Driven Relationship Manager focused on deepening agent and partner carrier relationships by providing superior service and support. Outgoing and ambitious professional with 17 years insurance industry experience.
Overview
29
29
years of professional experience
Work History
Sales Relationship Manager
American Enterprise Group
12.2011 - Current
Partner Carrier Relationships -implemented and managed successful new insurance carrier sales relationships and maintained agency relationships with 30 partner carriers
Commissions -responsible for calculating sales agency commission levels with focus on maintaining required agency revenue and competitive agent levels
Agent Onboarding -developed and managed team responsible for agent onboarding and partner carrier contracting
New Agency Platform Implementation - worked with internal team and external platform partners to transition agency to new commissions and production reporting platforms. Responsible for ongoing platform supervision.
Managed relationship with external sales agency partner -developed strategies to achieve sales growth, agent engagement, agent training and support.
Direct Sales Agent
American Enterprise Group
03.2008 - 12.2011
Met with prospective health insurance customers telephonically using a consultative sales approach to determine appropriate health insurance solutions meeting their needs and budget
Maintained existing client relationships through regular follow ups
Insurance Agent
State Farm
09.2006 - 03.2008
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Department Manager
Hy-Vee
01.1998 - 09.2006
Managed department inventory and product receiving operations to maintain optimal stock levels and meet customer demands.
Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
Developed weekly sales promotions to achieve department sales goals.
Motivated employees to consistently deliver effective selling behaviors through coaching and recognition.
Assistant Store Manager
Hy-Vee
11.1994 - 01.1998
Managed daily grocery store operations, employee scheduling, promotional planning and product pricing
Successfully contributed to store profit targets
Maintained appropriate customer service levels
Developed and motivated staff
Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
Walked through store daily to identify and proactively resolve issues negatively impacting operations.
Rotated merchandise and displays to feature new products and promotions.
Education
Bachelor of Arts - Business Management
Upper Iowa University
Des Moines, IA
05.2004
Associate of Arts - Business Management
Southwestern Community College
Creston, IA
05.1988
High School Diploma -
Chariton High School
Chariton, IA
05.1986
Skills
Results Focused
Problem Solving
Proactive
Agent Care
Critical Thinking
Timeline
Sales Relationship Manager
American Enterprise Group
12.2011 - Current
Direct Sales Agent
American Enterprise Group
03.2008 - 12.2011
Insurance Agent
State Farm
09.2006 - 03.2008
Department Manager
Hy-Vee
01.1998 - 09.2006
Assistant Store Manager
Hy-Vee
11.1994 - 01.1998
Bachelor of Arts - Business Management
Upper Iowa University
Associate of Arts - Business Management
Southwestern Community College
High School Diploma -
Chariton High School
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