Kaitlyn Schwab
Miami,FL
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Manager
Kaseya
06.2022 - Current
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Presented technical presentations to clients to explain product features and benefits.
- Helped customers improve results by recommending changes focused on lowering costs, increasing production, or adding new functionality.
- Worked with customers and engineering team to determine equipment needs and system requirements.
- Tracked sales data for analysis and forecasting.
Insurance Sales Producer
US Health Advisors
01.2018 - 06.2022
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Handled approximately 1,500 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Drove team revenue totals by bringing in top sales numbers.
- Created sources for continuous client referrals within community.
- Generated quotes and proposals for clients to match individual needs.
Insurance Broker
First Family Insurance Group
03.2016 - 01.2020
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Evaluated competitors' products and services to gain competitive advantage.
Paralegal
Dawson Law Firm
08.2015 - 02.2016
- Prepared legal briefs, motions and pleadings.
- Assisted counsel in preparing answers, providing documentation and information for discovery request.
- Drafted, signed and certified key legal documents for judicial review.
- Conducted detailed client intakes and entered information into company database.
- Collected, drafted and maintained resources to provide comprehensive materials accessible to all firm lawyers.
- Edited and proofread legal documents to verify accuracy.
Education
Bachelor of Arts - Liberal Arts And General Studies
Florida International University
Miami, FL06.2023
Skills
- Exceptional customer service
- Problem-solving skills
- Sales expertise
- Relationship building
- Upselling/Cross-selling
- National Account Management
Certification
- 20-15 Life Incl. Var. Annuity & Health License
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Limited Working
Timeline
Account Manager
Kaseya
06.2022 - Current
Insurance Sales Producer
US Health Advisors
01.2018 - 06.2022
Insurance Broker
First Family Insurance Group
03.2016 - 01.2020
Paralegal
Dawson Law Firm
08.2015 - 02.2016
Bachelor of Arts - Liberal Arts And General Studies
Florida International University
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