Keri Howard

Committed employee with 17 years of experience in the Insurance industry. Seeking opportunities to showcase my leadership skills and customer service skills.

AGENCY MANAGER| 01/2014 to Current 

Previously worked from 02/2006 - 5/2010

Armstrong Insurance Agency - Boerne, TX

• Reported issues and escalated those that required further assistance.
• Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
• Developed and implemented productivity initiatives, in addition to coordinating itinerary and scheduling appointments.
• Entered data into QuickFile and QQ Catalyst Software systems, implementing tight safeguards to secure financial and personal information.
• Executed regular process updates to reduce discrepancies and enhance scheduling across insurance client calendars and programs.
• Evaluated leads obtained through direct referrals, lead databases and cold calling.
• Met with walk-in policyholders to address and resolve complaints, as necessary.
• Negotiated production goals for new policies and policy renewals with business development manager.
• Developed and maintained long-term relationships with policyholders and small business entities.
• Build relationships with clients through active listening and rapport to provide excellent service.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

Multiplan, Inc. / TEXAS TRUE CHOICE - San Antonio, TX

• Connected callers with appropriate professional, department or business.
• Performed clerical work such as sorting mail, restocking supplies and typing documents.
• Directed incoming calls to internal personnel and departments, routing to the best-qualified entity to respond to callers' needs.
• Responded to customer inquiries with patience and positivity to establish an excellent first impression.
• Cultivated and nurtured relationships with customers in strategic vertical markets to support ongoing definition of differentiated product value.
• Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content.
• Sorted incoming mail and faxes and expedited urgent correspondence for immediate attention.

Somerset High School - Somerset, TX | High School Diploma -05/2005

The Texas Department of Insurance -Property & Casualty General Lines Insurance Agent – License 03/2016

Safeco Insurance Company-Marketing Program – Safeco Certificate (2017)