Joseph Templeton
M
NJ
Summary
Highly accomplished Account Manager, Manager, Customer Service Representative and Sales Professional that consistently breaks records in leads generation and revenue attainment. Successful track record of identifying, qualifying, and closing new customers and expanding business from existing accounts. Strong hunting techniques including cold calling, networking, and leveraging strategic relationships. Practiced in Top Down, Consultative Selling, able to propose solutions consistent with customer's business needs. Excellent customer relations for the entire supply chain process. Outstanding Sales Management Skills, consistently selected to train sales force in best practices and closing techniques
Overview
17
17
years of professional experience
Work History
Insurance Agent - Employee Benefits Broker
Keystone Insurers Group
11.2022 - Current
- Certified Insurance License for Life, Health, & Accident in the Commonwealth of Pennsylvania.
- Managed a group of over 150 independent insurance agents/partners.
- Wrote group insurance policies for some medical, dental, vision, short term disability, long-term disability, group term life, voluntary term life, accident, critical illness, hospital indemnity, and cancer insurance.
- Worksite/Supplemental Health Insurance products.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Traveled and met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Identified and solicited sales prospects in agency databases.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Maintained energy and enthusiasm in fast-paced environment.
- Worked flexible hours; night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Group Employee Benefits Sales Consultant
Guardian Life Insurance Company
10.2018 - 11.2022
- Certified Life & Health Insurance License in Commonwealth of PA
- Facilitate and coincide Brokers understanding and relationships with internal departments for ratings, underwriting, on boarding, customer services, and claims
- Develop, Build, Manage, & Maintain Relationships with Health Group Insurance Brokers/Agencies
- #1 in Sales for New Paid for Business 2021, 164% to Goal, out of forty eight salespeople
- Assist in daily purchase, education, implementation of health insurance benefits...Dental, Vision, Life, Short Term Disability, Long Term Disability, Accident, Hospital Indemnity, Critical Illness, Cancer
- Addressed each customers' needs and wants to recommend suitable product options.
- Exceeded sales goals, increased revenue and facilitated sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Used consultative sales approach to understand and meet customer needs.
- Resolved order issues efficiently and enhanced customer satisfaction ratings.
Account Manager
Penn Beer Sales & Service (Anheuser-Busch Wholesaler)
08.2015 - 10.2018
- Handle entire customer experience from pre-purchase, to delivery, to account/billing issues.
- Grew sales 5% increase sales in declining industry.
- Reinvented how team interacts with prospective clients by developing innovative and creative sales pitch that was implemented into sales team strategy in 2007.
- Serviced accounts on regular basis to propose new products or services and maximize revenue.
- Maintained and organized customer database of over140 clients in two counties.
- Contacted customers as soon as issues arose to immediately find resolution before problems escalated.
- Visited customer locations to determine needs, set up contracts and provide training.
- Led customer product implementations.
- Identified and analyzed key competitors and related products.
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors
Credit Advisor - New Customer Acquisition
Dun & Bradstreet Credibility Corp
10.2013 - 08.2015
- Manage business owners credit for negotiating supplier/vendor terms, finance rates with banking institutions, insurance limits, and credibility of their company
- Assist business owners in establishing and building their company's credit
- Identified prospective customers by using business directories and following leads from existing clients
- Selected correct products based on customer needs, product specifications and applicable regulations
- Recorded accurate and efficient records in customer database
- Attended monthly sales meetings and quarterly sales trainings
- Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory
- Consulted with businesses to supply accurate product and service information
- Help business owners separate their personal credit from business credit and reduce personal liability financially
- Completed daily outbound calls, up to 8 hours per day
- Quoted prices, credit terms and other bid specifications
- Exceeded team sales goals by 22%
- Kept detailed records of daily activities through online customer database
- Met existing customers to review current services and expand sales opportunities
- Built relationships with customers and community to promote long term business growth
Branch Manager
Enterprise Rent A Car
09.2012 - 06.2013
- Develop overall fleet strategy for Branch
- Plan and oversee Fleet Management of Customer Service and Operations
- Manage overall branch operations and supervise management team
- Develop overall branch business and operational strategy
- Evaluate customer service performance of Branch employees Sales and Marketing/Financial Performance
- Develop overall sales and marketing strategy for Branch
- Manage Branch receivables-payment plans, write-offs or refer to collections
- Review and analyze reports, financial statements and billing
- Establish overall training and development strategy for employees
- Conduct in recruitment, interviewing and hiring of branch employees
- Prepare effective and timely employee reviews and oversee review process
Assistant Manager
Enterprise Rent A Car
03.2011 - 08.2012
- Ran Daily operations including....
- Reviewed customer by customer process with each employee on every valued client they were assisting. (Game Plan)
- Loss Control of branch under corporate average on 80% monthly basis
- Maintaining safe and clean work environment
- Delegation of daily responsibilities/tasks to multiple employees in our branch
- Responsible for organizational logistics of over 150 cars
- Trained, supervised, and decision maker on all customer experiences
- Collected 30 and 60 day accounts receivables
- Managed all operations including costs
Management Assistant/Trainee
Enterprise Rent A Car
01.2008 - 02.2011
- Completed Management Trainee program passing MQi - Management Qualifying Interview (Grill).
- Interacted with over 150 customers/contracts per month.
- Trained and Performed Sales/Service calls.
- Started to perform management tasks including day to day operations of maintaining and growing fleet.
Job Recruiter
National Career Consultants
07.2006 - 11.2007
- Integrated Plastics Division from 0 listing to 30 job listings department by cold calling over 600 businesses per month
- Completed daily outbound calls, up to 4 hours per day
- Conducted independent research on job listings utilizing online databases, journals, professional job listings, and online resume networks
- Contacted new and existing customers to discuss how their opening could be met through specific clients and services
Education
Bachelor of Science - Business Management/Administration
Bloomsburg University
12.2005
Skills
- Revenue and profit maximization
- Sales proposal creation
- Strategic account development
- Strong interpersonal skills
- Excellent Customer Relations
- Persuasive negotiator
- Resolution-oriented
- Superior organizational skills
- Energetic and driven
- Positive outlook
- People-oriented
- Flexible
- Dependable
- Enthusiastic about networking
- Excellent communication skills
Timeline
Insurance Agent - Employee Benefits Broker
Keystone Insurers Group
11.2022 - Current
Group Employee Benefits Sales Consultant
Guardian Life Insurance Company
10.2018 - 11.2022
Account Manager
Penn Beer Sales & Service (Anheuser-Busch Wholesaler)
08.2015 - 10.2018
Credit Advisor - New Customer Acquisition
Dun & Bradstreet Credibility Corp
10.2013 - 08.2015
Branch Manager
Enterprise Rent A Car
09.2012 - 06.2013
Assistant Manager
Enterprise Rent A Car
03.2011 - 08.2012
Management Assistant/Trainee
Enterprise Rent A Car
01.2008 - 02.2011
Job Recruiter
National Career Consultants
07.2006 - 11.2007
Bachelor of Science - Business Management/Administration
Bloomsburg University
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