Kaitlyn Partlow Employee Benefits Consultant

About:

As an employee benefits consultant, Kaitlyn specializes in health
insurance, voluntary benefits, and defined contributions.

Experience:

With 5+ years of experience, Kaitlyn actively prospects, solicits, quotes, and consults on new benefit insurance accounts, with a focus on generating new revenue through targeted sales efforts. She prepares and executes strategic business plans, secures RFPs, participates in team sales, and identifies cross-sell opportunities to expand client coverage. Kaitlyn also manages the onboarding process by maintaining all required documentation, obtaining signed applications, and ensuring all materials are accurately completed and submitted.

Prior to Lawley, Kaitlyn gained valuable experience at Aflac, a leading provider of supplemental insurance, where she focused on building trusted client relationships, delivering tailored benefit solutions, and expanding her book of business through networking and referrals. This role provided a strong foundation in account development and client support, which she leverages in her role at Lawley.

Accreditations:

Kaitlyn holds a Life, Accident, & Health license in 8 states.

Community and Pro Bono:

Kaitlyn is actively involved with the Cystic Fibrosis Foundation as a ROC Finest Honoree and supports the Breast Cancer Coalition of Rochester.