Kimberly Ledezma
Colbert,GA
Summary
Hardworking and passionate job seeker with strong organizational skills eager and ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Results-driven Insurance Agent that provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Progressive Insurance
06.2023 - 03.2024
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Real Estate Agent/Consultant
Keller Williams Community Partners
10.2023 - Current
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Enhanced client experience by offering personalized consultations tailored to individual needs and preferences.
Mortgage Loan Post-Closer
Pinnacle Bank
06.2022 - Current
- Enhanced client satisfaction by ensuring accurate and timely preparation of loan closing documents.
- Collaborated with underwriters, processors, and loan officers to resolve discrepancies in documentation.
- Improved workflow efficiency by implementing an organized filing system for closed loans.
Mortgage Setup Specialist
Pinnacle Bank
05.2021 - 06.2022
- Supported loan officers with application processing, ensuring timely completion for quicker decisions.
- Streamlined communication between underwriters and loan officers, resulting in improved turnaround times.
- Set up files using loan officer checklist and submitted on-time for processing.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
ITM Service Specialist
Pinnacle Bank
05.2019 - 04.2021
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
Receptionist/Cashier
Heyward Allen Motor Company
10.2018 - 05.2019
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
Education
High School Diploma - undefined
Elbert County Comprehensive High School
Business: Real Estate and International Business
University of Georgia
Skills
- Customer Service
- Oral and Written Comprehension
- Customer Relationship Management
- MS Office Proficiency
- Goals and Performance
- Time Management
- PC Proficiency
- Organization and Efficiency
- Client Needs Assessment
- Lead Follow Up
- Account Management
- Policy Knowledge
- Policy writing
- Quotes and sales
Licenses
Property & Casualty - Multiple States including GA
Georgia Real Estate License
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Real Estate Agent/Consultant
Keller Williams Community Partners
10.2023 - Current
Insurance Agent
Progressive Insurance
06.2023 - 03.2024
Mortgage Loan Post-Closer
Pinnacle Bank
06.2022 - Current
Mortgage Setup Specialist
Pinnacle Bank
05.2021 - 06.2022
ITM Service Specialist
Pinnacle Bank
05.2019 - 04.2021
Receptionist/Cashier
Heyward Allen Motor Company
10.2018 - 05.2019
High School Diploma - undefined
Elbert County Comprehensive High School
Business: Real Estate and International Business
University of Georgia
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