Kate Irwin Email & Phone Number

- Responsible for driving sales by proactively marketing the CPS brand name as a premier company to work with.- Develop new business leads and cultivate existing relationships, and demonstrate excellent problem solving skills to promote doing business with CPS Insurance Services.- Stay current on all of our partner's life insurance products, economic, and market conditions in order to make recommendations to advisors for marketing the product to clients.- Continually improve knowledge in area or field of specialization, insurance industry, products, underwriting requirements, sales, customer service, and supporting technology.

- Developed regional business plans that achieved and exceeded sales targets for the assigned territory. - Proactively set own sales meetings and prepared agendas in advance (going in with a purpose). Afterwards, summarized next steps and followed through on commitments. - Kept an ethical and compliant region based on company and regulatory standards.- Operated the region on a cost effective basis within budget as determined by the company.- Built and maintained strong relationships with field representatives from assigned accounts in order to establish and achieve sales targets.

- Developed knowledge of the local market dynamics for business development opportunities for life product lines.- Helped the agency grow by using consultative selling techniques to sell insurance products to new customers.- Proactively cross sold and coordinated with agency team members to provide additional coverage to existing customers.- Prospected for new business through leads, telephone calls, networking events, trade shows, and personal contacts. (Included leads through COI, social media, B2B and B2C networks, and sales lead groups).- Secured new business through individual effort and established lead methods.- Prepared quotations and applications and delivered effective presentations in order to close sales.

-Offered support for agents-Provided service support for existing insureds and members. -Assisted in the sale of insurance products, and provided other insurance support services. -Reviewed and completed documentation for business written in office. -Provided information to members regarding membership and insurance.

-Developed: Leads, scheduled appointments, identified customer needs, and marketed appropriate products and services.-Established customer relationships and followed up with customers, as needed.-Provided prompt, accurate, and friendly customer service. Service included responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.