Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Affiliations
additional knowledge area
education certifications
professional development
References
Timeline
Generic

KATHERINE WINSTON

Columbus,Ohio

Summary

Dynamic, Professional, with years of consulting, customer acquisition, experience customer service leader with over 10 years in customer support, data analysis, passionate, creative, driven, work well under pressure, excellent communication skills, proactive thinker, and attention to detail. Excited to bring my passion and skills to a new team. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

21
21
years of professional experience
1
1
Certification

Work History

License Health Insurance Producer

TTEC Healthcare Solutions
09.2020 - 12.2023
  • Enrolling Senior and qualified applicants into Medicare Advantage Health plans
  • Counseling individuals on Medicare rules, Federal Compliance, and HIPPA Guidelines
  • Number one Salesperson on my team, having contributed over $1.5 Mil
  • In sales from 2021 to 12/2023
  • Advocated on behalf of clients with Medical Insurance Carriers and Medicare assuring clients recieve all benefits due to them.

Independent Life Insurance Producer

PHP
03.2018 - 08.2020
  • Customized Life insurance products for a diverse group of individuals
  • Customer acquisition through cold and warm calling, educational events, and marketing events
  • Creating Educational and Marketing events
  • Managing Customer complaints, issues, and advocating on behalf of clients.

Residential/ Small Business Sales Agent

ADT
08.2010 - 09.2012
  • Consulted clients with regards to lifestyle, and security needs
  • Create and customize security systems according to specific needs of each client's concerns
  • Generated business through Trade Shows, Marketing events, Sales Force, Referrals, and cold and warm calling
  • Travel multiple state selling Residential Security Systems.

Relationship Manager

Heartland Payment Systems
09.2008 - 07.2010
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

In Store Marketer

Sears Holding
03.2008 - 07.2010
  • Generated leads for Sears Home Improvement
  • In store marketing, talking to shopper about home improvements
  • Help resolved in store customer complaint(s)
  • Also trained co-worker in the art of generating leads.

Owner/ License Broker/Mortgage Loan Originator

Ace Funding Solutions
03.2003 - 12.2007
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.

Education

No Degree - Human Development

Landmark Education
Chicago, IL
01.2015

No Degree - Mass Communication

Waubonsee Community College
Sugar Grove, IL
12.2014

Skills

  • Teamwork and Collaboration
  • Presentation Skills
  • Relationship Building
  • Sales Leadership
  • Negotiation
  • Lead Development
  • Contract Negotiation
  • Lead Generation
  • Attention to Detail
  • Problem Solving

Accomplishments

#1 salesperson on the team having closed over 1.5 Million dollars in enrollments into Medicare Advantage Health plans for 2021 thru 2023

Was named Loan Originator of the year By Title Company of America

Certification

  • License Life & Health Insurance Producer, OH, 03/2018, 36 Other US States
  • License Notary Signing Agent, OHIO, 07/2020

Affiliations

  • Traveling to places national and international
  • Creative Gardner

additional knowledge area

  • Customer Service
  • Customer Acquisition
  • Call Center
  • Customer Relationship Management
  • Sales Force
  • Customer Support
  • Virtual Sales

education certifications

  • Landmark Education, Chicago, IL, Ontology and Human Development, 1996, 2015
  • Waubonsee Community College, Mass Communication, 2013, 2014

professional development

Krass, New York, New York, NY, 10/2005

References

References available upon request.

Timeline

License Health Insurance Producer

TTEC Healthcare Solutions
09.2020 - 12.2023

Independent Life Insurance Producer

PHP
03.2018 - 08.2020

Residential/ Small Business Sales Agent

ADT
08.2010 - 09.2012

Relationship Manager

Heartland Payment Systems
09.2008 - 07.2010

In Store Marketer

Sears Holding
03.2008 - 07.2010

Owner/ License Broker/Mortgage Loan Originator

Ace Funding Solutions
03.2003 - 12.2007

No Degree - Human Development

Landmark Education

No Degree - Mass Communication

Waubonsee Community College

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KATHERINE WINSTON