Strength Based Leadership and analytical problem-solver with talents for team building, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Highly successful Franchise Owner with solid background in Insurance Sales and referral partner relationships.
Overview
33
33
years of professional experience
Work History
Independent Insurance Broker
Goosehead Insurance
Fort Wayne, IN
09.2019 - 08.2023
Started a scratch book of business as an Insurance Broker - to 909 policies and $944,786 in premium in less than 4 years.
Cultivated strong relationships with referral partners, by adding value to their process, and help close their real estate transactions.
Expanded business from $0 to Trailing 12 months Sales of $124,545 by knowing my vendor's products, and delivering savings to my clients.
Package Rate of 84.82%, Policies per New Account of 2.25, Retention of 93%
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
State Farm Insurance Agent
State Farm
01.2018 - 06.2019
Took an existing book of business, designed an office layout, set it up, supplied it, and ran the Agency.
Interviewed, hired, trained and licensed 7 team members.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Maintained high standards of customer service by building relationships with clients and team.
Area Coach of Operations
Bob Evans Farms LLC
Northestern , IN
07.1990 - 12.2016
Held progressive management roles at 50+ different restaurants. Oversaw daily operations, including hiring and staffing to meet sales and profit targets with 40 direct reports / 500 employees with $17M annual sales.
Completed MIT program, achieving following promotions: Assistant Manager, Assistant General Manager, General Manager (4 direct reports and 50 employees), Area Coach (28 direct reports and 350 employees), Director of Operations Services (750 restaurants).
Achieved highest area balanced scorecard for entire organization, 2013, based on sales / profit increase, guests' satisfaction metrics, and low turnover.
Attained 2nd highest area percentage profit increase in organization through driving sales and controlling costs in 2016.
Received Outstanding Mentor Award, elected by peers for outstanding training and teamwork.
Led project teams in creation, maintenance, planning and revision of training materials for targeted employee education and professional development.
Established and maintained quality control standards.
Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Facilitated virtual, in-person and blended learning sessions.
Developed and executed performance management programs to increase employee engagement and productivity.
Wrote Operations manuals for Mimi's Cafe employees for all restaurant positions according to strict company guidelines and protocols.
Education
Bachelor of Science - Majors: Finance And Management, Minor: Accounting
Missouri Valley College
Marshall, MO
05.1990
Skills
New Business Development
Recruiting, Interviewing, Hiring and Onboarding
Situational Frontline Leadership II
Cognos Data Warehouse Reporting and Analysis
Inventory Management
Corporate Communications
Salesforce Implementation
Project Delegation
Labor Strategy
Sales Building
Audit & Cost Control
Safety Leader
Certification
Life and Health Insurance License 2017-2023
Property and Casualty Insurance License 2017-2023
Timeline
Independent Insurance Broker
Goosehead Insurance
09.2019 - 08.2023
State Farm Insurance Agent
State Farm
01.2018 - 06.2019
Area Coach of Operations
Bob Evans Farms LLC
07.1990 - 12.2016
Bachelor of Science - Majors: Finance And Management, Minor: Accounting
Missouri Valley College
Personal Note
In my free time I love to spend time with family and friends, anything out doors and I am an avid health and nutrition enthusiast.