Kelly Kerby's Email Addresses & Phone Numbers

📖 Summary

Senior Territory Manager @ Safeco Insurance • Earned President’s Award as Territory Manager of Year for Northwest Region: 2013, 2015 and 2016. • Selected Independent Insurance Agents and Brokers of Idaho’s 2011 Company Person of Year.• Increased new business direct written premium 27% over prior 3 years in territory by working with agents to develop and implement strategic client touch programs and by developing targeted marketing efforts to spur organic agency growth.• Selected as ongoing subject matter expert liaising between Safeco and agents on homeowner’s enhancements required to attract customers in affluent market.• Interpret agency analysis to continually evaluate performance, initiating action plans for improvement where needed and capitalize on production opportunities to improve results within territory.• Coordinate actions with key company and agency stakeholders to ensure successful rehabilitation of under-performing agencies. • Conduct continuous virtual and field training to agency partners covering our products, underwriting guidelines, systems navigation and consultative selling skills.• Coordinates and participates in Region Agency Reviews to devise strategic sales and communication plans to drive excellent territory results. • Prospects, recruits, appoints and trains qualified agencies that demonstrate need for company’s products and services and exhibit commitment to achieving objectives negotiated in annual sales plan. From 2006 to October 2017 (11 years) Southern IdahoRegional Sales Manager @ MetLife Auto & Home • Managed sales production of territory of independent insurance agents, increasing results through recruitment and appointment of new agents and re-engagement of underperforming agents.• Qualified after first full year (2005) for company’s “Circle of Success” by finishing in top 10% of managers countrywide for sales results.• Earned Marketing Manager of Quarter countrywide for Q2 2006 sales results.• Selected for Auto & Home’s Talent Development Program and was mentored by senior company leaders. From March 2004 to November 2006 (2 years 9 months) Washington and IdahoClaims Unit Manager / Learning Specialist/Customer Service Representative @ Safeco Unit Manager – Liberty Lake, WA 2003 - 2004• Responsible for leading and managing express claims unit of 15 to 20 specialists.• Provided quality assurance resources and feedback to develop employees. • Maintained above average customer satisfaction results on my team.Learning Specialist (Trainer) – Liberty Lake, WA 2000 - 2003• Developed training curriculum for new-hire training and ongoing product training for current employees in the service center.• Provided new hire training of 6-to-8 weeks depending on specialization area. Provided ongoing training to existing employees in variety of areas with specialization in training claims, billing and policy services.Customer Service Representative – Liberty Lake, WA 1999 - 2000• Took inbound phone calls from policy holders in personal lines and commercial lines insurance. Answered questions regarding billing, processed policy changes and new claim capture.• Quickly advanced to Learning Specialist from this position. From December 1999 to June 2004 (4 years 7 months) Liberty Lake, WashingtonConstituent Services @ United States Senate US Senator Larry Craig• Front line point of contact for Idaho constituents wanting to provide feedback or in need of assistance from US Senator Larry Craig.• Developed strategic relationships with various government agency liaisons aid constituents needing assistance with veteran’s affairs, immigration and IRS, along with other agencies and served as caseworker point-of- contact on behalf of the Senator.• Drafted constituent correspondence to letters sent to the Senator on variety of topics, including tax, appropriations, communications and veteran’s issues. From 1997 to December 1999 (2 years) Washington, District Of ColumbiaSenior Territory Manager - Business Insurance @ Liberty Mutual Insurance • Earned Field Execution Award for Midwest Region for 2019 performance.• Leads agency management process for assigned territory to meet territorial and regional financial objectives. Responsible for development, implementation and monitoring of agency territorial strategy. Responsible for development of actionable agency management account plans with agency management team (e.g. aggressive growth plans and rehab plans, and termination plans). Prioritizes service/resource allocation to assigned agents based on action plans, agency needs and relative agency importance. Executes agency plan and frequently monitors company's and agencies' progress relative to plan. • Oversees assigned agency interactions. Manages individual agency relationships. Communications agency rehab/growth plans to agent. Addresses agency concerns and identifies unmet needs. Gathers feedback on company via agency surveys. Communicates key company marketing and underwriting messages to agents. Communicates company agency benefits and preferred focus/niche areas. Coordinates and/or educates and trains agency staff in company products, marketing programs, underwriting focus, claims, loss control and accounting procedures, etc. Identifies opportunities for utilization of agency interface and other technology opportunities. Collects data on key agent accounts, potential book rollovers and sponsored marketing opportunities. • Gathers and analyzes competitive data that impact the company's position relative to key competitors (product, price, service, etc.) during agency visits. Communicates relevant agency account and territorial developments to agency management team. Prepares periodic updates on territory results and issues. Communicates status of potential growth opportunities (target accounts, rollovers, sponsored marketing, etc.). • Maintains agency suspect list for assigned territory and utilized the list to Prospect and appoint qualified agents to generate growth opportunities. Chicago, Illinois