David Bilbrey

• Co-Host The Permaculture Podcast with a specific focus on transforming social and economic systems. 
• Arranged and conducted interviews with thought leaders utilizing Skype and Zoom.

.

• Developed Medicare Advantage Clients for most major insurance companies including Coventry/Aetna, Anthem Blue Cross, United Healthcare
• Built and managed a portfolio of 700 accounts generating $3.7 million in Annual Premium
• Presentations emphasizing product features based on analysis of customers' needs
• Acted as a guide in all things related to Medicare and Medicaid including state and federal programs that assist beneficiary
• 6 Years experience selling Individual and/or senior insurance products.
• Self-starter with the ability to work independently
• Excellent time-management and phone skills 

.

• Built strong client relationships and provided ongoing service and account management.
• Performed engaging live presentations of the C2FO early payment SAAS platform
• Evaluated current service needs and product satisfaction levels with established customers.
• Strategized with CFOs and Controllers to maximized quarter-end and year-end tax benefits by efficiently managing cash flows.
• Consulted with special team on product development at Seattle "Think Tank" location.
• Salesforce proficiency: Maintained and organized a customer database keeping detailed records of daily activities and insights.
• Directed training of new team members and mentored each to promote productivity, accuracy and friendly service.
• Capitalized on upsell opportunities with new and potential customers.
• Provided an elevated customer experience to generate a loyal clientèle.
• Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
• Served as the main liaison between customers and  management.

.

• Established and maintained ongoing relationships with a variety of companies providing initial implementation of Aflac programs as well as on going account servicing and support.
• Assisted companies in increasing employee loyalty and productivity by helping them create a culture where employees feel valued.
• Educated employees through engaging group presentations.
• Provided access to supplemental insurance benefits that pay cash directly to the employee.
• Evaluated current service needs and product satisfaction levels with established customers.
• Uncovered and qualified prospects and sales opportunities in targeted markets using external resources.

.

• Business development and strategic planning
• Analyzed and interpreted data to create successful action plans
• Implemented lead generation and lead conversion processes, client management systems and marketing strategies
• Created and maintained CRM database of clients and vendors Market analytics, tracked local and national real estate markets, local and national economics to optimize business opportunities
• Developed and delivered powerful and effective marketing presentations and buyer consultations
• Negotiated real estate acquisitions and managed clients expectations and decision making process Managed business operations
• Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.

.