Katherine Hayward
Naugatuck
Summary
Results-oriented insurance professional with comprehensive experience in marketing and sales across various insurance lines and claims services. Expertise in data analysis drives cost-effective solutions tailored to client needs, while recommending optimal insurance products for financial security. Focused on cultivating strong client relationships and enhancing customer satisfaction through expert guidance.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Account Executive
Branco Insurance Group
Naugatuck, CT
08.2019 - Current
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Implemented strategic initiatives that increased overall sales performance and client engagement.
- Developed tailored insurance solutions based on comprehensive client needs assessments.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
- Analyzed market trends to identify opportunities for business growth and expansion.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Coordinated with underwriting teams to ensure timely policy approvals and renewals.
- Led cross-functional projects aimed at improving operational efficiency within sales processes.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Mentored junior team members, fostering professional development and knowledge sharing.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
- Enhanced team performance, sharing best practices and mentoring junior account executives.
Agency Owner
Horace Mann, Northwest Connecticut
12.2016 - Current
- Developed professional relationships to secure long-term partnerships and drive agency growth
- Analyzed customer needs and provided best options, upselling products and services
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Reviewed insurance inquiries, working effectively to accommodate various requests to build the agency's reputation as a service provider
- Presented informative financial insights to large groups, attracting new clients and promoting financial literacy
- Responded to customer inquiries within 4 hours, enhancing customer satisfaction and trust
- Maintained business portfolio worth $1.5 million
Licensed Sales Producer
Allstate, Derby, Ct
Derby, Ct
02.2016 - 12.2016
- Contacted 50-75 warm leads weekly to establish relationships and convert potential clients.
- Presented and clearly explained insurance policy options based on clients' needs and goals
- Researched coverage and premium options and supplied clients with the best coverage available
- Conducted fact-finding to identify client needs, ensuring optimal protection of assets./
- Engaged customers by clearly explaining document details, enhancing their understanding and satisfaction.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution
Server Shift Leader
Jesse Camille’s Restaurant, Naugatuck, Ct
Naugatuck, Ct
11.2013 - 02.2016
- Recommended daily specials, wine selections, and desserts to increase sales of profitable items
- Met or exceeded sales targets on a consistent basis with proactive promotional strategies and dessert mentions
- Served an average of 50 patrons daily at a casual dining restaurant with consistent recommendations for exceptional service
- Monitored dining room during service to enhance guest satisfaction and inform servers and bussing staff of service needs
- Collaborated with kitchen staff to determine item counts for efficient service preparation
- Recorded orders and partnered with team members to efficiently serve food and beverages
- Calculated charges, issued table checks and collected payments from customers
- Assisted in preparing for special functions and banquets by setting up and taking down tables and chairs and decorating
- Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties
Server
Giuseppe’s Italian Restaurant, Naugatuck, Ct
Naugatuck, Ct
10.2011 - 11.2013
- Increased sales by actively promoting desserts, appetizers, and specialty drinks to patrons
- Enhanced customer experience by proactively refilling drinks and anticipating needs for condiments and napkins
- Streamlined table service by efficiently removing courses, replacing utensils, and refilling beverages
- Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests
- Executed opening and closing checklists to ensure organized and clean dining environment
- Managed closing duties, including restocking items and reconciling cash drawer
Education
History and Sociology
Central Connecticut State University
New Britain, CtSkills
- Insurance sales strategy
- Quoting and pricing policies
- Prospecting strategies
- Client asset management
- Cross-selling and upselling
- Lead development
- Renewing policies
- Policy adjustments
- Developing policies
- Account management
- Pipeline management
- Market analysis
- Risk management
- Customer follow-up
- Complaint handling and resolution
- Client relations expert
- Relationship building
- Sales proficiency
- Sales strategy alignment
- Sales presentation
- Organizational skills
- Detail-oriented
- Communication skills
- Multitasking
- Adaptability and flexibility
- Thrives under pressure
- Self-motivated
- Team leadership
- Teamwork and collaboration
- Complex problem-solver
- Market knowledge
- Communication skills
- Active listening
- Verbal communication
- Written communication
- Interpersonal skills
- Customer advocate
- Goal setting
- Written communication
- Adaptability and flexibility
Certification
- Life and Health License
- Property and Casualty License
- Series 6 & 63
Timeline
Account Executive
Branco Insurance Group
08.2019 - Current
Agency Owner
Horace Mann, Northwest Connecticut
12.2016 - Current
Licensed Sales Producer
Allstate, Derby, Ct
02.2016 - 12.2016
Server Shift Leader
Jesse Camille’s Restaurant, Naugatuck, Ct
11.2013 - 02.2016
Server
Giuseppe’s Italian Restaurant, Naugatuck, Ct
10.2011 - 11.2013
History and Sociology
Central Connecticut State University