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Skills

  • Organization
  • Data entry
  • Business process optimization
  • Property insurance
  • Quotes and sales
  • Communications
  • Account management
  • Operational improvement
  • Budget management and resource allocation
  • Campaign performance analysis

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Boosted international revenue by $8.
  • Returned customer calls within 17 hours, resolving issues and answering questions quickly.
  • Answered 12 calls per several months to help customers with their questions and concerns.
  • Achieved a 37% improvement in client acquisition.
  • Acquired 4 new clients.
  • Collaborated with product development teams to introduce Tableau, driving a $11 increase in sales in its first quarter post-launch.
  • Achieved a 84% retention rate.
  • Looked for industry trends on social media and through online sources.
  • Acted as the primary agency liaison for high-profile clients, closing $11 in new business and achieving a 85% retention rate.

Summaries

  • Aligned marketing strategies with business objectives.
  • Adept at implementing scalable operations.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Achieved substantial cost reductions.
  • Achieved full brand recovery.
  • Accountable Insurance Representative with strong client management and plan promotion skills.
  • Clear understanding of strategic planning and budget management as well as quality assurance training.
  • Adept at implementing scalable operations, improving agency workflow processes while concurrently achieving substantial cost reductions.
  • Category Insurance Agent with superior quality assurance and budget management abilities.
  • Champion of revitalizing pitch and proposal processes, enhancing win rates by 49% and securing 13 successful RFPs over the course of 2015.

Accomplishments

  • Developed and executed comprehensive lead generation strategies, boosting qualified leads by 82% and reducing cost-per-lead (CPL) by 2.
  • Analyzed CRM data to identify key opportunities, improving client retention by 29% and increasing upsell opportunities by 46%.
  • Led and expanded key account relationships, growing portfolio by 6% and cross-selling additional services with a total added revenue of $7.
  • Designed a client feedback loop program reducing dissatisfaction rates by 19% while increasing repeat business by 38%.
  • Successfully rebranded Workday, utilizing market research and consumer data analysis, leading to a 33% market share growth in several months.
  • Facilitated the implementation of QuickBooks across the sales team, improving workflow automation and reducing administrative time by 32%.
  • Achieved annual revenue growth of 81% by optimizing cross-sell and up-sell strategies for key accounts, contributing over $2 in value.
  • Revised end-to-end performance marketing strategy resulting in a 61% reduction in cost-per-acquisition (CPA) and a 56% increase in return on ad spend (RoAS).
  • Collaborated with team of 4 in the development of category.
  • Orchestrated a company-wide initiative to standardize sales pipeline management procedures, streamlining reporting and improving team alignment across 12 departments.

Affiliations

  • Freemason
  • Public Relations Society of America (PRSA) – Member, leveraging best practices in communication strategies for client success.
  • Leadership Council for Advertising Executives – Driving key initiatives for C-suite executives overseeing marketing transformation programs.
  • American Medical Informatics Association
  • Association for Computing Machinery
  • American Marketing Association
  • Jaycees
  • Association for Supply Chain Management (APICS)
  • Women In Business Network (WIBN) – Support group member driving strategies for gender diversity and corporate leadership.
  • Marketing Research Association (MRA) – Focuses on gaining impactful market insights through advanced research methodologies.

Certifications

  • Certification in Rebranding Strategy - system
  • Certified Public Accountant
  • Leadership in Marketing Strategy Certificate - method
  • Certified KPI Professional (CKP) - category
  • Cisco Certified Internetwork Expert (CCIE)
  • Hootsuite Social Marketing Certification - category
  • Facebook Blueprint Certification - procedure
  • Certified Business Analysis Professional (CBAP)
  • Certified Account-Based Marketing Strategist (CABS) - initiative
  • Apple Certified Associate (ACA)

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