Driven by a commitment to excellence at American Fidelity Assurance Company, leveraged mentoring abilities and sales training expertise to enhance team efficiency and drive profitable growth. Specializing in compliance training and coaching techniques, spearheaded initiatives that significantly improved training outcomes and employee performance, embodying teamwork and strategic planning.
Overview
19
19
years of professional experience
Work History
Technical Field Trainer, SR.
American Fidelity Assurance Company
01.2023 - 09.2023
Supported the achievement of company goals by aligning all training initiatives with organizational objectives.
Maintained up-to-date knowledge of industry trends, incorporating new techniques into existing training curricula as necessary.
Enhanced efficiencies' of training sessions by incorporating real-world examples and case studies, enabling participants to quickly apply new concepts on the job.
Streamlined onboarding process for new employees, reducing time to full productivity.
Conducted thorough assessments of employee performance post-training, identifying areas for improvement and providing tailored support as needed.
Ensured compliance with industry standards and regulations through diligent monitoring of employees'' adherence to safety protocols during training exercises.
Monitored trainee progress using data-driven evaluation tools, ensuring measurable improvements in knowledge and skill acquisition.
Increased overall team efficiency through the implementation of hands-on, practical training methods.
Sales Development and Enablement Manager
American Fidelity Assurance Company
05.2015 - 01.2023
Responsible for driving profitable sales growth and increasing customer satisfaction by partnering with sales leadership to better align with sales strategies.
Create and implement initiative that enable customer facing teams to execute core aspects of their job more effectively, especially as it relates to selling and revenue performance.
Coordinates and acts as a liaison with sales teams and leaders and identifies opportunities to drive positive change that will impact achievement of our sales goals and acts as a resource for assigned regions.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Field Training Specialist, SR
American Fidelity Assurance Company
02.2006 - 04.2015
Specializes in instructional design, classroom training and e-learning focused on AF's product portfolios and sales techniques.
Responsibilities include overall planning, coordinating, designing, and implementation sales training programs for AF's supplemental and import products.
Consultation to sales staff and trainers to provide extensive product knowledge, needs-based selling techniques, and state/federal regulated complacence requirements to insure proper product representation.
Served as a subject matter expert in various areas related to the organization's core competencies, sharing valuable insights with colleagues and trainees alike.
Collaborated with cross-functional teams to identify areas for improvement in field training curriculums.
Delivered high-quality instruction in both classroom settings and on-site field locations, providing practical hands-on experience for trainees.
Benefits Adjuster, SR.
American Fidelity Assurance Company
11.2004 - 02.2006
Maintained strong relationships with policyholders, agents, and colleagues by consistently demonstrating professionalism, empathy, and effective communication skills.
Ensured compliance with state regulations and company policies through diligent review of all claim-related materials.
Assisted clients in understanding their insurance coverage by explaining complex terms and conditions clearly and concisely.
Contributed to team success by participating in regular training sessions, sharing best practices, and mentoring new adjusters.
Education
Business Management
Oklahoma City University
Oklahoma City, OK
Business Management
University of Oklahoma
Norman, OK
Skills
Business Needs Analysis
Project Implementation
Training Program Development
Strategic Planning
Coaching and Development
Timeline
Technical Field Trainer, SR.
American Fidelity Assurance Company
01.2023 - 09.2023
Sales Development and Enablement Manager
American Fidelity Assurance Company
05.2015 - 01.2023
Field Training Specialist, SR
American Fidelity Assurance Company
02.2006 - 04.2015
Benefits Adjuster, SR.
American Fidelity Assurance Company
11.2004 - 02.2006
Business Management
Oklahoma City University
Business Management
University of Oklahoma
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