Caitlin Mahoney
Waukon,IA
Summary
Sales professional with solid track record in driving revenue growth and enhancing customer satisfaction. Adept at building strong client relationships, leveraging product knowledge, and implementing effective sales strategies. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sales Associate
Andrew Moore Agency (Farm Bureau Financial Service
11.2020 - Current
- Collaborated with underwriters to negotiate favorable policy terms for clients based on their individual needs and risk profiles.
- Exceeded sales targets consistently by employing effective closing techniques and addressing objections tactfully.
- Managed time efficiently by prioritizing tasks effectively resulting in enhanced productivity levels.
- Actively participated in continuing education opportunities staying up-to-date on industry trends regulations.
- Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
- Increased customer satisfaction by providing personalized insurance solutions and exceptional service.
- Conducted in-depth analyses of clients'' existing policies, identifying coverage gaps and recommending appropriate adjustments.
AVP, Loan Operations
FreedomBank
02.2019 - 05.2020
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Established policies and procedures that improved operational efficiency within the organization.
AVP/Bank Branch Manager
Kerndt Brothers Savings Bank (acquired Via Merger)
08.2007 - 02.2019
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Cross-trained existing employees to maximize team agility and performance.
- Primarily handled real estate and consumer lending needs
- Developed policies and procedures to be utilized bank wide
- Attended networking events throughout the community
- Worked through problem loans with clients to find solutions.
Education
Associate of Arts - Business Administration
Northeast Iowa Community College
Calmar, IA05-2016
Skills
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
- Multi-tasking strength
- Excellent people skills
- Reliable and punctual
- Outgoing personality
- Goal oriented
- Relationship building
Certification
- Life and Health Insurance License - Iowa Division of Insurance.
- Accident and Health License – Iowa Division of Insurance.
- Property and Casualty License - Iowa Division of Insurance.
- Medicare Certification – Various Providers.
- Crop Insurance License- Iowa Division of Insurance. Specializing in Livestock Risk Protection.
Timeline
Sales Associate
Andrew Moore Agency (Farm Bureau Financial Service
11.2020 - Current
AVP, Loan Operations
FreedomBank
02.2019 - 05.2020
AVP/Bank Branch Manager
Kerndt Brothers Savings Bank (acquired Via Merger)
08.2007 - 02.2019
Associate of Arts - Business Administration
Northeast Iowa Community College
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