Katherine Kendrick
Colorado Springs,CO
Summary
Client-focused professional with over 30 years of diverse experience in insurance, consultative sales, counseling, education, claims, and music teaching/performance. Delivers tailored solutions by assessing needs and communicating complex information effectively. Skilled in writing, analytical thinking, and relationship building. Embraces continuous learning, technical tools, and AI to enhance efficiency and drive meaningful outcomes.
Overview
34
34
years of professional experience
Work History
Solutions Advisor, Custom Homes
ADT Inc.
Colorado Springs, CO
01.2024 - Current
- Delivered and sold customized integrated systems that addressed client security needs, encompassing intrusion detection, video surveillance, fire and life safety, access control, and home automation.
- Translate technical product capabilities into clear, client-centered recommendations.
- Coordinated with installation teams to ensure seamless execution and exceptional client experience from consultation through completion.
- Consistently handled over 58 activities a day to build my pipeline and maintain relationships.
Instructor and Business Owner
Katnix Ars Musica
Colorado Springs, CO
01.2017 - 01.2024
- Taught piano, beginner guitar, brass, woodwinds, voice, music engineering, and production to students with varied ages, abilities, and goals.
- Developed individualized lesson plans and tailored instructional methods to align with diverse learning styles, enhancing student engagement.
- Incorporated new technology and production tools into teaching approaches to boost student engagement and facilitate effective learning.
- Designed and executed advertising, promotion, and client-acquisition strategies to attract new clients and grow the business independently.
Insurance Agent
Farmers Insurance Group
Colorado Springs, CO
01.2022 - 01.2023
- Directed sales activities and coached team members, enhancing product knowledge and communication to elevate sales performance.
- Directed sales activities and coached team members to improve product knowledge, communication, and sales performance.
- Conducted and supported sales calls, modeling a consultative and service-focused approach.
- Developed targeted marketing strategies that increased brand visibility and fostered community engagement.
Financial Educator, Contract
Transamerica/WFG
Colorado Springs, CO
01.2020 - 01.2022
- Conducted client consultations to recommend tailored life insurance solutions that met individual needs.
- Developed comprehensive knowledge of life insurance products and industry practices to better serve clients.
- Built lasting client relationships through responsive communication and high-quality service.
- Utilized digital tools to streamline workflow and enhance client engagement.
Recruiter and Trainer
Prime Surro
Colorado Springs, CO
01.2019 - 01.2020
- Recruited gestational surrogacy candidates through targeted social media, digital advertising, and SEO strategies, enhancing candidate pool diversity.
- Built rapport with prospective candidates via direct messaging, phone conversations, and personalized support, fostering a positive candidate experience.
- Built rapport with prospective candidates through direct messaging, phone conversations, and personalized support.
- Conducted final interviews to assess candidate eligibility and readiness.
- Adapted recruitment strategies to align with rapid industry changes during COVID-19, ensuring continued candidate engagement and recruitment success.
- Adapted recruitment strategies in response to rapid industry changes during the COVID-19 pandemic.
Claim Representative and Trainer
State Farm
Bakersfield, CA
01.1993 - 01.2014
- Conducted coverage analyses, liability assessments, and investigations to support negotiations and litigation outcomes.
- Collaborated with legal counsel on litigated matters and handled workers' compensation proceedings when appropriate.
- Served as a Claims Liaison, strengthening interdepartmental coordination and internal client relationships.
- Maintained high customer service standards across multiple locations, adapting to changing operational environments to enhance client satisfaction.
- Developed and delivered a training program for incoming claim representatives, improving onboarding and knowledge retention.
Education
Bachelor's Degree - Music Performance, Composition, and Sound Design
University of Colorado Colorado Springs
Colorado Springs, Colorado12-2017
Bachelor's Degree - Psychology
Illinois State University
Normal, Illinois05-1989
Bachelor's Degree - English Language and Literature
Illinois Wesleyan University
Bloomington, Illinois05-1987
Skills
- Solution Design
- Needs-Based Analysis
- Consultative selling
- CRM
- Insurance/Claims Knowledge
- Complex Case Management
- Client engagement
- Service excellence
- Marketing Strategy
- Digital Marketing
- Training development
- Team Leadership
- Cross-functional teamwork
- Presentation skills
- Client Education
- Strategic thinking
Timeline
Solutions Advisor, Custom Homes
ADT Inc.
01.2024 - Current
Insurance Agent
Farmers Insurance Group
01.2022 - 01.2023
Financial Educator, Contract
Transamerica/WFG
01.2020 - 01.2022
Recruiter and Trainer
Prime Surro
01.2019 - 01.2020
Instructor and Business Owner
Katnix Ars Musica
01.2017 - 01.2024
Claim Representative and Trainer
State Farm
01.1993 - 01.2014
Bachelor's Degree - Music Performance, Composition, and Sound Design
University of Colorado Colorado Springs
Bachelor's Degree - Psychology
Illinois State University
Bachelor's Degree - English Language and Literature
Illinois Wesleyan University
Selected Qualifications
- Insurance expertise: Apply extensive knowledge of property, auto, workers' compensation, and life insurance, including coverage analysis, liability assessment, investigations, and litigation support.
- Cross-functional execution: Coordinate with engineering, installation, customer support, legal counsel, and other stakeholders to move complex projects and cases forward.
- Relationship management: Build trust with homeowners, builders, designers, policyholders, candidates, students, and community members.
- Training and leadership: Develop instructional programs, coach employees, train new hires, and adapt content to different learning styles.
- Marketing and recruitment: Use SEO, social media, advertising, and community education to generate leads, attract candidates, and grow client bases.
- Technology and CRM: Apply AI, digital tools, and CRM systems to conduct research, create content, manage client journeys, streamline workflows, and improve communication.
- Consultative sales: Assess client needs, explain complex options, and recommend tailored solutions across home security, insurance, and financial services.
- Gig work training AI and LLMs, editing, and writing.
- Currently learning Python