Client Service & SaaS Sales Expert

KATHERYN WARNER

Enterprise Account Executive, Jobgether

425-***-**** *************@*******.*** Ravensdale, United States EMPLOYMENT HISTORY

Licensend Life Insurance Broker at Family First Life December 2023 - Present

Serve as the permanent benefits provider for over 46K unions including associations, credit unions, police, firefighters, and veterans. Engage with warm leads who filled out beneficiary slips to receive their no-cost AD&D policy and additional benefits. Utilize a structured script during Zoom meetings to present the no-cost benefits available to clients. Facilitate virtual presentations by sharing my screen to showcase the benefits and assess eligibility for permanent benefits. Customize client programs based on individual budgets and needs to ensure tailored solutions. Conduct comprehensive needs analyses to identify coverage gaps and offer affordable solutions. Implement the 'Hour Power Philosophy,' advocating that clients set aside at least the first hour of their wages each week for permanent benefits, with flexibility based on their circumstances. Cultivate and maintain robust client relationships through regular outreach, typically annually or biannually. Encourage clients to extend their no-cost packages to their friends, family, co- workers, and neighbors, generating additional 'plus leads.' Recognize that plus leads convert at a higher rate than standard beneficiary card calls. Warranty Registration Specialist at Kenworth Truck Company March 2022 - April 2024, Renton, WA

Provide extended warranty support for over 400 dealers, ensuring client satisfaction and compliance with warranty guidelines. Process debit and credit transactions for dealers promptly and accurately. Evaluate and audit requests for labor rate increases to uphold service quality. Apply extended warranties to more than 500 trucks financed through PACCAR Financial each month, maintaining accurate records.

Senior Account Executive at Sinclair Broadcast Group September 2019 - February 2021

Directed sales efforts for our marketing platform aimed at small to mid-sized businesses. Research and identify potential leads using platforms such as Google, chambers of commerce, Yelp, and Reference USA. Consistently exceeded minimum targets for calls and talk time, demonstrating strong sales prowess. Scrutinized leads against internal and external Do Not Contact

(DNC) lists to ensure compliance. Connected with decision-makers in small and mid-sized businesses, presenting live demos of our marketing solutions. Uncovered client needs and challenges through open-ended questioning to tailor solutions effectively. Closed deals in real-time when opportunities arose, maximizing sales potential.

Licensed Agent/CSSR at Farmers Insurance, John Scully Agency

September 2017 - December 2018, Kent, WA

Established and nurtured strong client relationships to ensure understanding of insurance needs. Built rapport with clients to create a comfortable environment for discussing insurance policies and assets. Engaged in insightful discussions with clients to determine appropriate insurance SUMMARY

Results-driven Enterprise Account Executive with over 7 years of experience in managing complex sales cycles and building strategic relationships with senior leaders in diverse industries. Proven expertise in consultative selling and positioning advanced technology solutions that enhance operational efficiency and drive business transformation. Adept at navigating multi-stakeholder environments, I excel in understanding customer

challenges and delivering tailored solutions that create significant value. My strong communication and

negotiation skills, combined with a track record of exceeding revenue targets, position me to contribute effectively to the growth of innovative AI-powered platforms in the corporate internal audit space.

EDUCATION

Diploma in Diploma

Lindbergh H.S

September 1992 - June 1996, Renton, Wa

coverage based on their asset inventory. Advised clients on life insurance options in addition to other policies. Wrote personal, commercial, and life insurance policies, catering to diverse client needs. Volunteered for community events to promote the agency and support local initiatives. Delivered exceptional customer service by resolving issues in a timely manner and addressing client requests promptly. Processed policy changes as requested, handled premium payments, and followed up on collections when necessary. Developed relationships with escrow and mortgage companies for referral opportunities. Supported the agency owner in various tasks as needed.

Licensed Agent at Allstate, Steve Waiss Agency

October 2015 - January 2016, Renton, WA

Supported agency operations through exemplary customer service and sales initiatives. Wrote home and auto insurance policies for both new and existing clients, tailoring solutions to their needs. Conducted policy reviews to educate clients on necessary coverage levels and the rationale behind them. Executed proactive sales calls to drive business growth and enhance client engagement. Assisted clients throughout the claims filing process and provided necessary follow-up support. Managed premium payment processing efficiently to ensure customer satisfaction. Account Executive at SanMar Corporation

September 2011 - December 2012

Operated in a call center environment, addressing sales and return inquiries effectively. Initiated warm calls to maintain relationships with existing clients, ensuring their needs were met and identifying potential additional requirements. Entered customer orders and processed returns, generating invoices and credit memos. Managed follow-ups on credit memos over 30 days old, ensuring compliance with return policies. Business Service Specialist at First Mutual Bank

August 2008 - September 2009, Bellevue Wa

Serviced new and existing corporate banking relationships to foster loyalty and retention. Handled account openings and closures, ensuring proper documentation and adherence to banking guidelines. Drafted Treasury Management agreements to provide corporate customers with tailored banking solutions. Maintained meticulous records of all documents relating to deposit relationships. Delivered excellent customer service as the main contact for commercial corporate relationships.

Small Business Relationship Manager at Keybank Kent, Wa December 2006 - August 2008, Kent, WA

Prospected for commercial real estate loans, targeting both investment and owner-occupied properties. Acquired new business banking relationships that focused on both deposits and lending. Conducted relationship reviews with existing clients to evaluate service satisfaction and uncover additional needs. Scheduled introductory calls with prospects to discuss the benefits of banking with Key. Prepared comprehensive proposals for loan requests and deposit options. Referred business opportunities to various banking sectors, including Merchant Services, Treasury Management, and Payroll Services, as needed. Worked with businesses reporting revenues up to $10 million. Branch Manager at Keybank Kent, Wa

December 2005 - December 2006, Kent, WA

Oversaw a team of 6 employees, fostering a collaborative work environment. Coached and trained staff to enhance performance and service delivery. Implemented strategies to grow the branch's balance sheet and improve the income statement. Succeeded in securing new loans and deposits from both consumer and business clients. Launched and established a brand new branch in June 2006, achieving deposit goals within the first quarter. Realtor at John L. Scott

October 2004 - December 2005, Maple Valley, WA

Operated as a buyer's or seller's agent to facilitate real estate transactions. Conducted thorough market analyses to recommend appropriate listing prices for properties. Assisted clients in locating their ideal homes through expert guidance and support.

Business Banking Officer at Usbank Covington, Wa

April 2003 - November 2004, Covington WA

Developed new business banking relationships focused on loans and deposits. Cross-sold various banking products, both consumer and business options. Achieved recognition as a top performer on the #1 team for two consecutive years.

Branch Manager at Usbank

March 2002 - April 2003, Kent, Wa

Transformed a non-performing branch into a compliant and successful operation, passing audits within 11 months. Managed a team of 10 employees, providing guidance and support. Coached and trained staff to meet compliance standards and achieve individual performance goals. Monitored balance sheets and income statements to ensure financial health and operational success. Received accolades as the #2 bank to bank at in South King County for outstanding customer service. Ensured ongoing staff training and compliance with regulatory requirements. Personal Banker at Usbank

May 2000 - March 2002, Renton, Wa

Opened various deposit and credit products for individual consumers and select small businesses. Obtained licenses to sell annuities and term life insurance, broadening service offerings. Consistently ranked as the top banker every quarter for Balanced Performance metrics. Merchant/Vault Teller at Usbank

November 1999 - May 2001, Issaquah, WA

Managed large cash deposits for merchant customers, ensuring accuracy and security. Processed change and cash orders in a timely manner, supporting daily banking operations. Oversaw vault cash management, including cash orders for the branch.

Salon Manager at The Boulevard

June 1997 - November 1999, Issaquah, WA

Coordinated appointment scheduling for 9 stylists, optimizing client flow and service delivery. Collected rental fees from stylists utilizing station spaces, maintaining financial accountability. Balanced daily till and completed nightly deposit activities accurately. Managed inventory orders to ensure adequate product supply for salon operations.

SKILLS

Sales B2B sales Business development Insurance

Marketing Customer Service Credit Loans Deposits

Banking Management Building relationships Communication Account Management Upselling Teamwork Collaboration Negotiation Reporting Problem Solving Market Research Client Services CRM Software Microsoft Office

EXTRA-CURRICULAR ACTIVITIES

Volunteered for community events

Volunteered for community events to promote the agency and support local initiatives.

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