Katie A. Meyer

● Licensed Health and Commercial insurance broker; recently obtained Consulting license in health & life insurance

● Sourced and sold new clients via networking, cold calling, referral/channel management, and industry events

● Led client presentations for sales and renewals; presented at industry seminars and employee benefit meetings

● Developed and cultivated strong relationships with clients and carrier partners; retained over 95% of client base (sold & managed nearly $2MM book of business in tenure)

● Consulted and educated clients on market trends and strategies and regularly attended educational seminars (CE credits)

● Pioneered and trained peer advisors on the agency cross-selling/team selling initiative and sales cycle processes (emphasis needs analysis & referral channel management)

● Analyzed reports and industry trends to identify new business and cross-sell opportunities

● Created strategic partnerships and channels to develop warm referrals and robust pipeline

● Negotiated and communicated with clients and carriers as intermediary

● Managed CRM system to track sales pipeline and client interactions

• Presented services to decision makers across target accounts and closed the sales
• Managed sales pipeline in CRM, ensuring timely follow-up and engagement with prospects
• Prospected businesses for payroll and HR and insurance solutions and conducted thorough needs analysis
• Built and maintained client relationships, enhancing retention and satisfaction
• Identified opportunities for cross-selling additional products and services and partnered with team sell additional revenue per unit.
• Developed strategic partnerships in multiple referral "channels" (ex. CPA, bankers, attorneys, etc.) generating warm referrals and driving sales through channel marketing initiatives.
• Attended regular training to be a subject matter expert within areas of HR, HRIS, payroll, payroll tax, ACA and benefits, and small business needs

• Presented product benefits to ophthalmologists and practice staff, driving informed purchasing decisions.
• Cultivated strong relationships with physicians through regular visits, facilitating discussions on product offerings and services.
• Managed large geographic territory by utilizing time management skills & fostered physician and clinic relationships to enhance product adoption & market penetration.
• Conducted new product launches & managed clinical trials via office presentations and educational sessions.
• Tracked sales calls and account activity in CRM.
• Attended multiple educational sessions surrounding white paper clinical reports and how to position to increase physician utilization of the products.
• Analyzed pharmacy prescribing reports weekly to identify areas of opportunity to target physicians with most opportunity to increase adoption

• (Outlined responsibilities from past position at Paychex Inc. since rehired for same position and territory)

• Managed & led team in rental branch as Asst. Branch Manager and also as Asst. Sales/Finance Manager of the Car Sales Division
• Executed sales and marketing strategies for retail customers and corporate accounts to drive engagement.
• Led training sessions for new trainees on company protocols to ensure adherence and consistency.
• Completed comprehensive training in customer service, sales, marketing, branch operations, and finance to enhance operational knowledge. Was promoted