Dynamic executive with a proven track record in the insurance industry, excelling in sales strategies and client relationship building. Expert in negotiating premium rates and driving revenue growth, consistently exceeding sales goals. Adept at critical thinking, and enhancing productivity through effective team leadership and strategic planning
Overview
9
9
years of professional experience
1
1
Certification
Work History
Chief Executive Officer
Self- Everett Group LLC
Secaucus, NJ
05.2023 - Current
Developed and managed business-to-business client relationships, providing tailored property and casualty insurance solutions for small to mid-sized businesses.
Hired, trained, and mentored staff members to maximize productivity.
Represented the company at industry events, conferences, and public engagements.
Led strategic planning and execution to enhance profitability and company growth.
Built strategic business partnerships by cultivating relationships with employees and experts.
Drove revenue by cultivating successful client relations.
Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Analyzed market trends and competitor activities to inform product development decisions.
Reviewed employee performance evaluations in order to make personnel decisions.
Promoted client retention through high-quality service and follow through.
Negotiated premium rates with underwriters for clients.
Licensed Insurance Broker
Prestige Insurance & Financial Services
Franklin Square, NY
07.2022 - 05.2024
Developed insurance policies and programs to meet customer needs.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Made appointments with potential clients to discuss products.
Pushed through objectives and persuaded clients to purchase policies by applying advanced sales abilities.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Drafted quarterly reports for management review.
Promoted agency products to customers in person, by telephone and in writing.
Served as a point of contact for customers throughout the life cycle of their policies.
Infantry Team Leader
U.S Army, Fort Bragg North Carolina
Fort Bragg, NC
08.2016 - 07.2022
Directed fire teams in engaging targets accurately while minimizing collateral damage.
Commanded oversight and tactical planning to streamline operations and enhance emergency preparedness procedures.
Oversaw realistic training and military education planning and administration.
Maintained rifles, machine guns, mortars and hand grenades, verifying weapon locations and supporting magazine operations.
Supervised administrative duties, prepared daily routines and maintained operational records.
Led small teams in tactical operations under stressful conditions.
Applied critical thinking and analysis skills to evaluate intelligence data and other variables to plan course of action.
Education
Associate of Science - Business Administration and Management
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