Knowledgeable sales professional with a solid foundation in commercial insurance production. Developed and maintained strong client relationships, providing tailored insurance solutions that meet specific business needs.
Overview
16
16
years of professional experience
Work History
Product Underwriter
Applied Underwriters Inc
04.2022 - Current
Offered detailed information about products and binding coverage.
Managed a diverse portfolio of commercial accounts, ensuring timely renewals and policy adjustments as needed.
Identified new revenue streams by targeting niche industries or underserved markets within the commercial insurance sector.
Developed strong relationships with underwriters, resulting in favorable policy terms for clients.
Maximized sales opportunities by methodically cross-selling complementary insurance products to existing clients.
Senior Business Advisor
Thryv
10.2019 - 04.2022
Handles large, high dollar revenue accounts to ensure client satisfaction, retention and introduction of new products for up-sale
Responsible for exceeding aggressive sales objectives and quotas while also meeting client and product guidelines
Develops selling strategies prior to contacting designated markets using a variety of media and sales aids
Determines clients advertising needs based on information gained through appropriate discovery to tailor the right program for their business
Prepares online presentations for both new and revenue clients that demonstrates marketing results and strategies to improve their digital presence
Business Advisor
DexYP
04.2017 - 10.2019
Initiated telephone calls for the purpose of selling while servicing print and digital advertising
Responsible for meeting and sales objectives and quotas while also meeting client and product guidelines
Researched and prepared layout and background information as a basis for recommending specific ad programs and marketing solutions to meet the needs of each business
Prepared and executed the proper procedures for processing sales orders and ads
Business Administrator
Covenant Presbyterian Church
08.2009 - 03.2017
Managed and oversaw all communications, both digital and written, of a large, growing faith community
Created and implemented a new digital system for visitor tracking and follow-up
Developed and maintained content for a new website and began a social media presence for the church