Benjamin Nelson
Columbia,IL
Summary
Goal-oriented Senior Sales Representative with 19+ years of experience in the P&C industry. Known professionally for coordinating and mentoring sales personnel to promote workplace morale and productivity. Highly skilled in new business sales, account maintenance and customer service.
Overview
13
13
years of professional experience
Work History
Sr. Sales Representative
Guaranteed Rate Insurance
03.2022 - 08.2022
- Introduced to the Insurtech world where I helped small business owners find affordable Commercial Insurance for their businesses by using the various tools and carrier relationships that I built.
- Developed closing skills over the phone in the fast pace environment, while maintaining the highest retention rate on our team.
- Increased sales by developing internal relationships with Mortgage Brokers and Personal Lines Agents inside Guaranteed Rate Mortgage.
- Overcame various obstacles and closed sales on, high risk ,hard to place coverage, for various types of business in 15+ states.
- Able to develop relationships with prospects and clients in a remote work setting, helping me obtain referrals from clients and prospects for future opportunities to help more small business owners.
Area Vice President
Sunstar Insurance Group Dba Chapman & Hogan Ins.
04.2015 - 03.2022
- Explored opportunity to buy into a new agency and immediately moved forward to Sr. Vice President at Chapman-Sander Insurance.
- Responsible for meeting new business goals and and maintaining an above average retention rate of 93%.
- Obtained Life & Health License in 2016, allowing my team to sell and service more Group Health accounts.
- Assisted in hiring new agents and developed significant market share to grow Chapman-Sander Insurance and allow Sunstar Insurance Group to acquire new agencies.
- Collaborated with senior management and other agents who had equity in Sunstar to capitalize on the strategic initiatives and long term goals.
- Masters Club Recipient in 2015, 2016, 2017, 2018, and 2019
Insurance Broker
Gallagher Arthur J
08.2009 - 05.2015
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold Property and Casualty insurance policies to new and existing customers.
- Worked with niche leaders to develop marketing campaigns based on various industries.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets with the Benefit and Financial niche teams.
- Became well versed in EPIC and Salesforce to target new clients, while still keeping a Retention Rate above industry average.
Education
Finance
Saint Louis University
St Louis, MO05.1999
Skills
- Key Account Generation
- Account Management
- Sales Development
- Meeting & Exceeding Sales Goals
- Product and Service Knowledge
- Maintaining Customer Database
- Microsoft Suite, EPIC, and Sales Force Proficiency
- Territory Management
Timeline
Sr. Sales Representative
Guaranteed Rate Insurance
03.2022 - 08.2022
Area Vice President
Sunstar Insurance Group Dba Chapman & Hogan Ins.
04.2015 - 03.2022
Insurance Broker
Gallagher Arthur J
08.2009 - 05.2015
Finance
Saint Louis University
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