Kristin Epperly
Washougal,WA
Summary
Results-driven and solution-focused sales representative with six years of experience in growing insurance sales profitability. Focused on communication, sales negotiation, and dispute resolution. Strong 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
- Recognized for nearly doubling the quarterly sales goal.
- Managed a large, diverse market territory of independent insurance agents in Oregon and Washington.
- Developed marketing and business strategies with brokers to promote sales growth.
- Developed and maintained strong knowledge of multiple insurance products and the varying levels of benefits within each product.
- Cultivated and strengthened connections with brokers to promote long-term business expansion.
- Networking to broaden geographical reach and find possible new agency opportunities.
- Collaborate with carrier partners for optimal sales and marketing techniques.
Owner/Operator Life & Health Insurance Broker
KE & Associates Insurance Group
10.2018 - 06.2022
- Consulted with customers to assess their insurance needs and propose optimal solutions using consultative selling techniques.
- Calculated rates for numerous carriers and informed prospective customers about their insurance options.
- Increased customer satisfaction by providing high-quality services and timely communication.
- Developed and implemented successful marketing strategies, resulting in increased brand awareness and customer base.
- Organized and attended trade shows and special events to showcase products, network with other businesses, and attract new customers.
- Managed day-to-day business operations.
Life & Health Insurance Sales Agent
Bankers Life & Casualty
01.2018 - 10.2018
- Recognized as "Top New Producer" and earned sales incentives and trips as a result of hitting production goals.
- Produced over 300 outbound daily cold calls and maintained a pipeline to follow up, set appointments, and find product solutions while meeting sales quotas.
- Proactively searched for new clients and developed strong client relationships through networking, direct referrals, lead databases, and cold calling.
- Increased sales by identifying client needs and recommending suitable health insurance products.
- Developed strong relationships with clients through excellent communication and personalized service.
Internal Medicine Certified Medical Assistant
The Vancouver Clinic
12.2012 - 05.2016
- Measured and documented vital signs, health history, and medications for patients in clinical and hospital environments.
- Maintained HIPAA and OSHA compliance and training to stay up-to-date on policies and procedures.
- Assisted doctors during exams, tests, and procedures.
- Supported both the clerical front-office office and back-office medical staff.
- Reduced wait times for patients by maintaining an organized schedule and swiftly preparing examination rooms.
Education
Graduated - Studies for Medical Assisting
Concorde College
Portland, Oregon06.2008
Skills
- Broker Support and Education
- Identify and Qualify Sales
- Increasing Sales Production
- Financial Literacy
- Insurance Underwriting
- Social Media Marketing
- Client Relationship Management Software
- Professional Relationships & Networking
- Financial Acumen
- Client Acquisition
- Negotiation Expertise
- Analytical Thinking
- Interpersonal Skills
- Effective Communication
Certification
- Life & Health License - 02/2018 - Current
- AHIP 2024 - Current
Timeline
Broker Manager | Sales Representative
Jack Schroeder & Associates
06.2022 - Current
Owner/Operator Life & Health Insurance Broker
KE & Associates Insurance Group
10.2018 - 06.2022
Life & Health 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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