Kari Jones
South Jordan
Summary
Dynamic Commercial Insurance Broker with a proven track record at Christensen Insurance Group, excelling in risk assessment and client needs analysis. Adept at developing tailored insurance solutions, I consistently exceed client expectations while building strong relationships. My expertise in Salesforce CRM and commitment to customer engagement drive successful outcomes in a competitive market.
Overview
21
21
years of professional experience
Work History
Commercial Insurance Broker
Christensen Insurance Group
Sandy
02.2020 - Current
- Developed comprehensive insurance solutions for diverse commercial clients.
- Analyzed risk assessments to provide tailored insurance coverage options.
- Made appointments with potential clients to discuss products.
- Processed applications for new and renewal business policies.
- Responded promptly to customer inquiries regarding their current coverage or changes they want to make.
- Advised customers on ways to minimize their premiums through improved safety measures.
- Managed requests from customers to make changes to existing policies.
- Attended conferences, seminars, workshops, and other events related to the field of commercial insurance brokering.
- Created proposals for potential clients outlining the benefits of various commercial policies.
- Participated in continuing education courses related to the industry regulations.
- Collaborated with colleagues on projects involving complex cases or large accounts.
- Sought out new clients and developed clientele by networking to find new customers.
Director, Strategic Sales- Corporate Payments
Corpay
10.2020 - 04.2023
- Responsible for an annual sales quote of $45m+
- Source leads using multiple resources, Salesforce, Zoominfo, referrals
- Responsible for selling Corporate Cards, Purchasing Cards, Virtual Cards
- Proactively contacting existing and new clients to gain the commitment for spend and to retain their business.
- Consistently exceeded my goals and expectations through my passion and dedication
- Strong primary and secondary account; proven ability to use professional network and third-party sources to develop deep understanding of prospects needs, anticipated objections.
- Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction
Manager, Business Development
American Express
06.2005 - 11.2019
- Consult with companies on how to Manage, Control, and Reduce Expenses, selling Corporate Cards, Purchasing Cards, Virtual Cards.
- Responsible for an annual sales quote of $80m+
- Consistent record to establish relationships and drive consensus with key internal partners, including pricing, legal, Card issuers, Risk, and other internal partners
- Source leads using multiple resources, Salesforce, Zoominfo, referrals
- Conducted Technology Demos to include Expense Management Solutions
- Proactively contacting existing and new clients to gain the commitment for spend and to retain their business.
- Consistently exceeded my goals and expectations through my passion and dedication
- Strong primary and secondary account; proven ability to use professional network and third-party sources to develop deep understanding of prospects needs, anticipated objections.
- Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction
- Strong negotiations skills; proven ability in establishing rapport and earning credibility with prospects
Education
Bachelor of Science - Communications
University of Utah
Salt Lake City06-1998
Skills
- Risk assessment
- Policy writing
- Client needs analysis
- Proposal development
- Salesforce CRM
- Lead generation
- Relationship building
- Presentation skills
- Customer engagement
- Property and casualty insurance
Accomplishments
Presidents Club Winner 2023
References
References available upon request.
Timeline
Director, Strategic Sales- Corporate Payments
Corpay
10.2020 - 04.2023
Commercial Insurance Broker
Christensen Insurance Group
02.2020 - Current
Manager, Business Development
American Express
06.2005 - 11.2019
Bachelor of Science - Communications
University of Utah