Heather Klein

Transportation Fleet Account Executive And Trainer, Cisr, STAR at Tricor Insurance

Heather Klein has a strong background in customer service and insurance. Their most recent position was as an Account Executive at TRICOR Insurance, where they serviced commercial clients in the transportation industry and assisted with writing and renewing policies. Prior to that, they worked as an Account Service Representative at Cottingham & Butler, where they analyzed and processed certificates of insurance for trucking companies and acted as a liaison between clients and certificate holders. Heather also has experience in retail, having worked as an Assistant Service Desk Manager at Piggly Wiggly and a Department Manager at K-Mart. In these roles, they assisted customers, handled financial responsibilities, and managed various departments within the store.

Heather Klein attended the University of Wisconsin-Platteville, although the specific start and end dates are unknown. Heather also studied at Hazel Green, but again, the exact duration is unclear. At Hazel Green, they obtained a diploma. Later on, they returned to UW-Platteville, where they focused on the field of Zoology. As for additional certifications, Heather obtained the CISR Designation from The National Alliance for Insurance Education and Research and the Great West Specialist in Transportation and Risk (STAR) from Great West Casualty Company.

Links

Timeline

  • Transportation Fleet Account Executive And Trainer, Cisr, STAR

    December 1, 2023 - present

  • Account Executive, Cisr, STAR

    June, 2012

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