KYLE LIZAK
Palm Beach Gardens,FL
Summary
Obtaining a high level position within a growing company in a fast paced, competitive market.
Sales professional with strong background in sales operations and process optimization. Known for driving efficiency and supporting strategic planning initiatives. Focused on team collaboration and delivering results, adaptable to changing needs. Expertise in data analysis and sales strategy implementation.
Overview
10
10
years of professional experience
Work History
Sales Operations Manager
Rocket Flood Insurance
West Palm Beach
08.2024 - Current
- Streamlined sales processes to enhance operational efficiency and improve team productivity.
- Implemented CRM tools to track sales metrics and optimize customer interactions.
- Collaborated with cross-functional teams to align sales strategies with business objectives.
- Developed training programs for new hires, fostering knowledge of products and systems.
PCS Operations/Quality Assurance Analyst
Marsh & McLennan Companies
Palm Beach Gardens, FL
07.2022 - Current
- Perform Financial and system audits to ensure accuracy and compliance with national company best practices.
- Develop new initiatives for process improvement and increased revenue streams within the PCS sector.
- Assist with new hire on-boarding and training programs.
- Manage a large quantity of technological applications within Applied Epic Management System including policy downloads, carrier contracts and commission agreements.
Personal Lines Account Manager
Marsh & McLennan Companies
Palm Beach Gardens, FL
08.2018 - 07.2022
- Assess and advise customer needs for insurance coverage. Also responsible for binding new coverage, endorsements, and taking payments for renewal and new business policies.
- Developing plans and processes for clients to enhance their overall portfolio of insurance coverage.
- Manage and maintain the current book of business to meet retention and production goals.
Lead Underwriter/Risk Analyst
The Flood Insurance Agency
Gainesville, FL
06.2016 - 08.2018
- Analyze risk of flood insurance proposals, determine policy terms and calculate premiums based on actuarial and statistical information.
- Evaluate and process insurance applications and determine coverage amounts and premiums.
- Develop reports based on specific statistical parameters for review by upper management teams.
- Assist in various customer service tasks such as: Communication with retail insurance brokers via telephone and email, Communication with consumers via telephone and email regarding program initiatives, quotes, and complaints.
Education
Bachelors - Business Administration
University of Florida
Gainesville, FL05.2016
Skills
- Sales process optimization
- Sales training
- Collaborative mindset
- Pipeline management
- Business development and planning
- Sales quota management
- Direct sales
- Operations management
- Staff training
Websites
Timeline
Sales Operations Manager
Rocket Flood Insurance
08.2024 - Current
PCS Operations/Quality Assurance Analyst
Marsh & McLennan Companies
07.2022 - Current
Personal Lines Account Manager
Marsh & McLennan Companies
08.2018 - 07.2022
Lead Underwriter/Risk Analyst
The Flood Insurance Agency
06.2016 - 08.2018
Bachelors - Business Administration
University of Florida