Kevin Moser

Experience

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  National Securities Corporation

  Jan 2014 - Nov 2014

  Financial Advisor

  • Advised clients on various financial products, demonstrating a deep understanding of product advantages.• Contributed to client satisfaction by providing strategic financial guidance aligned with individual goals.• Sold customers' wealth management products such as securities, mutual funds, and stocks suitable for their long-term retirement horizons.

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  State Farm

  Jan 2015 - Jan 2016

  Account Executive

  • Established rapport with clients, addressing their insurance needs and providing comprehensive solutions.• Collaborated cross-functionally to ensure seamless customer experiences, enhancing overall brand reputation.• Educated customers on each type of insurance coverage and made recommendations based on their needs.• Maintained compliance with all rules and regulations in the insurance industry.

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  Farmers Insurance

  Mar 2016 - Jan 2022

  Insurance Agent / Owner

  • Led and managed a high-performance team of 2 back-office professionals, delivering efficient solutions in a fast-paced, deadline-driven environment while overseeing career development and resolving operational challenges.• Directed daily operations across 2 locations, including an executive suite and a retail storefront, managing compliance, HR, facilities, IT, and back-office functions.• Delivered tailored insurance solutions to both potential and existing clients, actively listening to their needs and providing personalized recommendations.• Oversaw the licensing process for new agents, helping them obtain property and casualty, life, and health insurance certifications.• Ensured seamless customer service, including account servicing, policy management, and efficient use of internal systems for client interactions. Show less

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  Kevin Moser Agency

  Jan 2022 - Jan 2024

  Insurance Agent / Owner

  Led a high-performing team of 2 direct employees and 20 indirect reports, driving growth and efficiency across multiple business lines.• Designed and implemented effective business strategies and objectives, aligning short-term goals with long-term success.• Developed and delivered comprehensive insurance curriculum, covering sales, customer service, soft skills, and insurance systems.• Conducted interactive team exercises to foster alignment with company goals and improve employee performance.• Created and optimized operational policies and procedures to enhance efficiency, customer service, and profitability.• Managed daily operations, balancing business analysis, and risk management to ensure smooth workflow.• Led training programs, including state-mandated courses, preparing employees for licensing in property, casualty and life insurance.• Mentored direct reports through career development plans and facilitated problem-solving in a fast-paced environment.• Continuously improved operational processes to ensure peak performance across all areas of the business. Show less

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  KTM Consulting Group LLC

  Aug 2024 - now

  Commerical Insurance Loss Control Specialist / Owner

  • Conduct comprehensive commercial insurance inspections for multiple companies, ensuring that risks meet eligibility criteria for coverage.• Evaluate properties, facilities, and operations to identify potential risks and hazards that could impact insurance underwriting decisions.• Analyze and document risk factors related to building structures, equipment, safety procedures, and operational practices.• Collaborate with clients to understand their business operations and provide clear recommendations for risk mitigation and coverage eligibility.• Ensure compliance with industry standards and regulatory requirements while maintaining strong, professional relationships with insurance carriers and clients. Show less

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  Farmers Insurance

  Sept 2024 - now

  Claims Sr. Field Rep Property Adjuster

  • Conduct thorough on-site property inspections for residential and commercial claims, assessing damages and determining the scope of repairs to ensure accurate and fair settlements.• Evaluate various property types, including homes, buildings, and structures, to assess the extent of damage caused by covered perils such as fire, storm, and water damage.• Work closely with policyholders, contractors, and claims teams to manage the claims process from inspection to resolution, ensuring timely and effective communication.• Document findings and prepare detailed, accurate reports, including photos and estimates, to support claim decisions and policyholder needs.• Analyze policy coverage and apply guidelines to determine the appropriate settlement amount, balancing the interests of both the client and the company.• Maintain strong knowledge of industry standards, regulations, and claims procedures to ensure compliance and effective claims handling.• Provide exceptional customer service by educating policyholders on the claims process and offering solutions to help them recover quickly and efficiently from losses.• Collaborate with team members and management to streamline processes, enhance operational efficiency, and uphold high service standards in claims management. Show less