Katie Roozeboom
DesMoines,IA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Talented professional with expertise in Trainer role. Dynamic public speaker known for meeting demanding training schedules and exceeding management expectations. Considered valuable asset to any team.
Overview
18
18
years of professional experience
Work History
Licensed Insurance Performance Sales Manager
C3 Customer Contact Channels
WFH, IA
11.2021 - Current
- Managed on-site insurance personnel, training staff in procedures, workflows and sales goals.
- Retained talented staff through effective training, delivering quality feedback that helped team members achieve goals.
- Conducted risk assessments and identified appropriate risk control measurements to utilize.
- Promoted sound financial management internal controls to safeguard company resources.
- Supported sales team members to drive growth and development.
- Implemented creative sales and marketing strategies to assist sales team with reaching targets.
- Evaluated employee progress and compliance while identifying areas for additional coaching by monitoring daily performance.
- Many times rated #1 sales team on a daily/weekly/monthly basis.
Trainer/Licensed Insurance Sales Agent
Everise C3Connect
Work From Home, Iowa
08.2020 - 11.2021
- Developed and coordinated trainings to help individuals learn company policies and procedures and job tasks.
- Trained newly hired top talent to fill key positions and maximize productivity.
- Tested trainees on materials to determine levels of understanding and areas requiring further instruction.
- Scripted, recorded and uploaded instructional videos for remote learning students.
- Completed frequent assessments of training materials, structure and success rates to enhance program.
- Documented participant attendance, engagement and progress.
- Identified and solved complex problems related to employee training, management and business direction.
- Exceeded team goals by partnering with staff to share and implement best practices.
- Pursued continued professional development through insurance workshops, course and webinars.
Licensed Insurance Agent
American Income Insurance Company
Urbandale, IA
03.2020 - 08.2020
- Upsold products to policyholders and potential new clients.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Drove client retention by increasing savings opportunities and identifying premium discounts.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Received underwriting approvals after accurately completing applications for insurance coverage.
Head Cook
Waukee Community School District
Waukee, IA
11.2016 - 03.2020
- Taught kitchen staff about proper nutrition, food allergies and dietary issues.
- Communicated with kitchen employees, answered questions and offered insight into food preparations.
- Kept kitchen, cooking utensils and storeroom clean at all times.
- Assessed inventory levels and placed orders to replenish goods before supplies depleted.
- Trained kitchen workers on culinary techniques.
- Monitored facilities and identified maintenance and repair needs.
- Developed and implemented strategies to enhance team performance, improve processes and boost results.
- Oversaw food preparation, production and presentation according to quality standards.
Shift Manager
Arby's Restaurant
Ottumwa, IA
07.2016 - 11.2016
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Generated reports to assess performance and adjusted workflows to realign with targets.
- Upheld company standards and compliance requirements for operations and cleanliness.
- Managed schedules, accepted time off requests and found coverage for shifts.
- Coordinated shift-based inventory receiving, auditing and restocking.
- Documented receipts, employee hours and inventory movements.
CNA
Self-employeed
Pella, IA
07.2006 - 06.2016
- Conducted routine checks on standard patient vitals, including blood pressure, blood sugar and heart rate.
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
- Used mobility devices to transport patients.
- Collected specimens, monitored vitals and maximized patient comfort to maintain optimal environment.
- Exhibited compassionate care and communication regarding issues surrounding death and dying.
- Consulted with nurses to develop patient care plans and evaluate treatment options.
- Managed and maintained patient rooms, shared-living areas and nursing stations.
- Responded to patient alarms and needs-assessment requests to identify course of treatment.
Education
High School Diploma -
Pella Christian High School
Pella, IA05.2005
Skills
- Team training and development
- Policy adjustment knowledge
- Planning
- Supervision
- People skills
- Leadership
- Flexible
- MS Office
- Online-based education
- Materials organization
- Presentations and demonstrations
- Computer technology
- Course development
Timeline
Licensed Insurance Performance Sales Manager
C3 Customer Contact Channels
11.2021 - Current
Trainer/Licensed Insurance Sales Agent
Everise C3Connect
08.2020 - 11.2021
Licensed Insurance Agent
American Income Insurance Company
03.2020 - 08.2020
Head Cook
Waukee Community School District
11.2016 - 03.2020
Shift Manager
Arby's Restaurant
07.2016 - 11.2016
CNA
Self-employeed
07.2006 - 06.2016
High School Diploma -
Pella Christian High School
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