Summary
Overview
Work History
Education
Skills
Timeline
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Heather Casola

Parma,Ohio

Summary

Goal-oriented sales manager with distinguished experience in the insurance industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing available talent. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience

Work History

Sales Coach

Farmers Insurance
, OH
04.2018 - 09.2023
  • Increased sales performance by implementing tailored coaching strategies for agency owners.
  • Conducted regular one-on-one sessions to provide personalized feedback and support for each agent.
  • Enhanced closing ratios through in-depth training on effective communication and negotiation tactics.
  • Organized engaging workshops to foster a collaborative learning environment and sharing of best practices among peers.
  • Streamlined onboarding process for new hires, ensuring seamless integration into the sales team and efficient ramp-up time.
  • Achieved top performance by strategically adapting to rapidly changing, competitive environment.
  • Boosted team morale with regular recognition of outstanding achievements and contributions to the company.
  • Developed customized coaching plans, addressing specific skill gaps and needs within the sales force.

Agency Business Consultant

Brazwell Insurance District Office
12.2013 - 04.2018
  • Developed business strategies by conducting comprehensive market research and competitor analysis.
  • Increased client satisfaction by implementing tailored solutions for their unique business needs.
  • Streamlined operational processes with the integration of innovative technologies, reducing overall costs.
  • Enhanced team productivity by providing guidance on effective time management and prioritization techniques.
  • Established strong client relationships through excellent communication and negotiation skills to secure long-term contracts.
  • Delivered successful projects within tight deadlines, ensuring consistent client satisfaction and timely project completion.

Sales Trainer

Norris Insurance District Office
07.2009 - 12.2012
  • Increased sales team productivity by developing and implementing comprehensive training programs.
  • Enhanced agent retention through ongoing coaching and mentoring for newly hired sales professionals.
  • Streamlined onboarding process for new hires, ensuring proper training in product knowledge, sales techniques, and company policies.
  • Improved overall district performance by conducting regular assessments and providing constructive feedback on individual progress.
  • Developed customized training modules to address specific needs of various markets and agency sizes.

Education

Associate of Arts - Business

Cuyahoga Community College
Cleveland, OH
08.2024

Insurance - Insurance Licensing

Hondros College of Business
Westerville, OH
11.2013

Skills

  • Sales Training
  • Closing Techniques
  • Effective Communication
  • Time Management
  • Product Knowledge
  • Cross-selling Techniques
  • Goal Setting
  • Active Listening
  • Sales Coaching
  • Critical Thinking
  • Decision-Making
  • Objection Handling

Timeline

Sales Coach

Farmers Insurance
04.2018 - 09.2023

Agency Business Consultant

Brazwell Insurance District Office
12.2013 - 04.2018

Sales Trainer

Norris Insurance District Office
07.2009 - 12.2012

Associate of Arts - Business

Cuyahoga Community College

Insurance - Insurance Licensing

Hondros College of Business

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Heather Casola