JAMES (Jim) BOHN
Santa Rosa
Summary
Operations professional with proven track record in optimizing processes and driving efficiency. Strong focus on team collaboration, strategic planning, and achieving measurable results. Adept at adapting to changing needs and leading cross-functional teams. Skilled in project management, process improvement, and resource allocation. Dependable and results-driven, known for enhancing operational performance.
Sales expert prepared for leadership roles. Proven ability to drive revenue growth and enhance client relationships. Strong focus on team collaboration and achieving results. Known for adaptability, strategic planning, and effective communication. Skilled in market analysis, lead generation, and negotiation.
Overview
14
14
years of professional experience
Work History
AAA LIF INSURANCE SPECIALIST
AAA Life Insurance Company
05.2020 - Current
- Provide customized life insurance and financial protection solutions, including Term, Whole Life, Annuities, and IUL products.
- Conduct in-depth needs assessments to identify coverage gaps and recommend tailored insurance plans.
- Educate members on living benefits, accidental death coverage, and membership value-added programs.
- Maintain up-to-date knowledge of underwriting guidelines, product portfolios, and state regulations.
- Present policy options clearly to clients, ensuring full understanding of premiums, benefits, and riders.
- Manage leads generated through AAA memberships, inbound inquiries, and local branch referrals.
- Build long-term client relationships through trust, transparency, and consistent follow-up service.
- Collaborate with underwriting and case management teams to expedite application approvals.
- Achieve or exceed monthly sales and retention goals through ethical, solution-focused selling.
- Support members during life events, policy changes, and claims to ensure continuity of protection.
- Assist clients with AAA memberships, renewals, and upgrades while explaining exclusive benefits and travel discounts.
- Provide in-branch services such as International Driving Permits (IDP) and passport photos with accuracy and efficiency.
PRESIDENT OF SALES AND MARKETING
Nextaff
04.2019 - 05.2025
- Evaluated market data to develop and create business strategies and marketing plans.
- Suggested innovative ideas to increase sales and improve customer experience.
- Analyzed sales and marketing data for improved strategies.
- Developed positive, performance-based internal sales and marketing culture to include mentoring staff.
- Created and implemented effective marketing and sales strategies to increase customer engagement and revenue.
- Managed sales promotions and marketing strategies on major social media sites.
- Directed sales and marketing management staff in successful use and development of business plans and strategies.
- Evaluated and monitored promotional activities to confirm adequate return on promotional funds.
- Utilized CRM software to track sales progression and communicate project needs.
- Identified weaknesses in existing marketing campaigns to develop pragmatic solutions within budgetary constraints.
BUSINESS DEVELOPMENT MANAGER
Sprint T-Mobile
01.2016 - 04.2019
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
- Established key performance indicators to track and analyze business progress and adjust strategies accordingly.
- Developed process to analyze customer feedback to incorporate insights into product development strategies.
- Built relationships with customers and community to establish long-term business growth.
- Scheduled and implemented product promotions in accordance with available inventory and staff resources.
BUSINESS PARTNER MANAGER
Sprint T-Mobile
01.2014 - 02.2016
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Developed and implemented strategies to enhance partner relations.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
- Liaised between partners and internal stakeholders to resolve conflicts.
- Evaluated productivity and quality of service and made recommendations for improvement to reach firm's short-term and long-term goals.
- Negotiated contracts with partners to give equitable terms to all parties.
- Recruited, trained and mentored attorneys, paralegals and support staff to strengthen legal team.
- Prepared and presented reports on status of projects and initiatives.
REGIONAL SALES ACCOUNT MANAGER
Pacific Data Vision
04.2013 - 01.2014
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
- Executed successful promotional events and trade shows.
- Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
- Generated detailed sales reports and forecasts to analyze performance and track progress.
- Finalized sales contracts with high-value customers.
- Attended industry conferences and tradeshows to stay up-to-date with market trends and customer needs.
- Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
DISTRICT GENERAL AGENT
Colonial Life Insurance
02.2012 - 04.2013
- Met marketing goals by establishing and maintaining business relationships.
- Sold company products and services in assigned territory.
- Created campaigns for agencies to drive revenue and coordinated customer appreciation events.
- Maintained healthy relationships with customers and obtained complete customer satisfaction.
- Represented company in diverse district sales and operations activities.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Education
MBA - Business Administration And Management
Walden University
Minneapolis, MNBachelor of Arts - Business Administration
Capella University
Minneapolis, MNNo Degree - Information Technology
Boise State University
Boise, IDSkills
- Documentation skills
- Policy analysis
- Regulatory compliance
- Reporting skills
- Account management
- Financial planning
- Insurance law
- Underwriting expertise
- Customer service
- Client relations
- Relationship building
- Goals and performance
- Motivational skills
- Sales expertise
- Sales presentations
- Verbal and written communication
- Operations management
- Operations monitoring
- Decision-making
- Operational efficiency
- Email marketing design
- Marketing automation proficiency
- Digital marketing integration
- Direct mail marketing
- Developing marketing plans
- Marketing automation platforms
Timeline
AAA LIF INSURANCE SPECIALIST
AAA Life Insurance Company
05.2020 - Current
PRESIDENT OF SALES AND MARKETING
Nextaff
04.2019 - 05.2025
BUSINESS DEVELOPMENT MANAGER
Sprint T-Mobile
01.2016 - 04.2019
BUSINESS PARTNER MANAGER
Sprint T-Mobile
01.2014 - 02.2016
REGIONAL SALES ACCOUNT MANAGER
Pacific Data Vision
04.2013 - 01.2014
DISTRICT GENERAL AGENT
Colonial Life Insurance
02.2012 - 04.2013
Bachelor of Arts - Business Administration
Capella University
No Degree - Information Technology
Boise State University
MBA - Business Administration And Management
Walden University