Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Katherine Poteet

Indianapolis,Indiana

Summary

Dedicated account manager with a strong focus on streamlining operations and enhancing client relationships. Proven record of implementing procedures that drive efficiency and retention, ensuring alignment with client needs while maintaining compliance with industry regulations.

Overview

23
23
years of professional experience

Work History

Account Manager

Church Mutual Insurance Company
03.1998 - 02.2013
  • Implemented new procedures and technologies that improved efficiency and streamlined operations.
  • Managed client relationships to ensure satisfaction and retention.
  • Coordinated insurance policy renewals and modifications to align with client needs and ensure coverage continuity.
  • Facilitated communication between clients and internal teams to resolve issues.
  • Developed customized insurance solutions to address specific client needs and mitigate risks effectively.
  • Conducted regular reviews of client accounts to identify opportunities for service enhancement.
  • Analyzed market trends to inform strategic decision-making for client services.
  • Implemented feedback mechanisms to improve service delivery and client engagement.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Resolved customer complaints in a timely manner.
  • Acted as main point of contact in matters relating to client concerns and needs.
  • Developed strategies to increase revenue from existing accounts.
  • Maintained accurate records of all customer interactions in the CRM system.
  • Negotiated contracts with clients to maximize profitability.
  • Renewed existing accounts through relationship building, enhancing client loyalty and retention.
  • Analyzed client data and identified opportunities for growth.
  • De-escalated customer interactions by providing alternative solutions to issues.
  • Ensured compliance with industry regulations when dealing with clients.
  • Generated leads through cold calling activities.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Attended conferences as a representative of the company.
  • Solicited feedback from customers on their experience with products or services.
  • Monitored competitor activities in order to stay ahead of the competition.
  • Addressed customer questions and concerns regarding products and services.
  • Collaborated with marketing teams to develop targeted campaigns for account acquisition and growth.
  • Utilized problem-solving skills when dealing with difficult customers.
  • Resolved client issues and complaints in a timely and effective manner, ensuring client satisfaction.
  • Utilized CRM tools to track client interactions, sales opportunities, and account history.
  • Provided technical assistance during product demonstrations or presentations.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Listened to customer needs to identify and recommend best products and services.
  • Identified customer needs by asking questions and advising on best solutions.
  • Produced sales documents, finalized deals and filed records.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Greeted and assisted customers to foster positive experiences.
  • Increased profitability and revenue by identifying customer needs and determining appropriate offerings.

Combat Medic

U.S. Army National Guard
07.1990 - 07.2002

Provided emergency medical care to injured soldiers in various environments.

  • Assisted in evacuation of casualties to medical facilities.
  • Conducted health assessments and monitored vital signs of patients.
  • Instructed troops on injury prevention and health maintenance practices, fostering a culture of safety and wellness.
  • Maintained and managed medical supplies and equipment for operational readiness.
  • Documented patient information and treatment procedures accurately in records.
  • Gathered information about patient medical histories and current health conditions in order to make sound decisions for treatment.
  • Conducted health assessments on individuals prior to deployment into training areas.
  • Maintained a safe environment by adhering to sanitation control policies and procedures.
  • Completed regular patrols of assigned areas within operations areas.
  • Led diverse training simulations to prepare teams for combat and emergency situations.
  • Provided fast and accurate emergency response to injured teammates, providing first aid, and Buddy Care.
  • Transported casualties to medical facilities using ground ambulances.
  • Monitored vital signs of patients during transport and medical evacuation operations.
  • Coordinated with other medics to provide timely and effective treatment for wounded service members.
  • Evaluated battlefield injuries and determined appropriate course of action for treatment.
  • Instructed military personnel in basic life support techniques.
  • Performed preventive medicine duties such as immunizations.
  • Performed patient triage activities following established protocols.
  • Administered intravenous solutions to dehydrated soldiers.
  • Assisted in the setup and operation of field medical facilities.
  • Inserted IVs and administered oral and injectable medications.
  • Calmed patients by carefully explaining each step and remaining composed.
  • Bandaged wounds and determined necessity for stitches or sutures.

Manager

Midwest Credit
06.1997 - 03.1998
  • Oversaw daily operations, maintaining efficiency and quality standards.
  • Managed team operations, delivering high-quality customer service.
  • Developed and implemented strategies, boosting customer satisfaction and loyalty.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted performance evaluations, providing feedback and coaching for team development.
  • Monitored staff performance and addressed issues.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Coordinated loan processing workflows to improve efficiency and accuracy.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Resolved customer complaints and issues promptly, maintaining a positive brand image.
  • Cultivated client relationships, enhancing trust and loyalty.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Produced thorough, accurate and timely reports of project activities.
  • Oversaw compliance with financial regulations and company policies.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Certified Trainer

Dennys Restaurant
Indianapolis, Indiana
07.1992 - 10.1997
  • Conducted training sessions for new and existing employees on server technologies.
  • Trained staff on food safety and hygiene practices.
  • Mentored new hires on menu knowledge and customer service techniques.
  • Evaluated server performance and skills regularly to identify areas for improvement.
  • Implemented standardized service protocols for consistency across shifts.
  • Resolved customer complaints effectively to improve service quality.
  • Monitored trainee progress throughout certification process to ensure readiness.
  • Responded promptly to customer inquiries regarding server operations.
  • Multitasked effectively to deliver menu items to guests.
  • Maintained accurate records of all training activities conducted.
  • Provided guidance on installation and configuration of servers.
  • Maintained a library of instructional materials, including handouts, tutorials, and videos.

Education

High School Graduate or equivalent - Health Occupations

Smith Vocational Agricultural Highschool
Northampton, MA
06-1990

Medical Specialist -

U.S. Army
Ft Sam Houston, TX

Skills

  • Account management
  • Client relationship management
  • Customer relationship management (CRM)
  • Client rapport
  • Sales solutions
  • Sales persuasion
  • Overcoming objections
  • Product marketing and sales
  • Contract negotiation
  • Project management
  • Business needs assessment
  • Team collaboration
  • Communication expertise
  • Communication skills
  • Customer service
  • Problem solving
  • Relationship building
  • Communication skills
  • Customer relationship management (CRM)

Accomplishments

Indiana Soldiers Medal

Timeline

Account Manager

Church Mutual Insurance Company
03.1998 - 02.2013

Manager

Midwest Credit
06.1997 - 03.1998

Certified Trainer

Dennys Restaurant
07.1992 - 10.1997

Combat Medic

U.S. Army National Guard
07.1990 - 07.2002

High School Graduate or equivalent - Health Occupations

Smith Vocational Agricultural Highschool

Medical Specialist -

U.S. Army
Katherine Poteet