Katie Murphy
Troutman
Summary
Results-driven Account Manager with extensive experience in the insurance sector, skilled in relationship-building and driving sales growth. Proven ability to exceed client expectations through strategic account development and needs analysis. Expert in leveraging CRM tools to optimize performance and streamline operations.
Overview
20
20
years of professional experience
Work History
Account Manager, Inside Sales
State Farm
02.2019 - 03.2025
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Developed and implemented strategies for reducing risk exposures and maximizing profitability.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Fostered relationships with customers to expand customer base and retain business.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Assisted in the development of new products, services, and procedures to meet customer needs.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Sought out new clients and developed clientele by networking to find new customers.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Identified needs of customers promptly and efficiently.
Insurance Agency Manager
Myers Insurance Services
Fort Lauderdale
07.2012 - 02.2019
- Managed a team of agents, providing training and support when needed.
- Maintained accurate records of all transactions within the agency's database systems.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Provided guidance to staff members on regulatory compliance issues related to insurance policies.
- Participated in industry events such as conferences, seminars, webinars.
- Responded to customer inquiries and problems to promote great service.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Assigned work and monitored performance of project personnel.
- Monitored sales performance and created incentive programs for employees.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Established relationships with vendors and other industry professionals.
- Developed procedures for processing applications quickly and efficiently.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Completed day-to-day duties accurately and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Utilized various software and tools to streamline processes and optimize performance.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
Notary -
Central Piedmont Community College
Charlotte, NC01-2025
P&C/Life & Health/Long Term Care Insurance
Hilda Tucker Insurance School
Hollywood, FL06-2006
Associate of Business Administration - Insurance
University of Central Florida
Orlando, FL05-2006
Skills
- Needs analysis
- Sales reporting
- Account development
- Preparing contracts
- Converting leads
- Trend forecasting
- Lead prospecting
- Compliance requirements
- Sales force training
- Relationship building
- CRM software
- Client rapport
- Customer service
- Internet savvy
- Teamwork and collaboration
- Persuasive communication expertise
- Coordinating documents
- Overcoming objections
- Goal oriented
- Payment collecting
- New account creation
- Cold calling
- Business development and planning
- Client relationship management
- Sales techniques
- Sales
- Lead generation
- Multi-task management
- Account servicing skills
- Excellent negotiating tactics
- Account management
- Strong lead development skills
- Account servicing
- Customer relationship management (CRM)
- Customer satisfaction
- Account oversight
- Business strategies
- Community involvement
Timeline
Account Manager, Inside Sales
State Farm
02.2019 - 03.2025
Insurance Agency Manager
Myers Insurance Services
07.2012 - 02.2019
Notary -
Central Piedmont Community College
P&C/Life & Health/Long Term Care Insurance
Hilda Tucker Insurance School
Associate of Business Administration - Insurance
University of Central Florida
References
References available upon request.
Technical Advancements
- Proficient in CRMs:
- Necho
- ECRM
- ABS
- Jabber
- Microsoft Office
- Teams
- Zoom
- Good Neighbor Connect
- Microsoft Suite
References
References available upon request.
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