Ashley Sanchez

• Operated an independent insurance agency, overseeing new business, client retention, partner relations, and operations. Developed and implemented marketing strategies to generate lead campaigns that included direct mail and email marketing campaigns. Expanded our client base and increase brand awareness through combination of cold outreach, events, and partnerships. Leveraged comprehensive knowledge of insurance products to advise clients on suitable coverage options and risk management solutions. Cultivated strong relationships with commercial and residential realtors, realtors, mortgage lenders, real estate investors, apartment property managers increase centers of influence and referral network that improved service offerings for clients.
  
  Notable Key Achievements
  o Hired and managed a team of 6 employees with different backgrounds and skill sets where they were provided daily, monthly, and weekly sales coaching & development to support employee growth
  o Prepared monthly reports for senior management on sales performance, customer service metrics that allowed my book of business to increase to an average B2B deal size of $55k per month and closing over 300 new B2B accounts a year
  o Created marketing plans to promote new insurance and financial products and services that increased revenue growth by 146% in 2022
  o Cultivated relationships with existing customers through regular follow-up email marketing communications for the agency to achieve 95% Agency customer satisfaction as compared to Southeast Regional Avg of 80%.
  o Achieved 95% customer satisfaction by nurturing client relationships to ensure repeat business.
  o Designed and implemented a email marketing campaigns to gauge and promote customer appreciation, provide referral incentives and generate new agency partnership leads which allowed us to achieve “Allstate Honor Ring” Award in 2018 and 2019 (Top 10% of Agencies in US)

o Provided guidance on best practices related to product selection and delivery methods by engaging customers in conversation that explained complex insurance concepts in clear and concise manner

• Managed a team of 15 PIP/MPC Claims Specialists who conduct complex handling of the customer medical injuries to make the necessary steps for claims resolution. Granted excess authority for medical injuries beyond $250,000. Collaborated with management regarding process changes to ensure adherence with medical and legal statutory guidelines are met. Facilitate training in person or virtually.

• Dedicated inbound sales representative in a high volume contact center environment, handling a minimum of 100 inbound customer service calls daily. Proven track record of consistently meeting and exceeding sales targets through effective communication and persuasion skills. Proficient in handling inbound sales inquiries, upselling products/services, and providing exceptions customer service. Strong knowledge of insurance agency systems, and adept at using CRM software to manage leads and close deals. Committed to delivering outstanding customer experiences and contributing to revenue growth,
  
  Notable Key Achievements
  o Lead 19 Teams onboarding training for conducting first-line underwriting to sell insurance products, handle claims, provide technical support, and act as liaisons for policyholders, agents, and third party vendors to service all needs, including dispute resolution.
  o Assisting in developing a hands-on curriculum for customer service training, while implementing training methods that enhanced current processes.

• Founding member of the Outbound Sales Program for the Atlanta Operations Customer Contact Center (CCC) Sales Hub. Collaborated with high-performing team consisting of 30 licensed sales agents, where we created and expanded the sales insurance books for over 500 State Farm Independent Insurance Agent Offices. Facilitated and led training to enhance customer experience during all customer interactions. Created recognition program for team which included weekly and monthly incentives.
  
  Notable Key Achievements
  o Top 5% producing team for closing new account volume within the Atlanta area (150+ agents)
  o Boosted my teams Bind to Call, Quote to Call, Customer Satisfaction, Customer Retention, and Employee Productivity metrics by 225% vs the floor team avg of 30%
  o Recognized as the “Leader of the Year” in 2013 for creating a 3 step “user friendly” employee development action plans that, within 3 weeks of the leaders' implementation, saw a 20% sales results for each of their sales agents
  o Created a weekly and monthly sales recognition program for my team to reward their exceptional performance and reinforce their positive behaviors.
  o Streamlined the sales floor training process to enhanced customer experience, and it boosted our department Customer Satisfaction score from 79% - 96.5%.