Kat Soriano
Sales & Marketing Specialist at USI Insurance Services l Trusted Partner for Collaborative Solutions & Meaningful Growth
- Role
- Sales and Marketing Specialist at USI Insurance Services
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kat Soriano
Results-driven and highly-motivated with over 7 years of robust experience in Sales Account Management and National Retailer Management. Proven track record of achieving key metrics, driving revenue growth, and exceeding client expectations. Extensive knowledge of multiple product categories including consumer electronics, health & beauty and fine jewelry. Experienced in deepening client relationships through proactive support and tailored solutions. Skilled at navigating workflow ambiguity and establishing clarity in dynamic team settings.
Experience
Sales and Marketing Specialist
Jun 2025 — Present · Seattle, WA, US
As a Sales and Marketing Specialist at USI Insurance Services, I serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilizing Microsoft Dynamics customer relationship management (CRM) system to provide support and set up the sales team for success. Drive efficiency with sales generation and ensure customer retention through various marketing channels.Key Responsibilities- Support Employee Benefits and Property & Casualty sales management team- Coordinate and prepare management reports for sales meetings- Ensure stages/ forecast are accurate- Onboarding and provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates- Complete quality opportunity assignments for newly hired/acquired sales associates- Manage and maintain Microsoft Dynamics CRM system to ensure accurate data.
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