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Skills

  • Account management
  • Business development and planning
  • Premium Revenue Growth Strategies
  • Strategic planning
  • Database management
  • B to B sales
  • Client satisfaction and feedback collection
  • Review of contracts
  • Quarterly sales increase strategies
  • Sales reporting

Work Experiences

  • Managed a team of 9 people who sold initiative products and services worth more than $5.
  • Kept track of the performance of the sales team, analyzed sales data, and reported findings to the area managers.
  • Increased profits by providing excellent customer service, adhering to established procedures, and thoroughly reviewing sales reports.
  • Worked to resolve issues with high-profile customers in order to maintain relationships and increase the number of repeat customers.
  • Worked with internal teams and suppliers to assess costs in relation to expected market price points and create structures to meet profit goals.
  • Oversaw the work of an efficient administrative team responsible for maintaining accurate sales, inventory, and order records.
  • Kept financial controls in place, planned business operations, and kept expenses under control while identifying and pursuing opportunities to expand business operations and increase profits.
  • Organized sales meetings for the staff to talk about development strategy, best practices, and process improvements.
  • Worked with the advertising department to ensure that advertising messages and retail incentives were consistent.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.

Summaries

  • Detail-oriented and committed to creating efficient environments in which to provide excellent service.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Costs were consistently reduced while profits were increased.
  • Achieved sales goals by 72% or more.
  • Accomplished District General Agent driven to lead sales teams to achieve record-setting revenue gains. Manage 11+ accounts, generating more than $12 in revenue per the past year.
  • Achieved a 45% decrease in agent turnover.
  • Achieved results within 2022.
  • Achieved 78% growth in the Northeast.
  • Strategic and analytical, with a motivating leadership style and experience in forming new network connections, marketing products, and expanding territories.

Accomplishments

  • Developed and executed territory management strategies that led to a 29% reduction in customer churn by targeting underserved markets.
  • Served as a key liaison between corporate leadership and the district sales team, facilitating feedback collection, and driving a 30% improvement in employee retention.
  • Led initiatives to roll out ServiceNow, resulting in a 41% more efficient customer onboarding process.
  • Implemented revenue forecasting models, generating an accurate sales pipeline that improved premium growth by $6.
  • Achieved a 18% year-over-year sales growth rate by implementing new client acquisition tactics across multiple channels.
  • Boosted total premium revenue by implementing district-wide cross-sell campaigns, growing previously underserved segments by 21%.
  • Consistently achieved and exceeded monthly sales targets, averaging $18 in additional premium revenue per quarter.
  • Overhauled strategic planning methods that boosted new business acquisition by 65% within the first 2019 year.
  • Continuously monitored agent performance metrics and adjusted sales strategies, producing measurable sales growth of 41% year-over-year.
  • Managed territory worth over $9 by overseeing day-to-day operations, customer relations, and acquisitions, ensuring steady revenue growth.

Affiliations

  • National Association of Professional Insurance Agents (PIA)
  • Financial Planning Association (FPA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Financial Executives International (FEI)
  • American Medical Informatics Association
  • International Facility Management Association (IFMA)
  • American Council of Life Insurers (ACLI)
  • National Association of Social Workers
  • Institute of Chartered Financial Analysts (ICFA)
  • International Council of Nurses

Certifications

  • Project Management Professional (PMP)
  • Certified Public Accountant
  • CompTIA Security+
  • Advanced Sales Management Certification from Cedar Works
  • Certified Customer Service Leader (CCSL) from Harbor & Co.
  • Certified Risk Manager (CRM) from The National Alliance
  • Project Management Professional (PMP) from Project Management Institute
  • Lean Six Sigma Green Belt Certification from framework
  • Health Insurance Agent License from Massachusetts Licensing Board
  • Certified Professional Insurance Agent (CPIA) from Cedar Works

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