Catherine Mahe

• Coaching Rotation

o YTD Rating 4.7

o Led 1st Virtual R1 MOAT Sales Class

o Led 11 new hires to 1st quartile cross-sell results in Region 1

o Certified 7 new hire associates 3 weeks early with a grade 61 promotion

o Worked 1:1 with an MDP to achieve agent early certification with 5.0 rating

o Developed 2 associates who were promoted to MOAT Sales Coach

o Raised closure by over 7% for 4 agents

o Achieved 100% team wide proficiency for QTC

o Promoted 4 associates to grade 62 within 6 months of employment

• Department-wide Champion Roles/Projects:

o QTC Champion Role:

▪ Audited over 500 calls on agents to determine opportunities in quoting

▪ Determined deficiencies in several areas (licensing, selling strategy, transfers)

▪ Input data in Excel spreadsheet for our QTC team to review and provided feedback o Associate of the Month Project:

▪ Created an agent recognition initiative by sending emails to the floor with associates’ pictures and an overview of their achievements

▪ Asked by a MOAT sales manager and director to roll the idea out to the sales floor

▪ Included details about the agent and who they are to promote company unity

▪ Utilized this recognition to boost morale while WFH and acknowledge floor agent’s success

• IT Help:

o Performed IT help during company-wide WFH transition

Performance Monitoring Team 01/2021- 04/2021

• Trained 4 new coaches during their PMT rotation

• Utilized Excel spreadsheets to track calls for 6 floor teams

• Graded 15-20 calls daily • Attended weekly calibrations and dispute meeting

• Achieved 5.0 Rating in 2020
• Peer coached new hire agents
• JM Champion role – helped peers implement effective strategies to sell ancillary policies
• Increased sales by offering advice on purchases and promoting additional products.
• Achieved monthly sales goals by promoting product benefits and enrolling new clients.
• Retained excellent client satisfaction ratings through outstanding service delivery.
• Trained and mentored new sales representatives.
• Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.