Kelsey Leggett
Licensed Insurance Consultant at Jaffe Tilchin Wealth Management- Claim this Profile
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Topline Score
Bio
Kristin Rink
Kelsey and her firm are extremely knowledgable and customer service oriented. Kelsey is involved in our community - donating to various non-profits with her Quotes for a Cause program, serving on the Board of Directors for the Carrollwood Area Business Association, and more. It's been easy to refer Kelsey to friends and family.
Gabrielle Newman ☁
I worked with Kelsey extensively when we both worked at Vector marketing mostly in a managerial capacity. Kelsey was actually the person who hired me and I can’t image how different my life would have been if she hadn’t given me a chance. Kelsey is a dynamic personality with an impressive track record of consistently hitting goals. She often put the office before herself always making sure no one fell through the cracks. Her vivacious personality lends itself to working with customer’s and most likely they will keep coming back because of her dedication and persistence through the sales cycle.
Kristin Rink
Kelsey and her firm are extremely knowledgable and customer service oriented. Kelsey is involved in our community - donating to various non-profits with her Quotes for a Cause program, serving on the Board of Directors for the Carrollwood Area Business Association, and more. It's been easy to refer Kelsey to friends and family.
Gabrielle Newman ☁
I worked with Kelsey extensively when we both worked at Vector marketing mostly in a managerial capacity. Kelsey was actually the person who hired me and I can’t image how different my life would have been if she hadn’t given me a chance. Kelsey is a dynamic personality with an impressive track record of consistently hitting goals. She often put the office before herself always making sure no one fell through the cracks. Her vivacious personality lends itself to working with customer’s and most likely they will keep coming back because of her dedication and persistence through the sales cycle.
Kristin Rink
Kelsey and her firm are extremely knowledgable and customer service oriented. Kelsey is involved in our community - donating to various non-profits with her Quotes for a Cause program, serving on the Board of Directors for the Carrollwood Area Business Association, and more. It's been easy to refer Kelsey to friends and family.
Gabrielle Newman ☁
I worked with Kelsey extensively when we both worked at Vector marketing mostly in a managerial capacity. Kelsey was actually the person who hired me and I can’t image how different my life would have been if she hadn’t given me a chance. Kelsey is a dynamic personality with an impressive track record of consistently hitting goals. She often put the office before herself always making sure no one fell through the cracks. Her vivacious personality lends itself to working with customer’s and most likely they will keep coming back because of her dedication and persistence through the sales cycle.
Kristin Rink
Kelsey and her firm are extremely knowledgable and customer service oriented. Kelsey is involved in our community - donating to various non-profits with her Quotes for a Cause program, serving on the Board of Directors for the Carrollwood Area Business Association, and more. It's been easy to refer Kelsey to friends and family.
Gabrielle Newman ☁
I worked with Kelsey extensively when we both worked at Vector marketing mostly in a managerial capacity. Kelsey was actually the person who hired me and I can’t image how different my life would have been if she hadn’t given me a chance. Kelsey is a dynamic personality with an impressive track record of consistently hitting goals. She often put the office before herself always making sure no one fell through the cracks. Her vivacious personality lends itself to working with customer’s and most likely they will keep coming back because of her dedication and persistence through the sales cycle.
Credentials
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2-15 Life & Health Insurance License
Florida Department of Financial ServicesSep, 2017- Sep, 2024 -
2-20 General Lines License
Florida Department of Financial ServicesAug, 2016- Sep, 2024 -
Hootsuite Certified Professional
Hootsuite Media Inc.Nov, 2015- Sep, 2024 -
4-40 Customer Representative License
Florida Department of Financial ServicesJul, 2015- Sep, 2024
Experience
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Jaffe Tilchin Wealth Management
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United States
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Investment Management
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1 - 100 Employee
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Licensed Insurance Consultant
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May 2020 - Present
• Licensed 2-20 Property & Casualty Insurance Consultant • Specializing in high value homeowners and commercial insurance • Providing unparalleled service to clients throughout Florida • Licensed 2-20 Property & Casualty Insurance Consultant • Specializing in high value homeowners and commercial insurance • Providing unparalleled service to clients throughout Florida
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International Hurricane Protection Association
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Non-profit Organizations
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Executive Director
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Apr 2017 - Present
• Organizing and running general meeting events for the organization • Maintaining and creating content for email campaigns and website postings • Responsible for maintaining association membership and administrative duties • Organizing and running general meeting events for the organization • Maintaining and creating content for email campaigns and website postings • Responsible for maintaining association membership and administrative duties
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Carrollwood Area Business Association
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United States
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Non-profit Organizations
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1 - 100 Employee
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Board Of Directors
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Apr 2019 - Jul 2021
• Current Director of Community Outreach Committee • Previous Director of Directory/Technology Committee • Serving members of the Carrollwood Area Business Association (CABA) • Chair for the Special Events Committee • Fiduciary responsibility to members to ensure their membership dues are used appropriately • Current Director of Community Outreach Committee • Previous Director of Directory/Technology Committee • Serving members of the Carrollwood Area Business Association (CABA) • Chair for the Special Events Committee • Fiduciary responsibility to members to ensure their membership dues are used appropriately
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Agency Principal
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Jan 2018 - Apr 2020
• Exclusive Allstate Agency Owner • Personal lines insurance including auto, homeowners, renters, motorcycle and life • 2-20 and 2-15 licensed • Focused on putting people in Good Hands • Exclusive Allstate Agency Owner • Personal lines insurance including auto, homeowners, renters, motorcycle and life • 2-20 and 2-15 licensed • Focused on putting people in Good Hands
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King Insurance
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United States
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Insurance
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Commercial Lines Agent
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Oct 2016 - Apr 2017
Commercial Lines Producer • Licensed 2-20 General Lines Agent in Florida • Appointed with major companies such as Liberty Mutual, Auto Owners Insurance Company, Old Dominion, Westfield, etc. • Commercial lines including commercial auto, general liability, worker's compensation, commercial property, etc. • Responsible for sales duties including prospecting, quoting, and communicating with clients • Created and maintained customer relations with various business owners Commercial Lines Producer • Licensed 2-20 General Lines Agent in Florida • Appointed with major companies such as Liberty Mutual, Auto Owners Insurance Company, Old Dominion, Westfield, etc. • Commercial lines including commercial auto, general liability, worker's compensation, commercial property, etc. • Responsible for sales duties including prospecting, quoting, and communicating with clients • Created and maintained customer relations with various business owners
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Customer Service Representative
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Jun 2015 - Dec 2015
• Licensed 4-40 Customer Service Representative in Florida • Appointed with Allstate Insurance Company • Personal lines including home, auto and renters insurance • Responsible for sales duties including prospecting, quoting, and communicating with clients • Data entry and various customer service duties • Responsible for $11,500 in sales in a two week period • Licensed 4-40 Customer Service Representative in Florida • Appointed with Allstate Insurance Company • Personal lines including home, auto and renters insurance • Responsible for sales duties including prospecting, quoting, and communicating with clients • Data entry and various customer service duties • Responsible for $11,500 in sales in a two week period
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CUTCO Cutlery
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United States
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Manufacturing
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700 & Above Employee
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Field Sales Leader
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Jun 2013 - May 2015
• Conducted in-home one on one presentations of Cutco Cutlery product line • Personally developed and maintained relationships with over 75 customers • Personally created a networking base of over 1000 recommendations • Achieved second highest sales rank, with personal sales exceeding $25,000 • Received 5 promotions in two months • Personally sold $10,000+ in a two week period • Conducted in-home one on one presentations of Cutco Cutlery product line • Personally developed and maintained relationships with over 75 customers • Personally created a networking base of over 1000 recommendations • Achieved second highest sales rank, with personal sales exceeding $25,000 • Received 5 promotions in two months • Personally sold $10,000+ in a two week period
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Vector Marketing
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India
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Graphic Design
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1 - 100 Employee
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District Operations Manager
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Sep 2014 - Mar 2015
• Collaborated with District Manager to recruit and train a sales force• Responsible for a sales force of over 50+ individuals• Led and coached a staff of 6 individuals to operate a nationally #11 ranked district office• Coached team members in office to achieve #2 and #3 trophy in North Florida Division and #3 trophy in the Eastern Region• Assisted in analyzing results and developing strategies to increase office performance through staff meetings• Conducted 40+ in-depth group interviews with over 200 applicants for sales representative position• Led a sales training seminar for 20+ individuals• Gave motivational and instructional speeches to groups of 10-20 peers at local team meetings• Assisted in managing overall office productivity, training future talent, and development of new recruiters.• Recruited for and managed a receptionist team Show less
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District Operations Manager
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May 2014 - Aug 2014
• Collaborated with District Manager to recruit and train a sales force• Responsible for a sales force of over 140+ individuals• Led and coached a staff of 5 individuals to operate a nationally #13 ranked district office• Coached team members in office to achieve #2 and #4 trophy in North Florida Division and #7 trophy in the South Eastern Region• Assisted in analyzing results and developing strategies to increase office performance through staff meetings• Conducted 40+ in-depth group interviews with over 200 applicants for sales representative position• Led portions of a sales training seminar for 20+ individuals• Gave motivational and instructional speeches to groups of 20-40 peers at local team meetings• Assisted in managing overall office productivity, training future talent, and development of new recruiters. Show less
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Senior Operations Manager
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Jul 2012 - Aug 2013
• Grew business by 150% in a three month period • Helped a developing business gain foot traffic and an online presence • Responsible for managing all social media accounts • Assisted with both sales and inventory management • Grew business by 150% in a three month period • Helped a developing business gain foot traffic and an online presence • Responsible for managing all social media accounts • Assisted with both sales and inventory management
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Insurance Office of America
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United States
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Insurance
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700 & Above Employee
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Insurance Broker Assistant
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Jun 2011 - Aug 2011
• Responsible for contacting businesses to generate leads • Cold called 600+ law firms for HR Information in a two day period • Responsible for filing and mailing information to potential clients • Did in-depth research for Insurance Broker to further his business • Responsible for contacting businesses to generate leads • Cold called 600+ law firms for HR Information in a two day period • Responsible for filing and mailing information to potential clients • Did in-depth research for Insurance Broker to further his business
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Education
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2013 - 2016
University of Florida
Bachelor's Degree, Communication and Media Studies
Community
