Engaged with potential clients to identify and secure insurance plans that meet their needs, consistently exceeding sales targets and KPIs
Developed emerging relationships with economic buyers for small to medium-sized accounts, successfully managing a diverse book of business
Oversaw day-to-day account management, fostering strong client relationships and driving both growth and client satisfaction
Consistently maintained preferred capacity relationships to ensure optimal product offerings and top-tier customer experiences
Implemented and refined sales processes, leveraging market dynamics knowledge to exceed production and service KPIs.
Rich Monarch
Creative Director
07.2012 - 06.2017
Job overview
Negotiated contracts with photographers and illustrators, optimizing outsourcing efficiency and cost-effectiveness
Provided leadership at brainstorming sessions, fostering a collaborative and innovative team environment
Cultivated strong relationships with internal stakeholders, external vendors, and clients to align creative strategies with business objectives and maximize outcomes
Supervised day-to-day operations of the creative department, efficiently delegating tasks among team members to ensure smooth workflow and project completion.
Rich Monarch
Director of Major Gifts
10.2003 - 06.2012
Job overview
Identified and nurtured relationships with high-net-worth individuals, securing over $5M in major gifts and dramatically enhancing campaign success rates
Directed and executed multi-channel engagement strategies including personalized emails, phone calls, and face-to-face meetings, increasing donor retention by 40% year-over-year
Led the organization and implementation of large-scale fundraising events, exceeding fundraising goals by an average of 25% per event
Forged key partnerships with leading philanthropic organizations and corporate sponsors, resulting in additional funding and in-kind donations valued at over $1M annually
Developed and implemented a comprehensive public relations and social media strategy, boosting the organization's public presence and follower engagement by 60%
Mentored and equipped a team of 10 fundraising professionals, enhancing their skills and leading to a 35% improvement in overall team fundraising performance.
Ultimate Kronos Group
Southeast Regional Trainer
05.2000 - 09.2003
Job overview
Delivered engaging and informative training sessions to Human Resources Managers, enhancing their utilization of workforce management tools
Provided one-on-one coaching and mentoring, tailored to customer needs, to maximize tool adoption and effectiveness
Developed comprehensive training materials and step-by-step guides, streamlining HR processes and benefits administration.