Summary
Overview
Work History
Education
Skills
Websites
Certification
Software Competencies
Timeline
Generic

KATHRYN LAFAVE

Denver,CO

Summary

Experienced Sales and Business Consultant supporting and implementing strategic initiatives for business transformation with solid experience in agency on-boarding, training and implementation, customer engagement, and sales process improvements. Proven ability to create material and deliver training and presentations that educate business owners and drive organizational growth and customer satisfaction. Excels independently, and as part of a team, in fast paced environments. Well-versed in communicating and coaching business leaders to transform business goals into actionable improvements and profitable outcomes. Demonstrates success in developing and interpreting production trends to identify opportunities for performance improvement.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Business Process Consultant

Allstate Insurance Co
07.2021 - Current
  • Develops a strong on-boarding experience for new business owners on the adoption of new company platform(s)
  • Educates, trains and develops new business owners virtually and in-person on products, underwriting, retention, data information, production reports, and business operations
  • Partners with cross functional teams to identify any user concerns and increase profitable business
  • Evaluates results and implements changes necessary to ensure increased production
  • Builds and maintains best practices for the successful development of new agencies
  • Meets and exceeds annual sales goals across multiple markets.

Business Process Consultant

Allstate Insurance Co
06.2020 - 07.2021
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies
  • Educated and empowered agents and employees on how to solve problems in real time
  • Responsible for documenting detailed cases in Salesforce/CRM platforms
  • Ability to navigate and multi-task across multiple platforms to perform role efficiently
  • Coached agents on reporting such as audits, production and business metrics
  • Ability to collaborate with other departments to find solutions in a timely manner
  • Provided coaching, leadership and guidance to agency owners countrywide
  • Able to advise agents on successful business practices such as quote volume, sales talk paths, and tracking production.

Agent Consultant

Allstate Insurance Co
03.2015 - 06.2020
  • Responsible for the delivery and implementation of basic new agency office processes relative to technology utilization and other on-boarding/agency development needs for new Exclusive Agent (EA) appointments and outside buyers
  • New agency development
  • Educated and developed new agencies in person and virtually
  • Developed producers over a defined time period in agencies to ensure a consistent experience for all new producers.

Education

Bachelor of Science Degree - Behavioral Science, emphasis in Early Childhood Education

Metropolitan State College of Denver
01.2002

University of Tennessee
01.1994

Skills

  • Sales Processes
  • On-boarding and Coaching
  • Training & Development
  • Sales Development
  • Performance Evaluation
  • Sales Forecasting
  • Sales Management
  • Conflict Resolution
  • Operations Management
  • Software Implementation
  • Proficient in Salesforce and CRM systems
  • Cross-Functional collaboration

Websites

Certification

Property and Casualty Insurance Licenses

Software Competencies

  • Microsoft Office (Word, Excel, and Outlook)
  • CRM (Salesforce)
  • Microsoft Teams
  • Zoom
  • Power BI reports

Timeline

Business Process Consultant

Allstate Insurance Co
07.2021 - Current

Business Process Consultant

Allstate Insurance Co
06.2020 - 07.2021

Agent Consultant

Allstate Insurance Co
03.2015 - 06.2020

Bachelor of Science Degree - Behavioral Science, emphasis in Early Childhood Education

Metropolitan State College of Denver

University of Tennessee

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KATHRYN LAFAVE