Jeremy DeLay, MBA
Tulsa,OK
Summary
Account Executive, focused on delivering exceptional client service, with expertise in relationship building and customer retention. Skilled at prospecting, cross-selling, and account development. Personal strengths include exceptional interpersonal skills, a great attitude, flexibility, and an eagerness to learn and adapt.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Employee Benefits Account Executive
Rooney Insurance Agency
Tulsa, OK
09.2019 - Current
- Have grown total employee benefits accounts by 44% in 3 years
- Responsible for adding 26% of the existing benefit clients
- Generate a revolving list of 50-100 new leads per month that I actively work through email campaigns, cold calls, and networking
- Manage existing client relationships by fielding regular support calls, marketing benefit plans and negotiating rates as needed, and overseeing renewals and open enrollments annually
- Work with other departments internally to cross-sell additional lines of insurance offered within the agency
Account Executive
Leadline Marketing
10.2021 - 12.2022
- Held a dual role as an Account Executive, managing and servicing existing accounts, and as a Client Success Manager with the Business Development team, identifying leads and onboarding new clients
- Developed growth plans for new and existing customer accounts, typically managing 6-10 accounts at any time
- Facilitated 3-6 in-person client and prospect meetings per week, presenting proposals and holding new client discovery sessions to uncover current and potential needs
- Wrote 1-4 proposals per week for presentation to prospective clients
Owner/Agent – Licensed
Jeremy DeLay State Farm Agency
01.2018 - 07.2019
- Recruited, hired and trained a staff of 5 including 4 sales team members and 1 service professional
- Drove our monthly sales quota by personally selling an average of 5 new life insurance policies per month
- Met with 2-4 customers per day, assessing their current policies and selling deeper into their households
Business Development Analyst
Houston Interests
03.2014 - 02.2018
- Oversaw proposal management for our Sulfur sales team, soliciting RFPs and writing and issuing proposals
- Created and maintained web content (via HubSpot), and grew social media to over 4,000 followers in 4 months
- Attended 2-3 tradeshows per year, giving presentations and meeting with clients to establish relationships
Field Sales Representative
Newell Rubbermaid
07.2012 - 07.2013
- Brought the Lowe’s custom order business from an 11% deficit to being up 16% in 1 year by establishing and growing relationships with key associates
- Turned the Home Depot business around to positive numbers from an 18% deficit in 1 year
- Grew the business by an average of 9% in 2012 in stores that attended my training classes vs those that didn’t
Inside Sales Account Manager
Level 3 Communications
11.2010 - 07.2012
- Left the organization at 135% of YTD performance quota, and never fell below 100% while in this role
- Managed a base of 400 accounts, sourcing new sales while gaining repeat business
Lead Generation Specialist
- Managed new sales account development by making 50 - 100 outbound cold calls per day
- Developed the first system for tracking leads and opportunities that was used by others on my team
Education
Bachelor of Science - Business Administration
Oklahoma State University
Master of Business Administration -
Oklahoma Wesleyan University
Skills
- Client acquisition
- Account Management
- Customer renewal and retention
- Business Development
- Strong Presentation Skills
- Written and Verbal Communication
Certification
Life, Accident, and Health Insurance License
Property and Casualty Insurance License
Oklahoma Insurance Department
Group Benefits Associate (GBA)
International Foundation of Employee Benefit Plans (IFEBP)
Timeline
Account Executive
Leadline Marketing
10.2021 - 12.2022
Employee Benefits Account Executive
Rooney Insurance Agency
09.2019 - Current
Owner/Agent – Licensed
Jeremy DeLay State Farm Agency
01.2018 - 07.2019
Business Development Analyst
Houston Interests
03.2014 - 02.2018
Field Sales Representative
Newell Rubbermaid
07.2012 - 07.2013
Inside Sales Account Manager
Level 3 Communications
11.2010 - 07.2012
Lead Generation Specialist
Bachelor of Science - Business Administration
Oklahoma State University
Master of Business Administration -
Oklahoma Wesleyan University