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Skills

  • Sales funnel development
  • Customer service
  • Policy renewals
  • Supervision
  • Business operations
  • Life insurance
  • Auto insurance
  • B2B sales strategies
  • Underwriting and adjustments
  • Regulatory compliance

Work Experiences

  • Collaborated with the marketing team.
  • Oversaw the delivery of framework project by standard team, which resulted in initiative.
  • Aligned sales approach with market demands.
  • Allowed for greater focus on client outreach.
  • Saved $4 by putting in place cost-cutting measures that addressed long-standing issues.
  • Collaborated with product development teams.
  • Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 14% increase in sales.
  • Achieved a win-win outcome for both parties.
  • Returned customer calls within 17 hours, resolving issues and answering questions quickly.
  • Achieved results during three years.

Summaries

  • Adept at identifying and engaging decision-makers in Miscellaneous, expanding product reach by 76% and successfully launching market-penetration initiatives.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Achieved results through targeted outreach.
  • Collaborative leader recognized for fostering client relationships.
  • Boosted customer retention by 21%.
  • Initiative Insurance Agent with superior cross-functional collaboration and budget management abilities.
  • Adept at driving region-wide product launches.
  • Proven track record of time management and customer service excellence.
  • Clear understanding of project management and process improvement as well as quality assurance training.
  • Achieved savings of $2.

Accomplishments

  • Formulated and implemented quarterly sales plans based on historical data, seeing a 37% improvement in team performance metrics.
  • Trained cross-functional teams in customer engagement practices, leading to a 69% improvement in customer service response times.
  • Collaborated with the marketing department to execute seasonal sales initiatives, resulting in 8% growth in product sales over three years.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Negotiated and finalized a 7-year, $12 service contract with a major client, securing a strategic long-term partnership.
  • Collaborated with customer support to reduce response times by 56%, driving overall client satisfaction increases of 83% points.
  • Facilitated client workshops demonstrating product ROI, which resulted in a 19% conversion rate from prospective to active clients.
  • Achieved a 50% reduction in churn by using strategic objection handling and tailored upsell approaches.
  • Implemented a KPI-driven sales strategy that increased client acquisition rates by 38% year-over-year.
  • Employed advanced upsell techniques, boosting average transaction value by 56% during promotion periods.

Affiliations

  • Certified Sales Trainer (CST) – Global Trainers Network
  • Salesforce Certified Professional Network
  • Association for Supply Chain Management (APICS)
  • HubSpot Academy Sales and CRM Training
  • Freemason
  • Business Networking International (BNI)
  • Customer Experience Professionals Association (CXPA)
  • Society of Human Resource Management
  • Sales Leadership Alliance
  • Institute of Sales Management (ISM)

Certifications

  • Certified Revenue Cycle Executive (CRCE) - AAHAM
  • First Aid/CPR Certified
  • SHRM Certified Professional (SHRM-CP)
  • Leadership and Sales Mentoring Certificate – American Association of Inside Sales Professionals (AA-ISP)
  • Strategic Sales Management Certification – LinkedIn Learning
  • Certified Business Relationship Manager (CBRM) - Business Relationship Management Institute
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • Cisco Certified Internetwork Expert (CCIE)
  • Technical Sales Professional Certification – LinkedIn Learning

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