Katie Peterson
Fairway,KS
Summary
Expert in financial services with a focus on relationship management and consultative sales. Proficient in leading clients through the complexities of employee benefits and M&A advisory while maintaining a seamless experience across service lines. Strong track record in fostering long-term partnerships and enhancing client satisfaction.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Employee Benefits Specialist / Relationship Manager
CBIZ
Kansas City, MO
05.2023 - Current
- Served as trusted Relationship Manager, cultivating in-depth understanding of client businesses, priorities, and financial needs to tailor solutions effectively.
- Ranked among the top five employees nationwide for cross-selling revenue within the organization of approximately 9,500 team members, demonstrating strong sales effectiveness.
- Generated leads and managed full sales cycle from prospecting and discovery to presentations, negotiations, closing, and ongoing relationship management, enhancing client engagement.
- Identified client needs beyond employee benefits, facilitating connections to additional financial services and expertise across the organization to enhance overall value.
- Remain the Relationship Manager for every service line referred, while continuing to own the overall client relationship while coordinating internal relationships across divisions and bringing in the appropriate specialists.
- Acted as a consistent point of contact across service lines, creating a seamless client experience and strengthening relationships across the organization.
- Led ongoing client strategy, renewals, carrier negotiations, plan design discussions, and executive presentations.
- Advised clients through M&A activity on due diligence, risk considerations, benefit strategy, and post-transaction integration, coordinating with internal and external advisors to ensure seamless service delivery.
Client Advocate
Lockton Companies
Kansas City, MO
01.2022 - 05.2023
- Managed the full sales cycle from prospecting and discovery through presentations, negotiations, closing, and ongoing relationship management.
- Developed and presented tailored employee benefits strategies that aligned with client objectives, ensuring continued engagement and support post-sale.
- Advised on insurance and employee benefits during M&A transactions, collaborating with business owners and executives to assess benefits-related risks and due diligence considerations.
- Built trusted relationships with business owners, executives, and key decision-makers by understanding their businesses, workforce needs, and long-term priorities.
- Generated new business opportunities through proactive lead generation and relationship development, expanding client base and fostering long-term partnerships.
Employee Benefits
Creative Planning
Leawood, KS
01.2019 - 01.2022
- Independently generated leads and managed opportunities throughout the full sales cycle, from discovery and solution development through presentation and close.
- Cultivated relationships with business owners, executives, and prospective clients in Creative Planning's Employee Benefits division to drive engagement.
- Nurtured client relationships, establishing a strong foundation in Creative Planning's relationship-focused approach to enhance client satisfaction.
Education
Bachelor's Degree - Finance
University of Kansas School of Business
Lawrence, KS01-2018
Finance
University of Mississippi
Oxford, MI01-2016
Skills
- Client Development Relationship Management M&A Advisory Due Diligence Consultative Sales Full-Cycle Business Development Lead Generation Cross-Serving Executive Relationships Financial Services Employee Benefits Client Retention & Growth Prospect Development Strategic Client Consulting
- Employee benefits administration
- Regulatory compliance
- Risk management
- Benefit strategy
Personal Information
Title: Client Development | Relationship Management | Financial Services
RECOGNITION
CBIZ National Recognition - Cross-Serving & Referrals | Ranked among the top five employees nationwide for cross-serving revenue across approximately 9,500 team members, driven by identifying broader client needs, connecting clients with additional financial services, and remaining the Relationship Manager across referred service lines.
Certification
- life and health license
property and casualty license
Timeline
Employee Benefits Specialist / Relationship Manager
CBIZ
05.2023 - Current
Client Advocate
Lockton Companies
01.2022 - 05.2023
Employee Benefits
Creative Planning
01.2019 - 01.2022
Bachelor's Degree - Finance
University of Kansas School of Business
Finance
University of Mississippi