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Work Background
Alliant Insurance ServicesAssistant Vice President
Jun. 2024Denver, Colorado, United StatesAs an Assistant Vice President at Alliant, Katie advises clients' on their employee benefits programs and strategies. She analyzes client needs, designs customized benefits packages, and ensures compliance with regulations while promoting employee satisfaction and retention.
HUB InternationalSales Executive
Nov. 2021 - Apr. 2024Denver, Colorado, United StatesAs a Sales Executvie at HUB International, Katie brings a unique viewpoint and experience to her clients. Katie's philosophy is that every employer is different in respect to their needs. Katie develops a multi-year strategy to find the most economical and effective benefits plan to match the needs of her customer.
PeakMed LifeCentersVice President Of Business Development
Sep. 2019 - Jan. 2021Denver Metro Area, Colorado Springs, Co.As V.P. of Business Development, Katie oversees PeakMed's efforts to cultivate and grow its competitive direct primary care business through insurance brokers and consultants in Colorado and national markets. While partnering with brokers and consultants, PeakMed embeds direct primary care directly into the health benefit plan. Through this strategy, many employers have seen declines in overutilization within their health plan.
Aetna, a CVS Health CompanySales Executive Mid Market
May. 2017 - May. 2019Greater Denver AreaDevelop new business opportunities to ensure profitable customers and help grow the business through consultative selling, issue resolution and superior service. Ensure product, pricing and services meet client's needs while meeting Aetna revenue growth and profit objectives. Manages and builds producer relations as needed depending on book of business or market segment(s) being supported. Identify various ways to partner with the client by drawing from entire spectrum of our product line, while illustrating a keen understanding of a client's multifaceted needs and benefits of Aetna's full product array. Collaborates with internal partners and/or external constituents to uncover profitable growth and cross-sell opportunities within new or existing customers and to support post-sale activities. Coordinate sales materials, testimonials and subject matter expert involvement in support of the successful delivery of constituent presentations. Participate in constituent meetings including finalist presentations. Develops/maintains and communicates expertise on products, industry and emerging marketplace trends.
Arthur J. Gallagher & Co.Client Consultant
Feb. 2015 - May. 2017Greater Denver AreaAs a consultant for employee benefit plans, I like to consider myself a problem solver. I bring a unique viewpoint on benefits, by understanding the challenges of operational costs, and how retaining, attracting & engaging employees all come together. I partner with you to evaluate your company’s benefit offerings. From your employees, culture, and obstacles that you face on a day to day basis, I help design a multi-year plan to implement a benefits program that drives the right actions, behaviors, and results. Together, we’ll develop an approach that engages your members through technology and tailored communication strategies. We’ll continually review your strategy guaranteeing your outcomes are on target, and to help you make the adjustments required in today’s constantly changing business environment.
Premera Blue CrossSales Product Specialist
Nov. 2013 - Nov. 2014Mountlake Terrace, WAAccountable for the achievement of short & long term department/corporate goals, including increasing revenues by initiating, facilitating, and executing sales strategies while increasing the penetration of the appropriate products and services to assigned new and existing accounts located within the Seattle NW market. Drive the selling activities and programs at the most significant new and existing accounts and is accountable for meeting or exceeding appropriate targets by effectively managing client relationships. .
UnumSUPPLEMENTAL BENEFITS SALES CONSULTANT
Jun. 2001 - Apr. 2005Greater Seattle AreaSkilled in tailoring solutions and delivering impactful presentations, I actively presented to CFOs, HR directors and producers. Collaborating closely with group sales consultants, I proactively worked to uncover new opportunities and cross-sell benefits to address customer needs. Successful in over-achieving sales objectives, I was selected to attend Unum’s top performer sales conference for 2 consecutive years before leaving to start a family.
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