Dynamic sales management professional with a proven track record at US Health Advisors, excelling in team supervision and sales performance management. Adept at implementing CRM tools to enhance lead tracking and client interactions, while fostering a collaborative environment. Strong communicator with expertise in B2B sales and a commitment to ongoing professional development.
Overview
47
47
years of professional experience
Work History
Sales Management
US Health Advisors
Metairie, LA
07.2015 - Current
Implemented CRM tools to improve tracking of leads, client interactions, and overall sales management processes within the organization.
Mentored junior team members to develop their skills and expertise in media sales management, fostering a collaborative work environment.
Mentored newly-hired trainees by sharing best practices and insights gained from personal experience in the field of sales management.
Mentored new hires on best practices in sales management, helping them integrate quickly into the team environment.
Established daily communication channels between Sales Management Assistants across different territories to share best practices and improve overall team performance results.
Prioritized ongoing professional development, attending industry conferences or workshops to stay current on best practices and emerging trends in sales management.
Came up with detailed plans to enhance sales management and prioritize long-term business goals.
Insurance Producer
Iron Horse Financial
Baton Rouge, LA
06.2014 - 09.2015
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
Implemented marketing strategies to generate new leads and expand
Assisted colleagues in closing deals by sharing best practices for successful sales consultations.
Delivered informative presentations at community events, raising awareness about insurance products and services offered by the agency.
Boosted policy sales through effective communication of product benefits and features.
Provided detailed information about company insurance products.
Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
Set up policies and completed all documentation.
Adhered to all regulations for insurance sales.
Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
Litigation Attorney
Law Offices of Frank D'Amico,Jr.
New Orleans, LA
07.2008 - 07.2014
Continuously expanded knowledge of relevant legal issues through ongoing professional development, enhancing the quality of representation provided to clients.
Proactively identified trends in case law that may impact ongoing or future litigation matters involving the firm''s clientele.
Maintained open lines of communication with clients throughout the entire litigation process, ensuring they were well-informed about developments affecting their cases.
Skillfully negotiated agreements between opposing parties, reaching mutually beneficial resolutions without escalating conflicts further into litigation.
Advised clients on potential risks associated with specific actions or decisions based on thorough evaluation of the legal landscape.
Reduced client liability through meticulous analysis of legal documents and evidence.
Prepared clients for depositions and trial testimony, enhancing their credibility as key witnesses.
Participated in mediation sessions, effectively advocating for client interests while working towards amicable resolutions.
Streamlined discovery processes by efficiently reviewing, analyzing, and organizing large volumes of data.
Conducted thorough legal research to support case arguments and inform litigation strategy decisions.
Enhanced firm reputation through successful representation in complex litigation matters involving high-profile parties or significant monetary value.
Balanced multiple priorities while managing a diverse case portfolio, consistently achieving positive results for clients.
Developed creative legal solutions to resolve disputes efficiently while maintaining client satisfaction.
Negotiated favorable settlements for clients by leveraging strong communication and persuasion skills.
Mentored junior associates, fostering professional growth and improving overall team performance.
Presented compelling arguments during trial proceedings, securing favorable verdicts on behalf of clients.
Drafted persuasive motions and briefs, contributing to successful rulings in favor of clients.
Analyzed legal documents and identified pertinent issues for clients.
Prepared and filed pleadings, motions and other legal documents in court proceedings.
Represented clients in court hearings and in negotiations with other parties.
Explained available courses of action and possible repercussions of cases to clients.
Interviewed and selected jurors to verify competency and lack of biases, presenting challenges for cause to dismiss unfit candidates.
Litigation Attorney/Partnership Manager
Porteous, Hainkel & Johnson
New Orleans, LA
09.1978 - 07.2008
Collaborated with cross-functional teams to develop comprehensive strategies for high-stakes cases.
Managed complex caseloads, prioritizing tasks and meeting deadlines to ensure optimal results for clients.
Counseled clients on potential outcomes of legal matters.
Drafted motions, petitions and waivers.
Developed strategies for court proceedings and negotiations.
Negotiated settlements with opposing counsel.
Researched, wrote and filed motions, writs and briefs for each case.
Interviewed witnesses and gathered public record research relevant to each case.
Reviewed and analyzed pertinent state and federal laws and legal precedents.
Presented key evidence and exhibits during civil trials.
Facilitated strategy development and planned with cross-functional teams.
Analyzed partner performance data to identify trends and opportunities for improvement, driving consistent growth in partnership value as member of compensation committee.
Strengthened partnerships by identifying and addressing client needs, ensuring alignment with company objectives.
Enforced use of required processes and tools for partnership management.
Consistently monitored industry trends and competitor activity to identify new partnership opportunities and maintain competitive advantage.
Organized successful partner events to foster networking opportunities and strengthen industry relationships.
Leveraged data and analytics to make informed decisions and drive business improvements.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement as head of personnel.
Evaluated employee performance and conveyed constructive feedback to improve skills, again as head of personnel.
Reduced client liability through meticulous analysis of legal documents and evidence.
Mentored junior associates, fostering professional growth and improving overall team performance.
Skillfully negotiated agreements between opposing parties, reaching mutually beneficial resolutions without escalating conflicts further into litigation.
Continuously expanded knowledge of relevant legal issues through ongoing professional development, enhancing the quality of representation provided to clients.
Negotiated favorable settlements for clients by leveraging strong communication and persuasion skills.
Proactively identified trends in case law that may impact ongoing or future litigation matters involving the firm''s clientele.
Drafted persuasive motions and briefs, contributing to successful rulings in favor of clients.
Presented compelling arguments during trial proceedings, securing favorable verdicts on behalf of clients.
Advised clients on potential risks associated with specific actions or decisions based on thorough evaluation of the legal landscape.
Prepared clients for depositions and trial testimony, enhancing their credibility as key witnesses.
Conducted thorough legal research to support case arguments and inform litigation strategy decisions.
Analyzed legal documents and identified pertinent issues for clients.
Prepared and filed pleadings, motions and other legal documents in court proceedings.
Communicated with clients and collected information to research cases and prepare settlement offers.
Represented clients in court hearings and in negotiations with other parties.
Interviewed and selected jurors to verify competency and lack of biases, presenting challenges for cause to dismiss unfit candidates.