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Karen E.

Kinsey
1185 Heatherwood Lane
Pontiac, MI 48341
(248) 499-3030
kquin707@yahoo.com
OBJECTIVE:
To obtain a successful career in Customer Service/Client Support field, utilizing my previous training and
experience to assist in achieving the goals of the organization.

HIGHLIGHTS OF QUALIFICATIONS:

• Manages the new and renewal implementation process for partnerships.


• Interfaces with operations to ensure smooth delivery of services.
• Maintains ongoing account relationships at multiple levels throughout the customers' organizations.
• Coordinates open enrollment meetings, renewal process and training sessions.
• Established long term relationships with the clients increasing enrollment and profit
• Fifteen years industry experience

SKILLS CATEGORIES:

Leadership and Organizational Skills


• Encouraged ideas and innovative problem solving, achieved gross profit results.
• Assist in the hiring, supervision, evaluation, and development of staff by utilizing effective training
strategies and techniques.
• Initiating action. Contributing to team success.
• Time management with the ability to work with very limited supervision .

Financial Planning
• Understanding and enforced all bank policies and procedures
• Researched and obtained statistical data to enhance financial knowledge base
• Sales of deposit and consumer loan products and cross sales of all other lending products
• Originates and processes consumer and mortgage loan activity
• Proven knowledge of the financial industry
• Series 6 and 63 State Variable Life & Health Licenses. Ability to quickly learn and market a variety
of financial products and services.

Customer Service
• Communicated and monitored customer needs and trends to meet business objectives.
• Skillfully closed sales by gaining agreement on the benefit of the product.
• Opening and preparation of all documentation for all personal and business accounts.
• Identify referral opportunities; accomplished long-term relationships with customers and
increased profits.
• Generate outbound marketing calls to customers and non customers to provide enhanced sale
and service opportunities

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Computers
• Proficient in utilizing Microsoft Office Suite products
• Effectively utilizing technology for sales presentations and account servicing.

EMPLOYMENT HISTORY:

Enrollment Specialist, 12/1998 - Present, CIGNA Healthcare/PrO Unlimited, Independence, OH


Retail Sales Associate/Part Time, 09/2008 - Present, Dress Barn, Troy, MI
Personal Banker, 10/2004 - 04/2006, J P Morgan & Chase, Pontiac, MI
Sales Supervisor, 07/2001 - 10/2004, Casual Corner Group, Auburn Hills, MI
Retail Sales Associate/Part Time, 06/1998 - 07/2001, Jones New York, Auburn Hills, MI
Agency Development Specialist, 10/1996 - 09/1997, Nationwide Insurance, Rochester Hills, MI

EDUCATION:

State of Michigan License Insurance - NASD


Series 6 and 63, Life, and Health
Various classes approved by State of Michigan, MI

None - General Studies


Western Michigan University, MI

None - General Studies


Oakland University, MI

None - Mental Health


Oakland Community College, MI

CERTIFICATES AND LICENSES:

Life & Health Insurance License, State of Michigan Department of Labor & Econmic, MI

NOTES / OTHER INFORMATION:

Continuous training and knowledge through various seminars and workshops on Customer Services,
Sales, & Benefits/Insurance.

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