Katrina McBride
Middle Island,NY
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
28
28
years of professional experience
Work History
Licensed Producer
Chris Herbst Agency
07.2022 - Current
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
- Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
- Resolved customer complaints promptly, demonstrating empathy and commitment to excellent service standards.
- Finalized sales and collected necessary deposits.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
Licensed Sales Producer
Chris Brauer Agency
09.2017 - 07.2022
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Resolved customer complaints promptly, demonstrating empathy and commitment to excellent service standards.
- Streamlined administrative tasks such as processing applications, updating records, collecting premiums to ensure smooth operations during peak periods.
- Conducted annual reviews of existing policies to update information.
Licensed Personal Banker
Astoria Bank
04.1996 - 08.2017
- Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
- Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
- Reconciled customer accounts and balanced daily transactions.
- Explained account terms and conditions to customers.
- Responded to customer inquiries regarding new accounts and account services.
- Backed up teller team by handling needs of new and existing customers at main counter.
Education
Bachelor of Science - Advertising
New York Institute of Technology
Central Islip, NYSkills
- Insurance sales expertise
- Goal Setting and Achievement
- Presentation abilities
- Conflict resolution techniques
- Organizational abilities
- Work Planning and Prioritization
- Customer Engagement
- Production Requirements
- Timeline Management
Timeline
Licensed Producer
Chris Herbst Agency
07.2022 - Current
Licensed Sales Producer
Chris Brauer Agency
09.2017 - 07.2022
Licensed Personal Banker
Astoria Bank
04.1996 - 08.2017
Bachelor of Science - Advertising
New York Institute of Technology
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