Kathie McCafferty
Relationship Manager, Field, Benefits and Protection at Principal®
- Role
- Relationship Manager at Principal Financial Group
- Location
- Covington, KY, US
- LinkedIn followers
- 500 followers
About Kathie McCafferty
Highly-motivated professional with a history of increasing sales through building…
Experience
Relationship Manager
Jan 2013 — Present
Effectively design and implement a customized face to face sales and service strategy in the ancillary benefits market. • Successfully manage mid and large size customer accounts totaling over in integrated annual premium, including multi year relationships with proactive loyalty plans for clients• Consistently generate premium through sales of new products, renewals and re-enrollment• Receive performance awards and bonus incentives each year as a result of contribution to sales office and account management team.• Rated ‘Outstanding and Exceptional’ on account management survey scores from clients• Maintain client retention rate of over 95% by deepening client relationships through understanding of business needs and developing solutions• Mentored and trained newly hired sales representatives and account managers.• Works with sales representatives and underwriting to solicit new business including researching customer background, employee group demographics, current benefit plans, organizational challenges and future plans to align with customer needs• Cooperatively prepared and conducted pre-renewal face to face reviews of claims trends and analysis for recommendations of additional beneficial services, while identifying issues prior to the annual renewal• Proactively troubleshot and resolved with ease a variety of issues the customer may have experienced
Education
Northern Kentucky University
Bachelor of Arts (B.A.), Organizational Communications
1992 — 1997
Skills
- Consultative Selling
- Account Management
- Sales
- Organizational Development
- Insurance
- Benefits Administration
- Selling
- Management
- Team Building
- Negotiation
- Customer Relations
- Customer Satisfaction
- New Business Development
- Risk Management
- Public Speaking
- Human Resources
- Event Management
- Health Savings Accounts
- Problem Solving
- Customer Service
- Employee Relations
- Strategic Planning
- Employee Benefits
- Direct Sales
- Marketing
- Event Planning
- Team Leadership
- Sales Management
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