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Skills

  • Performance metrics analysis
  • Order processing
  • Scheduling understanding
  • Agent productivity improvement
  • Client relationship management
  • Supervision
  • Metric marketing
  • Operational improvement
  • Account development
  • Marketing understanding

Work Experiences

  • Achieved results over several months.
  • Authenticated independent agent contracts.
  • Met with current and potential customers to assess their needs and make recommendations for the best process solutions.
  • Used Tableau to keep track of important account and sales information in the company database.
  • Schedule appointments with potential and current customers to promote new products and services.
  • Closed over $5 in sales, which included preparing contracts and processing order forms each three years.
  • Achieved President's Club for outstanding supervision.
  • Increased the team's revenue by over $6 in sales.
  • Achieved 33% agreement.
  • Analyzed quarterly team performance forecasts and achieved revenue goals of $2 by the end of 2015.

Summaries

  • Talented sales representative with 16 years of industry experience.
  • Achieved a 60% improvement in territory efficiency.
  • Bringing 18 years of experience in this field.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated sales professional with experience engaging with prospects, negotiating deals, and data analysis and cross-functional collaboration.
  • Highly skilled at hiring, training, managing, coaching, and mentoring sales and customer service representatives, as well as interacting with employees at all levels of the organization and the general public.
  • Customers have increased by 15%, and new sales revenue has increased by more than $18.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • A thorough understanding of the marketplace and competitor offerings can help boost sales by emphasizing product benefits and luring customers away from competitors.
  • Proactive Independent Agent Supervisor with 10 years of experience perceiving and addressing customers' needs to generate sales.

Accomplishments

  • Trained agents on effective use of CRM (Adobe Creative Suite) for better client management, resulting in a 79% boost in productivity.
  • Developed strategic partnerships with affiliate businesses, leading to a 68% increase in referral-based sales.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led a team of 2 independent agents to achieve 49% of sales targets within 6 months.
  • Instituted a dynamic rewards system for exceeding targets, driving overall agent performance upward by 21% annually.
  • Utilized CRM software (Jira) to monitor agent/client interactions, which improved relationship management and led to client retention rates of 27%.
  • Reduced agent turnover by 27% by instituting individualized coaching sessions and retention-focused performance incentives.
  • Implemented cross-functional training programs, resulting in 3% improved collaboration between sales, marketing, and product teams.
  • Developed an agent feedback loop system, contributing to improved service delivery and a 42% growth in client satisfaction scores.
  • Identified and mitigated performance gaps within the agent team, resulting in a 21% uptick in quarterly results.

Affiliations

  • Professional Insurance Marketing Association (PIMA)
  • Sales Enablement Society
  • Freemason
  • Salesforce Certified Sales Cloud Consultant
  • Certified Sales Leadership Professional (CSLP) ITIL
  • Rotary International
  • Society of Human Resource Management (SHRM)
  • Association for Financial Professionals (AFP)
  • American Marketing Association
  • National Association of Independent Agents and Brokers

Certifications

  • Conflict Resolution & Mediation Certification
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Apple Certified Associate (ACA)
  • Certified Fraud Examiner (CFE)
  • Certified Fund Specialist (CFS)
  • Licensed Property & Casualty Agent - North Carolina
  • Youth Protection Awareness Certification - Meridian
  • Certified Business Analysis Professional (CBAP)
  • Microsoft Certified Systems Engineer (MCSE)

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