Katie Baker, Clfp Email & Phone Number

Bluegrass Lakes is an insurance agency specializing in commercial insurance for the trucking and transportation sectors, leveraging over two decades of industry experience. We also offer property and casualty coverage for businesses, homes, and vehicles, so that your most valuable assets are protected. With multi-state licensing, we provide localized service across the U.S., prioritizing personalized solutions and ethical standards. Whether you need truck insurance for peace of mind, business equipment coverage, or home, auto, life, or health protection, we’re here to secure your future.Bluegrass Lakes, LLC, was born out of a recognized need in the trucking and transportation industries. Our founder, Katie Baker, CLFP, has spent a decade working closely with these sectors through her commercial finance brokerage, MC2 Finance. Realizing that her clients needed more comprehensive insurance solutions, Katie obtained her insurance license and expanded her service offerings to meet these needs.With a strong foundation in trucking and commercial insurance, Bluegrass Lakes, LLC was created to fill a critical gap in the market. Katie and her team are committed to making Bluegrass Lakes, LLC a trusted partner for both individuals and businesses.At Bluegrass Lakes, LLC, we don’t just sell insurance—we build relationships.We have a legacy of client satisfaction. At Bluegrass Lakes, LLC, our clients’ success stories are our proudest achievements. Our commitment to your satisfaction is what drives us forward.

Newport, Ky, Us

• Recipient of the 2023 AACFB President’s Award for exceptional contributions to the equipment finance industry• Board of Directors for the AACFB American Association of Commercial Finance Brokers • Built a Commercial Finance Equipment and Leasing Brokerage from the ground up• Oversaw all critical processes to support 500+ clients across 50 + locations• Acquired a diverse range of tasks and skills while starting and running a commercial finance brokerage firm• Built and maintained a loyal client base through strong relationship-building skills and creative strategies for increased sales• Licensed in Property and Casualty Insurance and Public Notary • 8 years of experience planning, developing, and directing trade shows • Managed All Marketing and social media 8 years of social media management experience using email, Constant Contact, LinkedIn, Instagram, Facebook, and Twitter• Developed expertise in strategic planning, market analysis, and financial management• Navigated complexities of the business landscape through strategic decision-making• Enhanced proficiency in sales, marketing, and customer relationship management to drive growth• Built a strong and loyal customer base through effective customer relationship management• Cultivated problem-solving abilities, adaptability, and resilience to overcome challenges• Seized opportunities by staying proactive and taking calculated risks• Leveraged automation, AI, and advanced technology to drive productivity improvements• Designed and implemented innovative internal processes to streamline operations• Enhanced efficiency by leveraging cutting-edge systems and minimizing manual tasks• Maximizing team productivity through optimized workflows and task automation• Consistently sought opportunities for system enhancements and forward-thinking approaches• Committed to achieving operational excellence through continuous improvement

Los Angeles, Ca, Us

Lead the company as the Eastern Regional Dealer contact for Maxim Commercial Capital as an exclusive independent contractor. I launched the Midwest and Northeast markets acquiring over 1000 new clients for Maxim generating an average of $5.5 million in annual revenue with an average deal size of $29,000. I was responsible for the company’s sales, originations, and vendor relationships. While at Maxim, I played a significant role in the company's development and entrance into the market as well as sales growth. I served in a variety of roles at Maxim including business development, sales management, hiring, training, marketing, and organizing national trade shows and co-marketing events with Amazon. Developed strong relationships and consistent revenue from customers such as Kenworth, Peterbilt, International, Freightliner, Mack and Western Star Dealerships such as Arrow Truck Sales, MHC, Rush, The Larson Group, Truck Country, Excel Truck Group, FYDA, Worldwide Equipment, Gabrielli Truck Sales, CIT Trucks, Hunter Truck Sales, I-State Truck Sales, M&K, Truck Country, CSM Financial, Palmer Trucks, Worldwide Equipment, The Pete Store, Summit Truck Group, GATR Truck Sales, Nuss Truck, Excel Truck Group Tri State, Nacarato and countless others. Identified and negotiated two strategic corporate partnerships with Amazon and Enterprise within less than a year of starting the contract. In addition to sales, I was the key point person for the company's annual trade show at the UTA responsible for its entire organization and success. I also worked closely with the CEO, COO, and management team to develop strategic sales strategies to ensure success of the company.

Gothenburg, Sweden, Se

Responsible for increasing the sales volume of commercial trucks and improving the branch profitability by negotiating credit approvals, acceptable terms and close installment contracts with internal finance department and external approved lenders. Increasing sales of warranties, insurance and other company soft products by developing and implementing strategic procedures throughout the finance department and sales team. Working effectively to enhance transactions with multicultural customers by adapting for cultural differences and foreign languages often performing finance closings for our African customers in French and closings in Russian with our Russian speaking clients. I improved operational efficiency by building cooperation among individuals and departments, sharing information and resources, and working to achieve group sales goals and outcomes. Serving as the liaison between the customer, branch and finance companies to monitor adherence to standards, ensure accurate information and collate all highly confidential documents pertaining to finance and cash sales transactions. Managing the administrative assistants and all aspects of the finance department including proper execution of all title work, lien recording and accounting practices. Improved branch profitability by maintaining a satisfactory yield on all finance contracts as well as contacting delinquent accounts in coordination with the collection department to bring accounts current.

Managing a start-up international business development firm specializing in the delivery of a full-range of business development services: Market Research and Competitive Analysis; Promotional Events and Trade Show Representation; Sales Lead Generation and Qualification; Market Entry and Expansion; Sales Channel or Distributor Development; Sales Execution and Business Development; Relationship Management and Problem Resolution; Communication Management for Maximum Productivity and Redundancy; Website Design, Development, and Hosting; Foreign Language Translation and French Interpretation. Responsible for identifying and acquiring new clients utilizing existing relationships with a specific focus in the United States, Canada, and countries in Africa and Europe where French is spoken. Working closely with an established business development firm in Morocco to provide a direct regional connection with local representation providing market intelligence and relationships with clients and buyers in Canada, the Middle East and Africa. Managing all aspects of the business development process from sales and marketing, strategy and scope of work through provision of deliverables, follow-up and relationship management. Working in collaboration with the U.S. Commercial Service, U.S. and International Chambers of Commerce, and other governmental agencies for quality assurance and added value. Providing value by creating solutions for new clients with a personal approach tailored to each company’s individual needs and business development goals.

Directed and managed 64 Channel Partners nationwide and responsible for designing, implementing and managing the corporate indirect sales strategy and tactics nationwide. Leading the channel partner program by creating interest, demand and recognition for ESCO Technologies' services and products accomplished from Strategic Channel Partner Agent Relationships focusing on the Senior Living niche. Accountable for executing an exclusive contract valued at $4,000,000 annual revenue through the development of a "white label" product offering by building and managing a new sales division in the B2B vertical market. Responsible for the process development and order management for new business divisions. Creating the maximum width of sales distribution to ensure the product and service offering is demand driven working closely with the President and management team to ensure the right mix of features, positioning and price. In charge of planning, organizing, recruiting, training, on-line web portal management, trade shows, contract negotiation, marketing, sales presentations and managing all partner sales channel functions. Working closely with the network operations team to evaluate and expand the existing network infrastructure and installation capabilities to improve overall company economics and efficiency. Executing the company objective of sales, growth, profits and visibility while ensuring a consistent marketing message and positioning on a national basis consistent with the corporate direction. CareConnect by ESCO Technologies is America's #1 provider or telecommunications solutions to the senior housing industry. CareConnect's award-winning managed services program offers next-generation business and residential telephone systems, high-speed internet, customized satellite television services and emergency response systems to a market of over 70,000 assisted living, independent living and skilled nursing facilities coast-to-coast.

Secaucus, Nj, Us

Led successful migration project moving 60 clients from Pittsburgh business unit to Cincinnati business unit in Q3 and Q4 2007 substantially reducing business unit operation costs. Generated more than $328,848 in increased revenue January-August 2009 by working to identify leakage to competitors as well as convincing several clients to close Physician Based Office Laboratories and send laboratory work to Quest Diagnostics. Developed creative methods for increasing revenue by working with Compliance and Phlebotomy team resulting in successful and documented implementation of HITS testing in physician offices. Specilazing in sales of Esoteric, Genomic, Toxicology, and Disease State Diagnostic Laboratory Testing. Project manager for Uni and Bi-Directional EMR Integration (Electronic Medical Records) with experience working with vendors such as Misys AllScripts, e-Clinical Works, Spring Charts, Epic, and NextGen, Web-Based Electronic Health Records, Google Health, Community Health Centers (FQHC).Nationally recognized by Quest Diagnostics on two separate occasions in 2009 for referring $45K / month account as well as coordinating efforts with corporate marketing to increase national HPV sales through various collaborations. Referred two Sales employees, both of whom are over 100% to quota.Developed Asthma, Diabetes, and Cancer Screening in local Community Health Centers in collaboration with FQHC and Health Foundation of Greater Cincinnati health initiatives. Successfully implemented HPV screening for Cervical Cancer for all women over 30 as standard of care in large OB/GYN office in Northern KY and Community Health Center in Cincinnati.

Indianapolis, Indiana, Us

Increased market share for Neuroscience portfolio encompassing Cymbalta, Strattera, Symbyax, and Zyprexa to Primary Care Physicians, Internal Medicine Physicians, Rheumatologists, and Pediatricians delivering clinical presentations, building relationships, and providing continuing education. Launched new drug Cymbalta to Primary Care and Internal Medicine doctors in Northern KY. Analyzed business potential, growth opportunities, and market trends to maximize sales and earnings. Coordinated team members and targeted specific physicians. Organized peer-to-peer dinner programs to enhance physicians’ product knowledge and identify strategies to address sales objections. Utilized understanding of Managed Care, Medicaid, and key business issues confronting physicians. Participated in continuing educational programs to ensure current product knowledge.

Little Rock, Ar, Us

Launched Dayton Dealer Channel and revamped underperforming Dealer Channel in Lexington, KY increasing sales 400% in less than 12 months. Recognized as Top Dealer Channel Sales Manager in Region December 2002 - March 2003. Consistently achieved and exceeded sales quotas despite poor market conditions.As a Senior Account Executive successfully launched Cincinnati direct Sales Market. Recognized as Top 5% of company for total sales revenue in 2000 and 2001 – two time President’s Club winner. Recruited five staff members in five months (two of which were President’s Club winners). Negotiated with Corporate Marketing to secure favorable and competitive pricing with “startup market” in Cincinnati, OH and Northern, KY markets. Trained, mentored, and provided leadership to new and existing account executives improving district sales performance in addition to developing training materials implemented in the Cincinnati sales team. Built strong network of outside vendor relationships resulting in national recognition for solid sales performance resulting in as many as 11 multi-location deals in one month

Telecommunications And French

French

French

International Baccalaureate And Commonwealth Of Ky Diploma, International Baccalaureate