Kaitlyn Mathis
Ocean Isle Beach,NC
Summary
Dynamic and results-driven professional with extensive experience at Coterie Insurance, excelling in customer relationship building and CRM management. Leveraged strategic thinking and problem-solving skills to exceed sales quotas and streamline operations, achieving significant efficiency improvements. Demonstrates a goal-oriented mindset with a proven track record of enhancing client engagement and fostering robust sales team collaboration.
Overview
2
2
years of professional experience
Work History
Sales Development Representative
Coterie Insurance
02.2023 - Current
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Used data analytics to identify and track sales trends and develop actionable insights.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Won new business by articulating full value of company's capabilities to prospects.
- Increased sales leads by implementing targeted outreach strategies and personalized followups.
- Optimized email campaigns
- Maintained high levels of customer satisfaction by providing exceptional support throughout the entire sales process – from initial inquiry to post-sale followup.
- Strengthened client trust and loyalty by resolving issues quickly, often turning potential losses into upsell opportunities.
- Enhanced client engagement with regular follow-up calls, ensuring client needs were met and identifying upsell opportunities.
- Fostered strong relationships with clients by providing personalized solutions
- Achieved or exceeded company-defined sales quotas.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Activation Lead
Coterie Insurance
02.2023 - Current
- Implemented standardized work procedures, ensuring consistency in operations while maximizing efficiency.
- Managed the development and implementation of standard work documents, ensuring consistency in operations while maximizing efficiency.
- Analyzed existing processes to identify opportunities for optimization, recommending changes that led to significant cost savings and improved performance.
- Trained staff
- Identified root causes of recurring issues through rigorous problem-solving techniques, developing long-term solutions to prevent recurrence.
- Reduced cycle time with streamlined workflows, enhancing company's ability to meet demands
- Collaborated with other departments to optimize production workflows.
- Prepared reports and technical documentation of day-to-day production processes.
- Facilitated smooth transitions during mergers or acquisitions involving licenses/appointments.
- Assisted in the preparation of quarterly reports on licensing activities, demonstrating progress towards strategic goals.
- Managed license renewals efficiently, ensuring timely compliance with regulatory requirements.
- Enhanced licensing processes by streamlining documentation and communication procedures.
- Maintained accurate records of all licenses, supporting audits and internal reporting needs.
- Performed routine data entry or document management.
- Assisted in maintaining regulatory compliance by keeping up-to-date with industry standards and incorporating relevant changes into company policies and procedures.
Education
No Degree - Business
Germanna Community College
VirginiaCIC Designation - Insurance
National Academy
Online01-2026
High School Diploma -
James Madison High School
Georgia12-2012
Skills
- Goal-oriented mindset
- Customer relationship building
- Lead qualification
- CRM management
- Email outreach
- Strategic thinking
- CRM tracking
- Relationship development
- Salesforce proficiency
- Account prospecting
- Sales team collaboration
- Problem-solving
- Attention to detail
Timeline
Sales Development Representative
Coterie Insurance
02.2023 - Current
Activation Lead
Coterie Insurance
02.2023 - Current
No Degree - Business
Germanna Community College
CIC Designation - Insurance
National Academy
High School Diploma -
James Madison High School
Similar Profiles
Katherine LopezKatherine Lopez
Senior Customer Experience Specialist at Coterie InsuranceSenior Customer Experience Specialist at Coterie Insurance
Jocelyn LewisJocelyn Lewis
Agency Experience Specialist at Coterie InsuranceAgency Experience Specialist at Coterie Insurance
Aimee LucasAimee Lucas
Director of Growth & Sales Enablement at Coterie InsuranceDirector of Growth & Sales Enablement at Coterie Insurance
Dakota CaricoDakota Carico
Concrete Resurfacing Specialist at Decorative Concrete Resurfacing CorpConcrete Resurfacing Specialist at Decorative Concrete Resurfacing Corp
Stephen PryorStephen Pryor
Graphic Design Intern at Roots Gymnastics CenterGraphic Design Intern at Roots Gymnastics Center