Dynamic Sales Producer with a proven track record at Alera Group, excelling in customer relationship building and risk assessment. Developed long-lasting partnerships, driving repeat business and referrals. Adept at pipeline management and policy compliance, ensuring clients receive tailored insurance solutions that meet their needs. Committed to delivering exceptional service and support.
• Created sales performance recaps, analyzing trends to improve business results directly transferable to insurance production tracking.
• Trained and mentored employees, developing them into leadership roles mirroring producer and account management coaching.
• Coordinated scheduling, availability, and workflow improvements for team efficiency.
• Enhanced customer engagement through digital platforms, building repeat relationships similar to client retention in insurance.