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Skills

  • Contract review and analysis
  • Strategic account development
  • Risk management
  • Client retention and satisfaction
  • New business development
  • Analytical problem solver
  • Extensive personal network
  • Digital transformation of sales processes
  • Territory management
  • Systems and software programs

Work Experiences

  • Followed all legal requirements as well as agency and industry regulations in selling and servicing process and procedure insurance policies.
  • Established long-term business growth by building relationships with customers and the community.
  • Met sales and service targets of $7 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Managed a team of 12 people who sold system products and services worth more than $10.
  • Revenue models, process flows, operations support, and customer engagement strategies were all under my control.
  • Worked with commercial clients to reduce exposures by introducing new products and making changes to existing policies.
  • Implemented new inventory management procedures that reduced product theft by 16% in the past year.
  • Cut three years spending by 14% by using Microsoft Excel to create effective budgets.
  • Efficiently resolved all vendor and account issues while exceeding sales quotas by 8%.
  • Worked hard to resolve one-of-a-kind and recurring complaints, as well as promote loyalty and improve operations.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Strategic and analytical, with a motivating leadership style and experience in forming new network connections, marketing products, and expanding territories.
  • Strict Insurance Sales Manager with standard supervisory experience of 11 years.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Insurance Sales Manager is a multi-talented Insurance Sales Manager who is consistently rewarded for planning and operational improvements.
  • Achieved a 76% improvement in lead conversion rates.
  • Detail-oriented and committed to creating efficient environments in which to provide excellent service.
  • Achieved a 25% reduction in churn.
  • Achieved a 56% increase in productivity.
  • Achieved 83% improved sales efficiency.

Accomplishments

  • Introduced a multi-tier performance-based incentive program that resulted in a 64% increase in agent productivity across 13 sales districts.
  • Developed a referral program that led to 8 new client acquisitions and contributed to a 67% year-over-year growth.
  • Reduced operational expenses by 77% by implementing a CRM-integrated, automated lead generation system, improving sales team efficiency.
  • Orchestrated a cross-functional team to identify market gaps, resulting in a 73% increase in market share within the the Pacific Northwest region.
  • Issued targeted incentive programs for sales reps focusing on QuickBooks sales, resulting in a 21% upward shift in conversion rates.
  • Analyzed customer feedback and adjusted service offerings, increasing policy renewal rates by 19% for HubSpot.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Utilized market analytics software to monitor competitors and adjust pricing strategies, helping the company maintain a competitive edge and increase market share by 53%.
  • Achieved a 19% improvement in overall policyholder satisfaction by streamlining claims processing and enhancing communication channels.
  • Enhanced carrier partnerships and broker relations that led to the successful launch of Adobe Creative Suite and positioned the company as a leader in the the Northeast market.

Affiliations

  • Society of Financial Service Professionals (FSP)
  • American Council of Life Insurers (ACLI)
  • Million Dollar Round Table (MDRT) 14 Year Member
  • General Agents and Managers Association (GAMA)
  • Chartered Property and Casualty Underwriter (CPCU)
  • Certified Insurance Counselor (CIC) category
  • Insurance Institute of America (IIA) category
  • American Medical Informatics Association
  • Association of Information Technology Professionals
  • Jaycees

Certifications

  • Associate in General Insurance (AINS)
  • Certified Professional in Learning and Performance (CPLP)
  • Insurance Licensing Exam Series (Life & Health, Property & Casualty)
  • Six Sigma Green Belt Certification for Insurance Operations
  • Certified Risk Manager (CRM)
  • Licensed Insurance Sales Agent procedure
  • Certified Financial Planner (CFP) for Insurance Sales Managers
  • CompTIA Network+
  • Data-Driven Decision-Making Certification in Life and Health Insurance
  • Professional in Insurance Marketing (PIM) by Lakeside Partners

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