Open To Work
Katelyn Teer
Colonial Life & Accidental Insurance
Springfield,IL
Work Preference
Job Search Status:
Open to work
Desired Job Title
Medical Device Sales RepresentativeSecurity Sales ConsultantLASIK CoordinatorSales Coordinator
Work Type
Full Time
Location Preference
Hybrid
Location:
Springfield, IL
Open to relocation:
Yes
Minimum Desired Compensation
$50000/yr
Important To Me
Work-life balanceFlexible work hoursHealthcare benefitsWork from home optionPaid time offCareer advancement
13
years of professional experience
Versatile professional skilled in insurance sales and administrative operations, adept at managing client relationships and optimizing workflow. Demonstrates a proactive approach to problem-solving and resource management, contributing to overall team success and client retention. Continuous pursuit of professional development ensures up-to-date industry knowledge.
Work History
Insurance Sales Agent
3 Months- Exceeded company sales goals for new policies.
- Cultivated strong client relationships to effectively assess and address insurance needs.
- Delivered comprehensive insurance policy information and coverage options to clients.
- Identified and leveraged cross-selling opportunities to enhance customer coverage.
- Conducted thorough policy reviews to verify adequate coverage for clients.
- Provided tailored advice on financial planning and insurance policies to support client goals.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
Business Administrative Assistant
2 Years 3 Months- Managed office operations, including scheduling appointments, organizing meetings, and handling correspondence to ensure seamless workflow.
- Liaised with internal teams and external stakeholders through professional email, phone, and in-person interactions, facilitating collaboration and information exchange.
- Expertise in office software such as Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant tools, enabling the creation of reports, presentations, and spreadsheets to enhance productivity and streamline processes.
- Meticulously detail-oriented in organizing tasks, maintaining accurate records, managing filing systems, and coordinating travel arrangements, ensuring precision and efficiency in all administrative endeavors.
- Demonstrated ability to multitask effectively, managing multiple priorities simultaneously and adeptly handling competing demands while maintaining a high level of accuracy and professionalism under pressure.
- Experienced in budgeting for state, gift, and self-supporting funds, adept at managing financial resources to ensure compliance and optimize resource allocation.
- Identified inefficiencies and implemented solutions to optimize office operations, demonstrating resourcefulness and adaptability as a team player.
Office Service Generalist
1 Year 5 Months- Serve as the front desk liaison, warmly greeting visitors and answering phone calls firm-wide. Screen and direct calls to the appropriate parties with efficiency and professionalism.
- Scheduled client meetings with partners, providing support during the meetings and efficiently reserving conference rooms.
- Handle incoming and outgoing mail, shipping (via FedEx and Certified mail) and scan mail to remote staff utilizing advanced organizational skills.
- Prepare offices and workstations for new hires, demonstrating attention to detail and proactive problem-solving skills.
- Ordered office and general supplies for the firm, demonstrating strong purchasing and budget management skills.
- Collaborated with office manager to plan and organize office parties, managing food and decoration orders and ensuring timely clean-up and follow-up for successful events.
- Supported inter-office relocations by moving boxes and organizing items and facilitating a smooth transition.
- Offer backup administrative support for the Tax and Audit service lines, including scanning tax documents, packaging, and shipping audit reports.
- Maintained accurate accounts receivable documentation and effectively communicated with clients to request payments and follow-up.
Lead Medical Tech/Trainee/Sales Administrator
5 Years 3 Months- Directed and supervised a team of 50-60 technicians, coordinating schedules and resolving staff conflicts with professionalism.
- Facilitated performance meetings with staff to establish goals and outline bonus structures, enhancing team motivation.
- Developed and implemented strategies to increase efficiency for technicians and doctors.
- Provided comprehensive training for new technicians, including patient care and developed a manual for reference on job duties.
- Assisted in Lasik and YAG surgeries and educated patients on procedures and related medication.
- Sterilized surgical instruments, applied eye drops and answered patient concerns and questions regarding surgical procedures.
- Promoted spa services through various marketing channels, including Botox, eyelid surgeries, and Vampire tears (dry eye therapy), to increase client engagement.
- Communicated with insurance companies to facilitate patient claims on behalf of patients.
- Traveled to other offices to provide training for new technicians.
- Performed workups on patients, including checking vision, IOP, and administering dry eye therapy.
Sales Representative
- Executed door-to-door sales to effectively promote roofing, siding, and gutter services, enhancing brand visibility.
- Persuaded clients to finalize sales by delivering clear and concise information tailored to their needs.
- Consulted with clients on pricing, work scope, and estimated time frame for projects.
- Responded to client phone calls and emails in a timely and professional manner.
- Created and distributed flyers and marketing materials at local events to attract prospective customers.
- Coordinated contract signing and verified accuracy of all necessary documents to ensure smooth transaction processes.
Sales Administrator
1 Year- Successfully closed sales and facilitated contract signings for race events.
- Promoted business by contacting venues and executing marketing efforts across New York, Maine, Illinois, and Missouri to enhance brand visibility.
- Engaged with participants at multiple racing events to collect fees from local racers, ensuring smooth event operations.
- Supported event operations by assisting in set-up and tear down and selling XIIR merchandise.
- Represented XIIR under the supervision of owner Anthony Barlow, contributing to overall growth and success of the business.
Education
High School Diploma
Bachelor - Business Management
Skills
Policy underwriting
New business development
Account management
Proposal writing
Account retention
Manage renewals
Marketing
Client referrals
Financial analysis
Customer service
Organizational skills
Call center support
Verbal and written communication
Negotiation skills
Business administration
Timeline
Insurance Sales Agent
Colonial Life & Accidental Insurance
07.2026 - CurrentRead More
Business Administrative Assistant
UIS Springfield IL Campus
08.2023 - 11.2025Read More
Office Service Generalist
SIKICH LLP
02.2022 - 07.2023Read More
Sales Representative
The Roof Tiger
08.2015 - 12.2014Read More
Lead Medical Tech/Trainee/Sales Administrator
Prairie Lasik Eye Center and Prairie Spa
02.2015 - 05.2020Read More
Sales Administrator
Xtreme International Ice Racing (XII)
05.2013 - 05.2014Read More
Williamsville High School
High School Diploma
Read More
Springfield Benedictine University
Bachelor from Business Management
Read More