Katherine M. Coakley has over 10 years of experience in banking, insurance, and customer service. She has a proven track record of exceeding sales goals through her consultative sales approach and ability to uncover customer needs. She is looking to utilize her strong communication skills in a technology-focused role.

1. Katherine M. Coakley
3715 Noble Ave N— Robbinsdale, MN 55422— Cell: (262) 510-5455— katherinecoakley@gmail.com
Summary
A proven successful business professional, who excels in out of the box thinking and creativity. I am looking to
utilize my exceptional communication skills, as I believe they are the foundation of the customer relationship; and
are an asset in an ever growing high tech world.
Professional Experience
Assurant Health: Plymouth, MN
Claims and Benefits (November 15, 2014- Present)
• Educate customers on Health Care Reform laws, Affordable Care Act.
• Serve as liaison between insureds and providers to ensure timely processing of claims
• Reanalyze and process completed claims when new information arises.
Licensed Insurance Agent (September 15, 2013- November 15, 2014)
• Accept inbound and made outbound calls to customers interested in purchasing individual health
and supplemental insurance.
• Licensed to sell health and life insurance in 45 states.
• Customize plans with customers through a personalized consultative sales approach.
• Uncover customer’s needs through probing questions to create cross-selling opportunities.
• Create a verbal and if required written presentation highlighting plan benefits.
• Use software such as: Seibel, GRASS, EASE, COSMIC, TRACK, PeopleSafe, and Lotus notes
US Bank 24 Hour Banking and Financial Sales: St. Paul, MN
Account Processing Specialist 4 (October 16, 2011- September 5, 2013)
• Mitigated fraud for new accounts opened online or over the phone by reviewing credit bureau
reports and verifying customer identity.
• Ensured new accounts were funded and documentation was returned in a timely manner by
maintaining continuous contact with customers and branches.
• Educated customers as to the benefits of free online and mobile banking, bill pay and overdraft
protection.
• Used software such as: TOPS, ACAPS, Orion, Fast Apps, and Microsoft Office
Outbound Personal Banker 2 (May 28, 2010- October 16, 2011)
• Consistently exceeded sales goal of 9861 revenue points by 120% to 150%+
• Sold deposit accounts: checking, savings, and certificates of deposits; as well as credit accounts:
home equities, installment loans and consumer credit cards, business credit cards and business
check cards.
• Maintained excellent quality and customer service scores.
• Promoted to Banker 2 position April 2011.
• Mentor program December 2010 - October 2011. Helped coach new hires on the phone and
effective application of sales skills to open, develop, and close sales.
• Assisted managers with team meetings, new hire interviews, and editing sales scripts.
Education
Winona State University: Bachelor of Arts: English Literature and Language May 2009
• Head Co-Editor of student publications magazine. Established a set budget and timelines for submissions,
selections, editing, layout, blueprints, and delivery.
• Disc Jockey for KQAL radio station hosting a total of four radio shows during tenure.