-workers Helped workers and customers Works well with customers, giving them a quality experience Provides the correct solutions to all customers Sells additional services by recognizing opportunities to up-sell accounts;

explaining new features.

21st Century Insurance Wilmington, Delaware March 2012 -March 1st 2016

Property and Casualty Sales Agent Take inbound leads in call center setting Obtaining monthly sales goals Building Customer Relationships Building quotes for auto insurance Binding policies Maintaining property and casualty licenses Determines requirements by working with customers. Answers inquiries by clarifying desired information; researching, locating, and

providing information. Resolves problems by clarifying issues; researching and exploring answers and

alternative solutions; implementing solutions; escalating unresolved problems. Fulfills requests by clarifying desired information; completing transactions;

forwarding requests. Keeps equipment operational by following established procedures; reporting

malfunctions. Updates job knowledge by participating in educational opportunities. Enhances organization reputation by accepting ownership for accomplishing new

and different requests; exploring opportunities to add value to job accomplishments.

AAA Mid-Atlantic Newark, DE

March 21st 2016 – PresentInsurance Sales Agent

• Complete sales of insurance products by qualifying applicants, following leads, soliciting business, counseling customers concerning coverage and/or policy changes, quoting insurance rates, and accurately completing new insurance applications. Generate new business sales and/or retention of existing Agency business, based upon priority of responsibilities as assigned by management. Place customers in appropriate market using company and Agency prescribed guidelines.• Successfully navigate required computer applications (i.e. MRM, SilverPlume, carrier application sites, Intranet, carrier management system). Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customers’ confidentiality and privacy in accordance with company and regulatory requirements.• Execute and facilitate Insured’s service requests when appropriate. Anticipate and execute on account rounding and cross-selling opportunities. Complete training and continued education and professional development programs, as required. As approved by management, represent AAA Mid-Atlantic Insurance Agency in public forums to enhance networking and sales opportunities.

EDUCATIONWilliam Penn High School New Castle, Delaware

High School Diploma June, 2011

General Studies September 2007 – June 2011

Wilmington University New Castle, DelawareLegal Studies August 2011 - Present

Criminal Justice Certification September, 2014

COMPUTER SKILLSProficient in Microsoft Word * WordPerfect * Windows * Excel * Web Based * Salesforce

References available upon request