Results-driven Sales Account Executive with expertise in consultative selling, quoting, and customer relationship management. Proven ability to optimize sales funnels and enhance agent productivity.
Overview
18
18
years of professional experience
Work History
Sales Account Executive
Hagerty
Traverse City
02.2017 - Current
Supported multiple Top Gear Agents and Hobby Agents using consultative sales strategies to drive book growth.
Traveled to events representing company and specific departments to enhance visibility.
Executed specialized end-to-end quoting and underwriting to finalize sales cycles.
Collaborated on various Book Roll projects for multiple Territory Managers.
Contributed to Zero PIF agent initiatives, focusing on increasing productivity.
Licensed Sales Agent
Hagerty
Traverse City
01.2011 - 05.2017
Demonstrated expertise in calls, production, greens/apps, and revenue-generating projects.
Contributed to nationwide partnership rollout as LSA on Alliance Team.
Achieved LSA5 recognition prior to assuming new role.
Office Administrator
Grand Traverse Appraisal
Elk Rapids
01.2008 - 12.2010
Scheduled appraisals to ensure timely evaluations of claims.
Called for bids on total losses to facilitate accurate assessments.
Collaborated with insurance carriers for supplement approvals and adjustments.
Education
High School Diploma -
Glen Lake High School
Glen Lake, MI
06-1987
Some College (No Degree) - Business Management And Administration
Northwestern Michigan College
Traverse City
Skills
Consultative selling
Quoting and underwriting
Agent productivity strategies
Event representation
Customer relationship management
Insurance sales
Relationship building
Sales funnel optimization
Billing processes
Timeline
Sales Account Executive
Hagerty
02.2017 - Current
Licensed Sales Agent
Hagerty
01.2011 - 05.2017
Office Administrator
Grand Traverse Appraisal
01.2008 - 12.2010
High School Diploma -
Glen Lake High School
Some College (No Degree) - Business Management And Administration