Dale H. Williams
Billings,MT
Summary
Dynamic and results-oriented sales professional with a proven track record of driving success through innovative strategies and meticulous attention to detail. Expertise in leveraging technology to streamline processes, resulting in significant time savings and reduced errors. A commitment to straightforward and ethical practices fosters client confidence and trust, encouraging repeat business and referrals. Passionate about building lasting relationships that contribute to sustained growth and success.
Overview
44
44
years of professional experience
1
1
Certification
Work History
Sales Associate
Jeff Boyd - State Farm Insurance Inc
Billings, MT
03.2012 - 03.2013
- New sales production and customer service securing new accounts by prospecting and cold calling. Also customer servicing of new accounts, and assist in retaining all accounts.
- Assisted customers with service inquiries, providing accurate information and resolving issues efficiently.
- Managed account updates, ensuring customer data integrity and compliance with company standards.
NFS Agent
Charter Communications
Billings, MT
01.2023 - Current
- Route technicians to their repair jobs in multiple locations (States), Take incoming calls from customers regarding NFS support issues. Data processing of tickets by field service leadership to further support technicians in the field.
Retention Agent
Charter Communications
Billings, MT
01.2015 - 01.2023
- Plan and retained TV, Internet and phone customers from market competitors. Create strategies for selling company features and benefits. Ensure corporate goals were met and exceeded. Partner with high-performing sales staff to provide quality customer services, and consistently exceed all monthly sales quotas. Analyze customer needs and present value-added solutions based on discovery.
- Selected Contributions:
- Retention sales saving thousands of dollars per year in residential customer accounts.
National Account representative
Velapoint Insurance Inc
Beaverton, OR
01.2011 - 01.2012
- Individual Life and Health business, Licensed in Oregon, California, Texas, Ohio, Oklahoma, Iowa, Georgia, North and South Carolina, Maryland, Virginia, Florida, Michigan, Pennsylvania and Tennessee.
- Supervisor Amber Cochran 877-434-1904
Colonial Life and Accident & Ashland Insurance Insurance agency
01.2007 - 01.2011
- Group Health and Voluntary Benefits, Responsible for securing new accounts by prospecting and cold calling. Also provide customer servicing of new accounts, and assist in retaining all accounts.
- Supervisor: Jerry Blaisdale, (541) 821-7007 Colonial – Jeff Wilson – 541-857-0679 Ashland Insurance Agency
Owner operator and producer
Dale H. Williams Insurance
01.1982 - 01.2007
- Personal and Commercial insurance As Owner/Operator, I was responsible for all daily operations of the business, including reconciling trust accounts, reconciling the general operating account, utilizing various marketing approaches to obtain exposure from direct mail, newspapers, Internet, and television, and trained and managed three employees. Over time, the business expanded to achieve $1,000,000 in premium volume.
Education
Business
Southern Oregon State College
Skills
- Profit-focused mindset
- Project planning
- Detail-oriented
- Streamlining operations
- Educational leadership
- Clear communication
- Proficient in Windows platforms
- Microsoft Office Specialist: Excel 2019 Associate
- Listening skills
- Excellent people skills
- Exceptional customer service
Accomplishments
- Built Independent insurance agency from scratch. $1,000,000 premium volume per year.
- Developed specific sales strategies that allowed for additional profitability for the companies I wrote business for. These strategies afforded the agency profitability bonuses from multiple companies year after year.
Certification
- NTCI 2 - 2023
- NTCI 3 - 2023
Timeline
NFS Agent
Charter Communications
01.2023 - Current
Retention Agent
Charter Communications
01.2015 - 01.2023
Sales Associate
Jeff Boyd - State Farm Insurance Inc
03.2012 - 03.2013
National Account representative
Velapoint Insurance Inc
01.2011 - 01.2012
Colonial Life and Accident & Ashland Insurance Insurance agency
01.2007 - 01.2011
Owner operator and producer
Dale H. Williams Insurance
01.1982 - 01.2007
Business
Southern Oregon State College
Areas of Expertise
- Sales Management & Customer Service: Professional sales training for 20+ years. Built insurance agency from scratch. Maintained personal production as well as supervised training and motivation of a staff of three licensed agents.
- Employee and Management: Payroll, bonus incentive programs, Group health and benefits management, advertising for hiring, training for products and sales success.
- Technology experience: CRM – Agency management system State Farm Insurance, Applied Systems, ARS, Velapoint CRM, Hawksoft systems, Quickbooks Pro., Windows products. I enjoy technology and pick up on new programs and operating systems fast.
- Personal Sales: Individual Insurance products Auto, Home, Life& Health, Commercial Business Insurance, Phone sales in 15 different states for Health insurance, solicited Business to Business and wrote major accounts.