Katie Tisone
Arlington Heights
Summary
Skilled in data analysis, identifying and leveraging trends to drive business, known for results-oriented approach and strong communication skills with a proven ability to collaborate effectively with external and internal clients.
Overview
24
24
years of professional experience
Work History
Strategic Account Executive
Ametros Financial Corporation
06.2016 - Current
- Finding ways to increase the referral funnel implementing automated programs
- Analyze data trends finding areas for more thoughtful engagement and education
- Hold quarterly calls with BDMs and Account Specialists providing updates on accounts
- Collaborate with marketing to create client specific marketing materials
- Used data to locate offices and jurisdictions that would benefit from additional education
- Implemented new training techniques to better connect with adjusters
Business Development Manager
Ametros Financial Corporation
07.2017 - 09.2021
- Collaborated often with Account Management to effectively grow accounts
- Spoke at several national conferences, strengthening relationship with Ametros
- Attention to detail, being organized, and being prepared, made settlement collaboration a smoother process
- Utilized past relationships to become better acquainted with mutual client
- Trained new hires, was a Dynamics Super User, and created templates and processes still used by Account Specialists today
Client Engagement Coordinator
Ametros Financial Corporation
06.2016 - 07.2017
- Educated clients on Ametros’ became a “go-to” person in home office
- Created new follow up and communication processes
- Spoke with Members who were in the process of settling and discussed how Ametros was a benefit to them post settlement
Manager
Carrabba’s Italian Grill
01.2015 - 04.2016
Social Security Specialist, MSP Coordinator
ISO Claims Partners
03.2009 - 12.2014
Northeast Account Manager
Gemline, Inc.
05.2007 - 03.2009
Office Manager
Siding and Roofing Systems, Inc.
03.2005 - 04.2007
Bartender, server, host, line cook, cash handler
Olive Garden
05.2002 - 02.2007
Education
Bachelor of Science -
Urbana University
Urbana, OHSkills
- Strategic account management
- Client relationship building
- Data analysis and reporting
- Training program development
Timeline
Business Development Manager
Ametros Financial Corporation
07.2017 - 09.2021
Strategic Account Executive
Ametros Financial Corporation
06.2016 - Current
Client Engagement Coordinator
Ametros Financial Corporation
06.2016 - 07.2017
Manager
Carrabba’s Italian Grill
01.2015 - 04.2016
Social Security Specialist, MSP Coordinator
ISO Claims Partners
03.2009 - 12.2014
Northeast Account Manager
Gemline, Inc.
05.2007 - 03.2009
Office Manager
Siding and Roofing Systems, Inc.
03.2005 - 04.2007
Bartender, server, host, line cook, cash handler
Olive Garden
05.2002 - 02.2007
Bachelor of Science -
Urbana University