Geoffrey Scott Sapenter

To create, communicate, and implement the organization's vision, mission, and overall direction with an attitude of disruption through up and coming technological advances in aging foundational industries. While making strategic hires, fires, and managing all employees of the company.

• Sales operations: Leading sales operations, including setting and monitoring sales goals, developing sales quotas, and monitoring KPI's.
• Team management: Supervising sales managers, leading insurance agents, and tracking their performance
• Business strategy: Creating and implementing business strategies and goals, and minimizing company risks
• Market research: Conducting market research and staying up to date with market trends
• Customer support: Providing customer support and facilitating the professional development of the team
• Communication: Communicating company goals and deadlines to the team, and keeping management updated on team performance
• Data analysis: Analyzing statistical data to forecast risk and liability
• Policy sales: Handling policy sales and renewals
• Client management: Maintaining client records and assisting clients with the insurance claims process

• Managing office systems: Implementing filing procedures and office systems to keep documents organized
• Supervising staff: Overseeing administrative assistants and ensuring procedures are followed
• Handling customer inquiries: Answering phone calls and emails, and directing customers to the appropriate department
• Managing expenses: Keeping track of office expenses and performing basic bookkeeping tasks
• Scheduling appointments: Coordinating travel, events, and appointments for the insurance team
• Renewing licenses: Ensuring employee licenses are renewed in a timely manner
• Ordering supplies: Ordering office supplies and scheduling maintenance on office equipment

• Generating leads: Using a variety of methods to generate sales leads in a defined territoryContacting leads: Proactively contacting leads and scheduling appointments
• Recommending policies: Recommending the appropriate policies, quotes, and coverages to clients
• Analyzing client needs: Researching current coverage and options to determine client needs
• Building client relationships: Growing and maintaining business through product sales, cross-sales, referrals, and renewals
• Providing client service: Meeting or speaking with clients daily to answer questions and provide information about policies
• Obtaining underwriting approval: Completing coverage applications to obtain underwriting approval
• Expanding professional skills: Expanding professional skill set through networking events, workshops, and professional organizations
• Keeping up with industry news: Staying current with insurance industry news and regulatory developments