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Kendall Stevenson

Kendall Stevenson

Business Development, Operations & Client Relations

Talent
AustinMember since July 27, 2026
Microsoft 365ZoomDocuSignSalesLoftSocial Media PlatformsBusiness DevelopmentCustomer RetentionAccount ManagementMarket AnalysisMarket ResearchGraphic DesignSocial Media ManagementProject ManagementLeadership CoachingClient Relationship ManagementSalesAccount ExecutiveTraining and DevelopmentPeer AdvisorOutbound SalesSalesforce ImplementationCrm DeveloperCreative DirectionCreative Producer
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Microsoft 365ZoomDocuSignSalesLoftSocial Media Platforms

About

Creative problem solver with two years of success in a relationship-driven industry. Recognized for developing more organized and efficient systems to enhance business value, taking self-motivated initiative and producing results that matter. Proficient in communications and operations, delivering tailored solutions, and upholding exceptional client retention.

Experience

Insurance Professional at Fitzpatrick Insurance Solutions (2026-01 – 2026-05)

  • Independently built and managed a full-cycle multifamily commercial sales pipeline from the ground up through investigative research, prospecting and outreach, and wholesaler negotiations.
  • Designed and developed a custom CRM solution system to better manage follow-ups and optimize lead management.
  • Cultivated trusted partnerships and translated complex client needs into solutions through dynamic consultative communication, curated proposals, problem-solving, and attentive account management.
  • Rapidly mastered a complex commercial insurance environment by applying self-directed learning and prior industry expertise to identify and manage high-value clients with limited formal training.

Account Executive at Goosehead Insurance (2024-07 – 2025-12)

Independently manage the full client lifecycle—quotes, binds, servicing, renewals, payments—resolving complex coverage gaps and delivering tailored client solutions, all with exceptional customer service.

  • Source 100% of business through referral partner development, relationship management, and strategic prospecting, growing pipeline, revenue, and retention via consistent consultative outreach and scheduled in-person meetings.
  • Oversee operational, compliance, and administrative processes across 80+ carriers using Salesforce and other technologies, including Microsoft 365, SalesLoft, Zoom, DocuSign, SharePoint/OneDrive, and social media platforms.
  • Surpassed lead-generation expectations by generating substantially more qualified opportunities than targeted during tenure, including uncovering and spearheading an opportunity exceeding $2M in total insured value within the first three months.
  • Resolved a high-profile coverage gap ultimately driving a company- and carrier-wide policy change.
  • All 5-star client testimonials
  • Averaged 40+ in-person prospecting meetings and 200+ referral partner calls per month, consistently generating new leads through strategic partnerships and follow-up.
  • Invited to speak on new hire panels and lead corporate team meetings within only 3 months of tenure.
  • Surpassed record of tripling sales goal and generating the highest amount of referral partner activations.
  • $500K+ sold premium, 275+ policies written, 100% fee rate.

Server at Foghorn's Sports & Wings Bar (2022-09 – 2024-07)

  • Delivered strong customer service and promoted sales in an extremely fast-paced, high-pressure environment
  • Demonstrated effective communication and time-management skills

Assistant Manager at Kawa Asian Kitchen (2018-06 – 2024-07)

  • Excelled in a multitasking role requiring superb customer service skills in a high-volume business
  • Trained new employees on service and restaurant expectations including safety procedures

Tour Guide at Lake Travis Zip-Line Adventures (2021-04 – 2022-08)

  • Led groups of up to 15 guests on 5-hour outdoor adventure tours, ensuring safety, accessibility (ASL), and demonstrating exceptional leadership with engaging entertainment that earned multiple 5-star reviews and repeat business.

Education

Bachelor of Arts in Journalism, Advertising & Public Relations – University of Arkansas (2024-05)

Skills

Business DevelopmentOperations & Client Relations

Reviews

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