Jacqueline Shelbourn
San Tan Valley,AZ
Summary
Dynamic leader with a proven track record at Physicians Mutual Insurance, excelling in business growth and relationship management. Mastered the art of recruiting and training agents, significantly enhancing sales strategies and team collaboration. Expert in insurance, leveraging industry research and Microsoft Office to drive results. Achieved notable sales revenue increase through strategic leadership and effective training programs.
Overview
10
10
years of professional experience
Work History
Broker Relationship Manager
Physicians Mutual Insurance
Scottsdale, AZ
07.2020 - Current
- Consistently recruited new agents and Agencies to my unit downline.
- Managed and motivated agents to be productive and engaged with our products.
- Developed strong relationships with agents and Agency Principals earning their trust and loyalty through consistent communication and product trainings.
- Increased sales revenue by developing and implementing effective sales strategies.
- Handled agent and customer relations issues, enabling quick resolution, and satisfaction.
- Coached agents in successful selling methods and encouraged cross-selling to help their clients overall needs.
Agency Sales Trainer
Physicians Mutual Insurance
Omaha, NE
06.2014 - 06.2020
- Assessed training program effectiveness on regular basis and improved upon deficient areas.
- Developed and led group training courses to align with corporate sales and service goals.
- Designed and implemented sales training programs and documentation.
- Facilitated workshops focused on overcoming objections, closing deals, and building long-term client relationships.
- Traveled to multiple Division offices in multiple states to field train agents.
Education
Bachelor of Science - Healthcare Management
Bellevue University
Bellevue, NE02.2011
Certification - Dental Assisting
Southeast Community College Area
Lincoln, NE03.2001
Skills
- Business Growth
- Workplace training
- Business relationship building
- Relationship Management
- Sales strategy development
- Industry Research
- Team Collaboration
- Team Leadership
- Leads Prospecting
- Prospecting and Networking
- Insurance understanding
- Microsoft Office
Timeline
Broker Relationship Manager
Physicians Mutual Insurance
07.2020 - Current
Agency Sales Trainer
Physicians Mutual Insurance
06.2014 - 06.2020
Bachelor of Science - Healthcare Management
Bellevue University
Certification - Dental Assisting
Southeast Community College Area