Allison Rodriguez
Onalaska,WI
Summary
Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Persuasive negotiation and program management abilities.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Content Specialist – Subject Matter Expert – Project Manager- Insurance
Kaplan Leadership Award Winner
03.2012 - 01.2016
- Licensing ∙ Write instructional content based on outlines related to licensing exams or on topics related to the training for financial services professionals
- Write questions to review topics of instruction or to assess a student's mastery of instructional material
- Work with instructional designers, graphic artists, and media specialists to create interactive exercises, graphics, video, and other media elements to enhance instructional content
- Take lead responsibility for a course project by scoping the project a nd working with copyedit, print and online production, product setup, and grading/regulatory filing departments to release courses for sale under tight deadlines
- Serve as an instructor in the live class and for video portions of assigned courses
- Respond to content-related inquiries from customers and student support personnel, including online seminars and office hours, and resolve problems and errors as they arise
- Keep current on regulatory and industry trends, particularly as they pertain to professional licensing education requirements
- Identify, suggest, and implement improvements and updates to the product lines
- Manage a products lifecycle and collaborate across departments
- Provide training to internal teams such as customer service, marketing, and sales, regarding product content, features and applications
- Work with marketing to develop descriptions products, features, and related matters
- Perform market and product analyses to assess the need and lead to the development of new products and services
Licensing Manager
Kaplan Professional
01.2016 - 10.2017
- Online Delivery -Insurance Licensing∙ Track online courses and other online assets through the reviewprocess as requested, and communicate the progress of majorprojects
- Communicate with internal and external customers regardingfeasibility/requirements of various insurance licensing online products
- Suggest, track, and report metrics on insurance licensing onlineproducts; monitor estimated versus actual results, report on variances
- Oversee the development of direct reports; including but not limited tohiring and retention, managing daily work flow, addressingperformance concerns, preparing performance reviews, setting goals,approving time and attendance, and coaching
- Document applicable processes and cross-train others on thoseprocesses
- Ensure adequate coverage during absences
- Work with Regulatory Filing and Production departments to facilitateefficient production and state submission, etc
- Of online insurancelicensing courses and components
- Perform special projects or assignments, as assigned.
Sales Corporate Relationship Manager
Kaplan Professional
10.2017 - 04.2019
- Teach, Coach, Develop and Manages inside sales staff of 15 individuals both remote and in-office
- Conversant in multiple sales methodologies and best practices ∙ Effectively monitors, communicates, and manages team productivity and accountability
- Proactively provides insight to management on client opportunities and needs
- Works closely with other internal stakeholders to take advantage of market opportunities and solve client related issues ∙ Creates and maintains relationships with individual clients and small corporate clients
- Provide clients with informational materials, including brochures, flyers, and related materials
- Research and resolve any issues to ensure client retention and satisfaction
- Explore opportunities for adding value for clients
- Work with management to determine goals
- Analyze data and summarize into coherent business reports
- Organize/implement ongoing training to keep client facing employees informed of new products
Marketing Consultant
Morgan Murphy Media
08.2019 - 08.2022
- Consulted with clients on business issues and developed innovative proposals.
- Planned and executed events and marketing programs to increase qualified leads.
- Achieved client vision and marketing objectives by collaborating with various departments.
- Consulted with clients on business issues and developed innovative, high-impact proposals.
- Conducted market research and reported on clients' competition.
- Directed marketing plans for 50+ clients, proactively servicing needs, maintaining satisfaction and consistently achieving profit goals.
- Identified appropriate marketing channels and target customers for campaigns.
- Managed campaigns for various clients that consistently exceeded sales goals.
- Tracked key metrics and developed spreadsheets and data models.
- Developed questionnaires and facilitated focus group discussions.
Director of Sales & Operations
TJR Improvements New Construction And Remodeling
08.2022 - Current
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Established pricing strategies to maintain competitive pricing and maximize profits.
- Connected with prospects through trade shows, cold calling and local-area networking.
- Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
- Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
- Monitored and coordinated workflows to optimize resources.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Owner/Operator
ARod Consulting / Get Social / Prissy Potty
06.2015 - Current
- Managed day-to-day business operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Evaluated suppliers to maintain cost controls and improve operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Prepared annual budgets with controls to prevent overages.
Education
Masters of Science - Management, Project Management
Purdue Global
06.2013
Bachelor of Arts - Communication Management, Spanish / Marketing
University of Dayton
Dayton, OH2003
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Tuscarawas Central Catholic
New Philadelphia, OH1999
Skills
- Microsoft Office Suites
- Strategic Decision-Making
- Professional Relationships
- Special Assignments
- Leadership
- Selling Skills
- Change Management Process
- Revenue Growth
- Account and Territory Management
Certification
∙ Certified Distant Education Instructor (CDEI)∙ Licensed Life, Health, Property, and Casualty Agent∙ Successfully Passed the CDC Management Course∙ Certified in KPE Products∙ Authorized Google Ad words Reseller∙ Master Stream certified
Affiliations
Women's Alliance of La Crosse – President - Elect 2016. President 2017 Past- President 2018 President 2023 Marketing Chair 2026-2023
La Crosse Chamber Ambassador
LABA Member
Timeline
Director of Sales & Operations
TJR Improvements New Construction And Remodeling
08.2022 - Current
Marketing Consultant
Morgan Murphy Media
08.2019 - 08.2022
Sales Corporate Relationship Manager
Kaplan Professional
10.2017 - 04.2019
Licensing Manager
Kaplan Professional
01.2016 - 10.2017
Owner/Operator
ARod Consulting / Get Social / Prissy Potty
06.2015 - Current
Content Specialist – Subject Matter Expert – Project Manager- Insurance
Kaplan Leadership Award Winner
03.2012 - 01.2016
Masters of Science - Management, Project Management
Purdue Global
Bachelor of Arts - Communication Management, Spanish / Marketing
University of Dayton
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Tuscarawas Central Catholic
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