Katie Kaiser
Edgewater,FL
Summary
I am a team player looking to build and grow with a compassionate company. I have been in customer service for 10+ years and love what I do. I love working and helping people through their lives. I am a fast learner and love to stay busy. Very dependable and able to multi task in a fast paced environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
State Farm
05.2023 - Current
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Obtained underwriting approval by completing application for coverage.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Developed and implemented promotional strategies to increase customer base.
Financial Relationship Consultant
Region's Bank
03.2018 - 05.2023
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
- Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations
- Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
- Provides a consistent optimal customer experience, including handling customer’s transactional needs
- This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want
- Ownership and resolution of customer issues
- Refers customers to an internal team of experts when complex financial goals and needs are recognized
- Ensures safe and sound banking practices including adherence to all applicable laws and regulations
- NMLS license
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Informed clients of strategies for reducing debt and maximizing savings.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Teller I
TD Bank
12.2016 - 03.2018
Pharmacy Technician
CVS Pharmacy
02.2016 - 11.2016
Pharmacy Technician
Publix
01.2008 - 01.2016
Education
Seminole State College of Florida
Sanford, FLSkills
- Production Goals
- Operational Efficiency
- Professional Relationships
- Microsoft Word
- Customer Relations
- Customer Service
- Multi-Line Phone Talent
- Critical Thinking
- Office Equipment Proficiency
- Problem-Solving Ability
- Typing Proficiency
- Calm and Professional Under Pressure
Certification
Notary
440 License
214 License
Timeline
Licensed Insurance Sales Agent
State Farm
05.2023 - Current
Financial Relationship Consultant
Region's Bank
03.2018 - 05.2023
Teller I
TD Bank
12.2016 - 03.2018
Pharmacy Technician
CVS Pharmacy
02.2016 - 11.2016
Pharmacy Technician
Publix
01.2008 - 01.2016
Seminole State College of Florida
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