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ABOUT

Kathleen McElroy helps insurance agencies increase their new business prospects and appointments. She has been in the insurance industry since 1996, achieving various national awards.

Kathleen has over 20 years experience helping insurance agents get more qualified appointments.
Kathleen McElroy
Founder and Principal

PROFESSIONAL HIGHLIGHTS

Highly skilled with significant background in training telemarketers and producers in telemarketing and telemarketing processes.  Deep knowledge in building out the criteria to house client data in enterprise-level content management systems and in the creation of telemarketing procedures. Proven ability in the implementation of training that results in optimizing telemarketing skills and performance.

 

LICENSES AND DESIGNATIONS
  • Florida 2-20 General Lines Agent License

  • Accredited Adviser in Insurance (AAI)

 

AWARDS
  • Lifetime Telemarketer Award 2006 - Brown & Brown Inc.

  • Telemarketer of the Year 2003, 2004, 2005 - Brown & Brown Inc.

  • Telemarketer of the Year Runner-Up 2001 - Brown & Brown Inc.

 

CORE SKILLS

Training / Lead Generation / Cold Calling & Prospecting / Data Collection & Analysis / Generating Reports / Collaboration & Teamwork / Negotiating / Scheduling / Customer Service

 

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