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Skills

  • B2B Sales and Corporate Partnerships
  • Strategic planning
  • Client needs assessment
  • Client outreach and expansion strategies
  • Large account management
  • Budgeting and financial management in sales
  • Loss analysis
  • Competitor assessment and response
  • Case study presentations
  • Agency Management System 360

Work Experiences

  • Oversaw the work of an efficient administrative team responsible for maintaining accurate sales, inventory, and order records.
  • Created and implemented new business opportunities using strategic networking strategies.
  • Ran one year agency sales meetings to keep everyone up to date on agency news and to discuss agents' sales figures and new opportunities.
  • Assisted agents with the licensing and renewal processes for life, health, and property and casualty insurance.
  • 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.
  • Increased profits by providing excellent customer service, adhering to established procedures, and thoroughly reviewing sales reports.
  • Used sales presentations to communicate product quality and market comparisons.
  • Accompanied new agents on sales calls and identified sales opportunities for category, metric, and procedure insurance.
  • Met sales and service targets of $7 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.

Summaries

  • Achieved 83% improved sales efficiency.
  • Tenacious manager with a strategic and analytical approach to problem-solving, customer acquisition, and profit goals.
  • Within Miscellaneous, senior Insurance Sales Manager and outstanding performer in workflow optimization and process improvement.
  • Achieved 62% growth in market share.
  • Successful Sales Manager with 15 years of experience in developing and increasing metric sales.
  • Outstanding results are the result of excellent communication skills and extensive product knowledge.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved a 76% improvement in lead conversion rates.
  • Strict Insurance Sales Manager with standard supervisory experience of 11 years.
  • Dedicated to streamlining processes while maximizing employee potential.

Accomplishments

  • Improved underperforming branch performance by 60% by reviewing KPIs and introducing daily sales targets aligned to market demand.
  • Spearheaded a sales process improvement initiative that lowered the sales cycle by 9 days while improving close rate by 39%.
  • Utilized market analytics software to monitor competitors and adjust pricing strategies, helping the company maintain a competitive edge and increase market share by 53%.
  • Orchestrated a cross-functional team to identify market gaps, resulting in a 73% increase in market share within the the Pacific Northwest region.
  • Resolved product issue through consumer testing.
  • Managed escalations with high-net-worth clients, resulting in the retention of 4 key accounts and preserving 4 in revenue.
  • Surpassed annual sales quotas by 21% through targeted prospecting efforts and comprehensive needs analysis approaches.
  • Facilitated monthly training sessions focused on advanced insurance products, leading to a 53% growth in premium sales.
  • Planned and tracked the execution of quarterly sales strategies, leading the team to exceed growth objectives by 33% in 2019.
  • Trained a team of 9 sales agents, leading to a 47% increase in close rates via workshops focused on objection handling and consultative sales techniques.

Affiliations

  • General Agents and Managers Association (GAMA)
  • Insurance Accounting & Systems Association (IASA)
  • National Association of Health Underwriters (NAHU)
  • National Association for Fixed Annuities (NAFA)
  • International Council of Nurses
  • Association of Information Technology Professionals
  • National Association of Professional Agents (NAPA)
  • International Association of Administrative Professionals
  • Toastmasters
  • Executive Leadership Council (Insurance Sector) 2017

Certifications

  • Customer Relationship Management Certification for Insurance by program
  • Professional in Insurance Marketing (PIM) by Lakeside Partners
  • Certified Business Intelligence Professional (CBIP) in Insurance Analytics
  • SHRM Certified Professional (SHRM-CP)
  • Certified Information Privacy Professional/United States (CIPP/US)
  • Insurance Licensing Exam Series (Life & Health, Property & Casualty)
  • Data-Driven Decision-Making Certification in Life and Health Insurance
  • Licensed Insurance Sales Agent procedure
  • Six Sigma Green Belt Certification for Insurance Operations
  • CompTIA Security+

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