Katherine McCalla
Roseville,CA
Summary
Highly experienced Finance and Insurance Director with a strong track record of delivering profitable results by implementing effective best practices. Skilled in building client relationships and educating consumers throughout the financial process, resulting in high closing percentages and increased product penetration for employers. Seeking an opportunity to share extensive financial knowledge while utilizing problem-solving skills and staying updated on new business techniques. Knowledgeable Insurance Agent with a comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Expertise lies in risk assessment and delivering exceptional customer service.
Overview
34
34
years of professional experience
Work History
Insurance Agent/Producer
KLM RV Insurance Agency LLC
06.2023 - Current
- Agency Owner
- Selling Specialty Insurance exclusively with Foremost Insurance Company
Used Truck Finance Sales
Sacramento Truck Center
09.2023 - 10.2024
- Secured commercial financing on used equipment and primarily Freightliner trucks
- Assisted with sales team in closing terms with customers that added to increased sales volume to the dealership
- Effectively assisted sales department in filling in for Sales Coordinator, purchases of new and used inventory and assisting customers when needed.
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed and maintained courteous and effective working relationships.
- Managed financial aspects of used truck sales, including financing options that resulted in added sales volume.
Finance and Insurance Director
Pan Pacific RV Centers
01.1991 - 05.2023
- Leveraged data analytics insights for informed decision-making in critical areas such as sales forecasting, budgeting, or personnel management.
- Director over three locations that helped build increased revenue through hiring and training of team members to sell after market products.
- Dealership grew to twenty three million in sales with teaming with the Sales Managers in building the Sales and Finance Departments. Recruiting and training team members.
- Added profitable aftermarket items to sell, including becoming a Point of Sale Agent for Foremost Insurance. This added a stream of revenue to the Dealership with renewals and repeat customers. Training new agents how to sell Specialty Insurance after getting licensed.
- Secured financing and lender agreements with banks and credit unions
Education
High School Diploma -
Marian High School
Skills
- Results Driven Sales Leader
- Communication
- Analytical Thinking
- Financial Reporting
- Problem-Solving
- Sales Training
- Administration and Reporting
- Performance Tracking and Evaluation
- Revenue Growth
- Idea Development and Brainstorming
- Business Planning
Leadership Experience
American Business Women's Association (ABWA)
Professional Licenses
California Department of Insurance Property and Casualty Producer License under Katherine Lillian McCalla
License # 0C19586
California Department of Insurance Property and Casualty Producer License under KLM RV Insurance Agency LLC
License # 6011344
Timeline
Used Truck Finance Sales
Sacramento Truck Center
09.2023 - 10.2024
Insurance Agent/Producer
KLM RV Insurance Agency LLC
06.2023 - Current
Finance and Insurance Director
Pan Pacific RV Centers
01.1991 - 05.2023
High School Diploma -
Marian High School
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