Summary
Overview
Work History
Education
Skills
Professional Development
Professional Community Engagement
Timeline
Generic

Denise Newbern

Hendersonville,TN

Summary

Established proven track record of business building, strong client relationships, effective sales skills, efficient project management skills, training and education of independent, exclusive agents and licensed producers. Proven ability to drive sales, profitability, and increased brand awareness for business clients across multiple industries. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

23
23
years of professional experience

Work History

Associate Agency Success Manager

Branch Financial, Inc.
01.2023 - 01.2024
  • Created and directed marketing projects at all stages, including conceptual planning, schedule management, and final implementation
  • Collaborated with the marketing department to create targeted engagement campaigns, including incentives and contests, for key market demographics to increase sales and profitability
  • Served as an agent’s direct link to the company as well as underwriting, billing and platform concerns
  • Exceeded KPI’s and delivered exceptional results for agencies within assigned markets through partnerships with key accounts to drive quality, growth and retention
  • Cultivated relationships and consistently engaged with a book of 300+ agents
  • Collaborated efforts to streamline internal processes for improved team efficiency, enabling more time to execute initiatives within market

Senior Member Support Specialist

Branch Financial, Inc.
04.2022 - 01.2023
  • Promoted to Senior Agency Support, utilizing agency, product, and customer knowledge to inform a B2B sales strategy for agency brokers
  • Educated agencies on what resources they have access to and how to leverage them to become more self-sufficient and effective advisors
  • Understand our member/agent needs to ensure they have proper protection and present additional options to fill coverage gaps as applicable
  • Communicated effectively with members and agents via inbound and outbound emails and phone calls to respond to policy and product questions and solve customer/agent concerns to find the best possible one call resolution
  • Served as a billing, claims, policy, and underwriting expert to answer and resolve questions members or agents had regarding bills, payments, policy reinstatements, premium changes, processes, and coverage
  • Kept detailed records of all member/agent interactions within client management system


Contracted Account Manager / Allstate Insurance

L&T Agency, Inc & Phoenix Services
09.2010 - 09.2021
  • Served as operations partner for a $3.5 million Allstate Insurance Agency
  • Ensured compliance and co-authored company policies and procedures for HR functions while also managing and executing the recruitment and hiring of licensed and unlicensed staff, benefits, leave, terminations, performance metrics and evaluations, and compensation/payroll
  • Assisted with the negotiation and acquisition of three agencies and the final sale of the business
  • Increased staff performance through the assessment of training needs, creation and presentation of training, and provided leadership development through 1:1 coaching
  • Built effective job aids for licensed and non-licensed sales producers
  • Developed, implemented, and monitored procedures to increase the customer retention process to ensure the agency’s goal of 88% retention rate was achieved and maintained
  • Expressed compassion and empathy while developing strategic solutions for solving problems and addressing customer concerns
  • Managed the recruitment process for licensed and unlicensed staff
  • Assessed training needs and developed the appropriate training to meet those needs
  • Co-authored sections of the company’s policies and procedures manual outlining payroll, background checks, references, vacation, PTO, performance expectations, and bonuses
  • Built effective job aids for sales producers.

Agency Advocate and Customer Advocate

Allstate Insurance Company, Inc.
11.2000 - 01.2003

Education

Business Administration -

Shelby State Community College

Skills

  • Client Relations
  • Strategic Planning
  • Negotiation
  • Problem Solving
  • Self Driven
  • Collaborator
  • Critical Thinking

Professional Development

  • ISO Claims Compliance Certificate
  • HONE Training: DEI Fundamentals
  • Manage Bias in the workplace
  • Create a culture of belonging


Professional Community Engagement

  • Precious Gift of Hope Foundation, Inc. – Co-founder and Board Vice-Chair
  • Newbern Consulting LLC
  • One11 Publishing LLC – Chief Operating Officer

Timeline

Associate Agency Success Manager

Branch Financial, Inc.
01.2023 - 01.2024

Senior Member Support Specialist

Branch Financial, Inc.
04.2022 - 01.2023

Contracted Account Manager / Allstate Insurance

L&T Agency, Inc & Phoenix Services
09.2010 - 09.2021

Agency Advocate and Customer Advocate

Allstate Insurance Company, Inc.
11.2000 - 01.2003

Business Administration -

Shelby State Community College

Similar Profiles

CREATE PROFILE
Denise Newbern