Katherine Hayward
Naugatuck,Ct
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Demonstrated ability to collect and analyze data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Executive
Branco Insurance Group
08.2019 - Current
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- 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.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Enhanced team performance, sharing best practices and mentoring junior account executives.
- Facilitated resolution of client issues by acting as liaison between customer service and claims teams.
- Streamlined internal processes for customer relationship management, significantly reducing response times to client inquiries.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Maintained current knowledge of evolving changes in marketplace.
- Set and achieved company defined sales goals.
Agency Owner
Horace Mann
12.2016 - 08.2019
- Provided quick turnaround time when customers called with questions, usually within 4 hours
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
- Analyzed customer needs and provided best options, upselling products and services
- Cultivated professional relations to establish long-term profitable partnerships
- Maintained pleasant and cordial attitude at all times, even when issues arose
- Received underwriting approvals after accurately completing applications for insurance coverage
- Reviewed insurance inquiries, working effectively to accommodate various requests to build the agency's reputation as a service provider
- Delivered effective, informative financial presentations to large groups in an effort to build a lucrative client base and improve customers' financial well-being
- Delivered outstanding customer service and built rapport with clients
- Maintained business portfolio worth $1.5 million
- Developed tailored insurance solutions by analyzing client needs and providing appropriate coverage options.
- Implemented effective marketing strategies that increased brand awareness and drove client engagement.
Licensed Sales Producer
Allstate
02.2016 - 12.2016
- Conducted fact finding in order to ascertain client needs as a way to provide adequate protection of their assets/
- 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
- Engaged customers and provided high level of service by carefully explaining details about documents
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution
- Called 50-75 warm leads each week to expand client base
Server Shift Leader
Jesse Camille's Restaurant
11.2013 - 02.2016
- Recommended daily specials, wine selections and desserts to guide patrons toward more profitable items
- Assisted kitchen staff with food counts by determining number of items required for complete service
- Met or exceeded sales targets on consistent basis with proactive promotional strategies and dessert mentions
- 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
- Served average of 50 patrons daily at a casual dining restaurant with consistent recommendations for exceptional service
- Walked through dining room during service to ensure guest satisfaction and advise servers and bussing staff of specific service needs
- Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties
- Recorded orders and partnered with team members to efficiently serve food and beverages
Server
Giusseppe's Italian Restaurant
10.2011 - 11.2013
- Completed opening and closing checklists, including emptying trash, safeguarding alcohol and polishing silverware
- Managed closing duties, including restocking items and reconciling cash drawer
- Promoted desserts, appetizers and specialty drinks
- Maintained table settings by removing courses, replacing utensils and refilling beverages promptly
- Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins
- Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special request
Education
History and Sociology
Central Connecticut State University
New Britain, CtSkills
- Developing policies
- Loss prevention
- Renewing policies
- Policy adjustment knowledge
- Cold calling
- Organizational skills
- Natural leader
- Email marketing
- Lead development
- Thrives under pressure
- Client relations expert
- Cross-selling and upselling
- Asset protection expertise
- Production-oriented
- Customer follow-up
- Insurance sales strategy
- Quoting and pricing policies
- Complaint handling and resolution
- Data collection
- In-depth knowledge of markets and relationships
- Complex problem-solver
- Excellent communication skills
- Building strong relationships
- Client account management
- Self-motivated
- Customer advocate
- Sales presentations
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
- Written and verbal communication
- Customer service
- New business opportunities
- CRM software expertise
- Customer relations
- Sales quota achievement
- Customer relationships
- Customer presentations
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
12.2016 - 08.2019
Licensed Sales Producer
Allstate
02.2016 - 12.2016
Server Shift Leader
Jesse Camille's Restaurant
11.2013 - 02.2016
Server
Giusseppe's Italian Restaurant
10.2011 - 11.2013
History and Sociology
Central Connecticut State University
Personal Information
Title: Insurance Agent