Joel Bruder
Columbia
Summary
Sales Manager with a proven track record at Policygenius, awarded Presidents Club Recipient for 2024 & 2025. Specializes in sales strategy and team leadership, consistently achieving exceptional performance metrics. Successfully transformed two underperforming teams into top performers. Experienced in fast-paced tech startup environments, adept at multitasking and taking on diverse roles.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sales Manager, Advanced Planning Sales
Policygenius
11.2024 - Current
- Presidents Club Recipient 2024 & 2025
- In charge of key initiatives like scripting, concierge team, disability team.
Team Lead
Policygenius
01.2023 - Current
- Built a sales team and scaled to profitability within first 8 months.
- Responsible for training, developing, and managing a team of sales reps.
Sales Associate II
Policygenius
06.2022 - 01.2023
- Currently leading the sales floor in most major KPI categories.
- Call conversion - #1 out of 169 (In the history of Policygenius)
- Spousal Attachment Rate - #1 Out of 127 (In the history of Policygenius)
- Connected Customer to In force rate #1 Out of 55 (Data for Last 3 Months)
- Tasked with running role plays for sales agents to improve metrics like conversion and spousal attachment.
- Regularly presenting in Sales meetings ways to improve our KPI's.
Sales Associate I
Policygenius
09.2021 - 06.2022
Commercial Insurance Agent
United Bank of Michigan
Grand Rapids
04.2021 - 09.2021
- Responsible for driving new business and educating business owners on coverage in our biggest market, Grand Rapids.
Personal Lines Insurance Agent
United Bank of Michigan
Grand Rapids
10.2019 - 04.2021
- Working with clients to match their needs to appropriate insurance products in order to protect their assets and loved ones.
- Responsible for all new business in our two biggest markets, Grand Rapids and Wayland.
- Specialization in property and liability insurance, working closely with mortgage department to advise new home buyers on insurance solutions.
Relationship Banker
United Bank of Michigan
Greater Grand Rapids
12.2018 - 10.2019
- Assisting customers with their banking needs, including processing transactions, managing accounts, loans and resolving problems.
- Is involved in local events and community's in order to promote financial literacy and support local business owners.
Teller
Chase
Greater Grand Rapids
04.2018 - 12.2018
- Played a vital role in helping customers understand latest technology banking products and proactively helping them access that technology via multiple self-service ways.
- Engaged with clients by welcoming them strong customer service skills, presenting products and services.
- Led events with local colleges in order to educate students on finance and banking.
Education
Bachelors - Business Administration
TBS Education
BarcelonaSkills
- Leadership and team management
- Sales strategy and business development
- Project management expertise
- CRM software proficiency
Websites
Certification
- Property and Casualty License
- NMLS ID
- Life License
Languages
- Spanish, Elementary
- English, Native or Bilingual
Current Position
Sales Manager @ Policygenius
Timeline
Sales Manager, Advanced Planning Sales
Policygenius
11.2024 - Current
Team Lead
Policygenius
01.2023 - Current
Sales Associate II
Policygenius
06.2022 - 01.2023
Sales Associate I
Policygenius
09.2021 - 06.2022
Commercial Insurance Agent
United Bank of Michigan
04.2021 - 09.2021
Personal Lines Insurance Agent
United Bank of Michigan
10.2019 - 04.2021
Relationship Banker
United Bank of Michigan
12.2018 - 10.2019
Teller
Chase
04.2018 - 12.2018
Bachelors - Business Administration
TBS Education