Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
ResearchAssistant

Kaycee Rush

Enumclaw,Washington

Summary

Seeking a career that offers the opportunity to lead and collaborate across the enterprise, build strategic partnerships, leverage sales and critical thinking skillsets to drive growth results professionally and personally. Qualifications: Strategic Partner across enterprise Idea generator to improve ease of doing business Business unit liaison to promote growth and culture Independent contractor experience / People first advocate Best in class customer experience promoter

Overview

14
14
years of professional experience

Work History

New Agency Specialist

01.2021 - 01.2022
  • West Territory
  • Drives agent production and sales coach leveraging various sales training methods
  • 1:1 daily consultations
  • Responsible for new business, premium, and profit objectives for all lines of business (personal, specialty, life and commercial lines)
  • Works directly with Agents and District Managers (independent contractors) and is responsible for agent growth, profitability, bonus program implementation and achievement
  • Partnership with Market Leaders to develop effective business plans to increase sales and retention efforts and improve agent product knowledge, sales skills, system engagement, training objectives, and overall productivity to achieve goals of company
  • Promote overall company value proposition and drive results for multiple lines of business leveraging systems, tools, process improvement and products for customers
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Developed team communications and information for meetings

Distribution Consultant

01.2017 - 01.2020
  • Succession planning & forecasting
  • Agent placement & office location footprint management
  • Onboarding new agents
  • With new business partners
  • Strategic partner with field management
  • Creation of onboarding guidelines and tools to improve agent experience and drive new business
  • Lead and participant on various projects and conference committees

Product Owner, Agent Portal

01.2015 - 01.2016
  • Assists with development of Distribution project plans, project management and implementation
  • Coordination of resources to ensure success of strategic platforms and initiatives
  • Manage overall execution of agent driven projects
  • Participant as Distribution & Agent Experience Advocate for Underwriting Automation Project
  • Work directly with IT, PMO, Consultants and Project teams & stakeholders
  • Makes appropriate recommendations for systems and tools that impact agent experience and ease of doing business for Agent Portal, WalkMe and LifeNet
  • Sprint Demo presentations

Team Lead

Advanced Life Internal Wholesaler
01.2011 - 01.2014
  • Created and managed communications team across FNWL
  • Provided field assistance for 12 states across the enterprise
  • Assisted LFSS and territories with the achievement of Life Growth Bonus and various promotions including Blue Vase
  • Multiple Project SME participation

Internal Wholesaler
01.2009 - 01.2011
  • Consistently #1 in outbound proactive call volume
  • Collaborator with Underwriting and various business units to assist agents with achieving their Life Sales goals

Advanced Sales Support Consultant, Team Lead

Farmers Life
01.2007 - 01.2009
  • Launched new products for IA channel
  • User Acceptance Testing and in-force illustrations

Sales Support Consultant

Farmers New World Life
01.2005 - 01.2007

Education

Bachelor of Arts - Sociology

University of Washington
Seattle, Washington

Associate of Arts -

Walla Walla Community College
Walla Walla, Washington

Running Start Program -

Yakima Valley Community College
Yakima, Washington

Skills

  • Time Management
  • Relationship Building
  • Outbound Calling
  • Persuasive Strategies
  • Attention to Detail
  • Active Listening
  • Sales Pitches
  • Verbal and Written Communication
  • Marketing Strategies
  • Decision Making
  • Client Needs Assessment
  • Team Leadership
  • Team Collaboration
  • Call Management
  • Complaint Resolution
  • Consultative Sales
  • Warm Calling
  • Recruiting and Training
  • New business generation

Additional Information

  • Certificates/Designations: , LUTCF & Consultative Sales designations Licensed in Property & Casualty (P&C) and Life & Health (L&H) Previously Series 6 & 63 licensed Yellow & Green Belt Lean Six Sigma Certifications Corporate Women Unleashed Currently enrolled in Corporate Women Refined (2021-Present)

Timeline

New Agency Specialist

01.2021 - 01.2022

Distribution Consultant

01.2017 - 01.2020

Product Owner, Agent Portal

01.2015 - 01.2016

Team Lead

Advanced Life Internal Wholesaler
01.2011 - 01.2014

Internal Wholesaler
01.2009 - 01.2011

Advanced Sales Support Consultant, Team Lead

Farmers Life
01.2007 - 01.2009

Sales Support Consultant

Farmers New World Life
01.2005 - 01.2007

Bachelor of Arts - Sociology

University of Washington

Associate of Arts -

Walla Walla Community College

Running Start Program -

Yakima Valley Community College
Kaycee Rush