Bruce Shields
Lodi,CA
Summary
Account Manager accomplished in managing customer service for numerous top accounts while simultaneously exceeding sales goals on new and existing products.
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Owner
Toll Hauler LLC/Mac Tools
Lodi, CA
12.2024 - Current
- Managed daily operations, ensuring timely delivery and customer satisfaction.
- Developed strategic partnerships with local businesses to enhance service offerings.
- Streamlined inventory processes, reducing overhead costs through efficient resource management.
- Oversaw financial planning and budgeting, driving profitability for the business.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Life Insurance Agent
Independent Agent
Remote
08.2020 - Current
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Conducted comprehensive policy reviews to ensure clients' coverage remained aligned with changing circumstances.
Sales Account Manager
Golden Brands/Dbi
09.2010 - 01.2020
- Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Contacted regular and prospective customers to explain product features and solicit orders.
- Created sales contacts with on- and off-premise accounts.
- Monitored market activity and quoted pricing to maintain healthy profit margins.
- Anticipated clients' needs by staying in touch on regular basis.
Education
High School Diploma -
Lincoln High School
Stockton, CASome College (No Degree) - General Studies
Delta College
Stockton, CASkills
- Business growth and retention
- Enthusiastic yet professional demeanor
- Territory sales management
- Strategic marketing
- Organized
- B2B sales
- Sales forecasting
- Customer relations
- Small business operations
- Relationship building
- Business management
- Business planning
Certification
- Licensed Insurance Agent
- Commercial Drivers License
Timeline
Owner
Toll Hauler LLC/Mac Tools
12.2024 - Current
Life Insurance Agent
Independent Agent
08.2020 - Current
Sales Account Manager
Golden Brands/Dbi
09.2010 - 01.2020
Some College (No Degree) - General Studies
Delta College
High School Diploma -
Lincoln High School