Kristin Epperly
Washougal,WA
Summary
Talented Sales Representative and proven leader offering 5 years of experience in insurance sales, creative marketing, and professional problem solving. Gifted in oral and written communication, sales negotiation, and dispute resolution. Desire to bring expertise to a dynamic position with room for career growth and the opportunity to make a lasting impact on team profitability.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Broker Manager | Sales Representative
Jack Schroeder & Associates
06.2022 - Current
- Managed a large market territory of independent insurance agents in Oregon and Washington
- Managed on-average of 30 broker-related sales calls daily
- Developed marketing and business mstrategies with brokers to promote sales growth
- Developed and maintained strong knowledge of multiple insurance products and varying levels of benefits within each product
- Built and deepened productive relationships with prospective and competitive brokers to drive sustained market growth
- Networked to identify potential new clients and expand geographic territories
- Developed advanced product knowledge to share current information while generating and delivering product quotes
- Trained and mentored new insurance brokers based on their business goals
- Collaborate with carrier partners for optimal sales and marketing techniques
Owner/Operator Insurance Broker
KE & Associates Insurance Group
10.2018 - Current
- Calculated multi-carrier quotes and educated potential clients on insurance options
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Follow up with customers, manage customer service inquiries, file insurance claims, advocate between customers and insurance companies
- Assisted downline agents with business needs, goals, quotes, and marketing
- Managed day-to-day business operations
- Consult with customers to assess their needs and propose optimal solutions
- Organized and attended trade shows and special events to showcase products, network with other businesses, and attract new customers
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success
Life Insurance Sales Agent
Bankers Life & Casualty
01.2018 - 10.2018
- Produced over 300 outbound cold calls and maintained a pipeline to follow up, set appointments and find product solutions, while meeting sales targets
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Followed up promptly with interested clients to close sales
- Cultivating relationships with clients to identify and meet insurance needs and establish trust and rapport
- Provided comprehensive product knowledge and guidance to help clients with product selection
- Met with prospective clients to discuss insurance needs and provide solutions.
Internal Medicine Certified Medical Assistant
The Vancouver Clinic
12.2012 - 05.2016
- Oversaw and streamlined the daily management of patient care.
- Maintained accurate and compliant patient information and documentation.
- Maintained HIPAA compliance and training to stay up to date on policies and procedures
- Supported both clerical office and back-office medical staff.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Documented vital signs and health history for patients in clinic and hospital environments.
Education
Graduated - Studies for Medical Assisting
Concorde College
Portland, Oregon06.2008
Skills
- B2B and B2C Prospecting
- Effective Sales Negotiation
- Broker Support and Education
- National Sales Training
- Identify and Qualify Sales
- Increasing Sales Production
- Financial Literacy
- Social Media Marketing
- Zoom Conference
- Google Workspace
- Microsoft Outlook
- Client Relationship Management Software: Salesforce Hubspot Agency Bloc
- Professional Relationships & Networking
- Virtual Market Understanding
- Microsoft Office
- Sales contract processing
Certification
- Life & Health License - 02/2018 - Current
- AHIP 2024 - Current
Timeline
Broker Manager | Sales Representative
Jack Schroeder & Associates
06.2022 - Current
Owner/Operator Insurance Broker
KE & Associates Insurance Group
10.2018 - Current
Life Insurance Sales Agent
Bankers Life & Casualty
01.2018 - 10.2018
Internal Medicine Certified Medical Assistant
The Vancouver Clinic
12.2012 - 05.2016
Graduated - Studies for Medical Assisting
Concorde College
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