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Skills

  • Client service
  • Market segmentation and targeting
  • Territory management
  • Database management
  • Insurance product expertise
  • Coaching and mentoring
  • Market trend analysis
  • Customer retention strategies
  • Decision-making and problem resolution
  • Sales funnel development

Work Experiences

  • Implemented new inventory management procedures that reduced product theft by 18% in two years.
  • Managed a team of 14 people who sold framework products and services worth more than $4.
  • Achieved an industry-leading standard by applying strategic framework industry knowledge and leadership skills.
  • Maintaining and applying current knowledge of sales, promotions, and policies regarding payments, exchanges, and security practices drove business success.
  • Worked to resolve issues with high-profile customers in order to maintain relationships and increase the number of repeat customers.
  • Oversaw targeted training programs aimed at informing employees about product features and service capabilities.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Worked hard to resolve one-of-a-kind and recurring complaints, as well as promote loyalty and improve operations.
  • Had weekly meetings with Licensed Sales Representatives to figure out how to get around sales roadblocks.
  • Met sales and service targets of $14 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.

Summaries

  • By providing support and attentive service, I am diligent in building and retaining accounts.
  • Accomplished Licensed Sales Representative.
  • Achieved 30% increase in customer acquisition for Adobe Creative Suite.
  • Detail-oriented Insurance Sales Agent looking to capitalize on 8 years of team development and client retention to help clients grow and be satisfied.
  • Persuasive brand imaging has a proven track record of growing network connections.
  • Tenacious manager with a strategic and analytical approach to problem-solving, customer acquisition, and profit goals.
  • Dedicated to streamlining processes while maximizing employee potential.
  • Accomplished this within a the past year.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved results within several months.

Accomplishments

  • Collaborated with cross-functional teams (marketing, underwriting) to streamline customer onboarding processes, reducing onboarding time by 60%.
  • Presented semi-annual sales performance analysis to senior leadership, contributing to the adjustment of strategies that improved sales by 66% YoY.
  • Surpassed individual annual sales targets by 82% in 2019, generating revenue growth of $119,000 for the company.
  • Collaborated with team of 4 in the development of category.
  • Streamlined internal reporting processes, reducing time spent on non-core tasks by 33% and allowing more focus on direct selling activities.
  • Managed communication with a diverse portfolio of clients in different stages of the sales cycle, achieving an average policy closure rate increase of 79%.
  • Documented and resolved framework which led to program.
  • Collaborated with the marketing department to develop targeted lead generation campaigns, boosting conversion rates by 71%.
  • Played a critical role in launching an automated client follow-up system, resulting in 48% reduction in response time to inbound inquiries.
  • Achieved Lean to deepen product expertise, leading to 6 new product offerings in the sales portfolio and a 42% increase in sales.

Affiliations

  • Professional Insurance Agents of America
  • Council for Insurance Agents & Brokers (CIAB)
  • International Association of Administrative Professionals
  • American Association for Medicare Supplement Insurance (AAMSI)
  • Licensed Insurance Agents Alliance
  • Million Dollar Round Table (MDRT)
  • Business Networking International (BNI)
  • National Association of Corporate Directors (NACD)
  • International Association of Financial Executives (IAFE)
  • National Association of Insurance and Financial Advisors (NAIFA)

Certifications

  • Certified Customer Retention Specialist (CCRS)
  • Salesforce Certified Sales Cloud Consultant
  • CompTIA Security+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Professional in Counter Sales (Beacon Labs)
  • Insurance Sales Agent License (Arizona)
  • Licensed Life Insurance Agent (Colorado)
  • Google Certified Professional Cloud Architect
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Professional in Sales and Marketing (CPSM)

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