Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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KATELYN STALLINGS

CINCINNATI,OH

Summary

Results-driven Insurance Sales Agent known for high productivity and efficient task completion. Nearly 10 years of sales experience, with sales leadership experience. Skilled in client relationship management, policy customization, risk assessment strategies, and team management. Excelling at communication, negotiation, and problem-solving to achieve sales targets and provide exceptional service.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

HEINY FAMILY INSURANCE
CINCINNATI, OH
02.2023 - Current
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Helped build a $2.5M+ book of business for the company in less than 3 years

Realtor

Comey & Shepherd
Cincinnati, OH
04.2021 - Current
  • Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
  • Monitored changes in local markets that could affect the value of listed properties.
  • Generated leads through networking activities, cold calling prospects, referrals.
  • Responded promptly to customer inquiries via phone or email regarding available properties.
  • Advised clients on market trends and local real estate conditions, helping them make informed decisions.
  • Maintained accurate records of client interactions and transactions.
  • Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
  • Accolades: 2022 President's Club, Monthly Sales Leader (multiple months between 2021-2025)

Sales Team Lead

Health Carousel
CINCINNATI, OH
05.2016 - 10.2020
  • Created training programs for new employees that focused on developing selling skills.
  • Developed and implemented strategies to improve sales team performance.
  • Established quotas for individual team members and tracked their progress toward meeting those goals.
  • Conducted regular meetings with sales staff to discuss strategies, tactics, goals, and objectives.
  • Generated leads through cold calling potential customers or networking events.
  • Negotiated complex contracts between clients and third-party entities.
  • Met and exceeded sales quota month after month
  • Notable Accolades: Rising Star Award (2016), Presidents Club (2017-2019)

Education

High School Diploma -

PURCELL MARIAN HIGH SCHOOL
Cincinnati, OH
06-2012

Some College (No Degree) - Public Relations

UNIVERSITY OF DAYTON
Dayton, OH

Skills

  • Customer needs assessment
  • Insurance sales strategy
  • Marketing
  • Lead generation
  • Product knowledge
  • Policy adjustment
  • Risk management
  • Consultative sales techniques
  • Sales quota achievement
  • Client retention
  • Customer service
  • Sales forecasting
  • Sales team training
  • Performance coaching

Certification

  • OH PROPERTY & CASUAL LICENSE
  • KY PROPERTY & CASUAL LICENSE

References

References available upon request.

Timeline

Insurance Sales Agent

HEINY FAMILY INSURANCE
02.2023 - Current

Realtor

Comey & Shepherd
04.2021 - Current

Sales Team Lead

Health Carousel
05.2016 - 10.2020

High School Diploma -

PURCELL MARIAN HIGH SCHOOL

Some College (No Degree) - Public Relations

UNIVERSITY OF DAYTON

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