Katie Bierdz
Jacksonville
Summary
Dynamic Licensed Insurance Agent with Globe Life, recognized for exceeding sales quotas and generating over $150k in first-year business. Expertise in client relationship management and risk assessment, complemented by a commitment to professional communication. Proven ability to develop marketing initiatives and drive brand exposure through strategic outreach and persuasive sales techniques.
Overview
16
16
years of professional experience
Work History
Licensed Insurance Agent
Globe Life
11.2022 - Current
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Exceeded corporate quotas for monthly policy sales.
- Upsold additional products and services after identifying customer needs and requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Calculated quotes and educated potential clients on insurance options.
- Maintained high standards of customer service by building relationships with clients.
- Utilized CRM software to manage client relationships.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Achievements: Most demos in month for March 2023 (142). Built over $150k worth off business in first year sales. Multiple trips, incentives, vacations won over the years for incentives and bonuses based on performance.
Household Operations Manager
Self Employed
07.2018 - 07.2022
- Managed monthly budgets, expense tracking, and cost‑saving strategies for a family of four; created simple spreadsheets and checklists to monitor spend.
- Planned multi‑country travel under budget using negotiated lodging/transportation deals; organized itineraries, receipts, and confirmations.
- Maintained household inventory (supplies, equipment), vendor coordination, and procurement to reduce waste and avoid stockouts.
- Coordinated complex schedules (school, activities, appointments); created repeatable routines and documentation for continuity.
Field Marketing Specialist
Independent Contractor
01.2010 - 01.2018
- Led development and implementation of company-level marketing plans to achieve revenue and brand exposure goals.
- Oversaw implementation of program resulting in increase of average sales and awareness of company.
- Developed brand message and shared with target market to draw in clientele.
- Represented Fortune 500 brands (Samsung, STAPLES, Time Warner Cable, MGM Resorts International, Home Depot, Costco; various beverage brands) in public demonstrations and promotions.
- Leveraged smartphones, tablets, and CRM systems to document daily activities, event metrics, and expense details; submitted timely recaps to clients/agencies.
Leasing Representative
Bozzuto Management Company
08.2016 - 12.2016
- Verified tenant incomes and other information before accepting lease applications.
- Resolved conflicts between tenants regarding noise, encroachments, and parking.
- Greeted clients, showed apartments, and prepared leases.
- Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
- Received, checked, and processed applications for new leases; maintained complete and compliant resident files.
- Calculated move‑in costs and monthly billing; answered resident questions regarding charges and due dates.
- Marketed and advertised vacancies; hosted tours for prospects; handled social media tools to support outreach.
- Assisted with resident events and front‑office customer service; contributed to increased occupancy.
- Achievement: Earned a bonus for the most leases in one week.
Education
Bachelor of Science - Business Marketing
University of Phoenix
06-2016
High School Diploma -
Red Mountain High School
Mesa, AZ05-2005
Skills
- Marketing initiatives
- Client account management
- Team training and development
- Risk assessment
- Policy management
- Regulatory compliance
- Client relationship management
- Public‑facing and service ready: courteous, professional communication
- Willing to complete background checks and obtain role‑specific training/certifications (eg, finance, procurement, records, skill and job certification) as required
Timeline
Licensed Insurance Agent
Globe Life
11.2022 - Current
Household Operations Manager
Self Employed
07.2018 - 07.2022
Leasing Representative
Bozzuto Management Company
08.2016 - 12.2016
Field Marketing Specialist
Independent Contractor
01.2010 - 01.2018
Bachelor of Science - Business Marketing
University of Phoenix
High School Diploma -
Red Mountain High School