LINDA FOLEY
Newport,RI
Summary
I am a motivated, creative, outside the box yet analytical individual. I have exceptional sales, communication, interpersonal, problem solving, training, management and computer skills. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
AVP SALES OPERATIONS/ACCT MGMT
WOOP INSURANCE
Startup - Embedded Insurance
03.2022 - 10.2023
- Attend last sales meeting of potential partners to answer any questions, explain implementation, next steps and set expectations
- Establish and maintain relationships with key client staff
- Gain in-depth understanding of the operations of each strategic partner including - sales, service, finance, marketing and internet departments to create value opportunities and product utilization
- Provide tech implementation and product training along with insights on best practices to guide staff on how to incorporate product into their sales process
- Increase client product utilization and success
- Product concierge for ongoing training of product updates and troubleshoot for client staff through system questions and issues
- Report back to product, engineering learned issues or potential product enhancements
- Develop strategies for product utilization to integrate into the partners process to increase sales
- Maintain the overall post sale partner relationship to include on-boarding, product training, increasing adoption, ensuring retention, and delivering satisfaction
- Update CRM with all dealership account information and interactions to ensure all information is up to date
- Develop reporting for strategic partners and internal staff to measure success or enhancement based on established KPI’s
- Prospect additional opportunities for expansion or other referrals
- Develop Marketing strategies and collateral based on learnings with marketing team.
- Communicate business concepts and expected functional behavior to developers and other stakeholders.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Streamlined operations to maximize business efficiency and profits.
President/Founder
DEALER AGENCY PARTNERS
Startup - Embedded Insurance
07.2021 - 03.2022
- Develop business plan, operational plan, company structure, marketing, sales process, etc
- Cultivate leads through the auto sales and service process to offer insurance to dealership customers
- Work directly with dealer owners and GSM to integrate process into the current dealership sales cycle so as to enhance the process and not interfere
- Train sales staff and F&I managers to offer insurance to customers throughout the car buying process
- Worked with partner agency to lead remote staff of agents.
Senior Territory Sales Manager, NJ
SAFECO INSURANCE
12.2019 - 07.2021
- Reach out to current “Peerless” group of agencies with existing books to review production and prepare for Safeco NJ Product launch
- Train with Product, UW, Gold Service to learn Safeco product offerings
- Work with Marketing and Field Enablement to train on all sales and marketing tools that are available for agencies
- Develop a goal and production plan with each agency that will help the agency meet the annual production requirements and achieve maximum profitability.
Regional Director, NJ/PA/MD
AGENCY NETWORK EXCHANGE
02.2018 - 12.2019
- Partner with an existing F&I consultant in the automotive industry to build personal lines insurance agencies within auto dealerships
- Including hiring, training, marketing, production management, dealership integration, carrier relationships, and agency set up
- Manage of group of agency partners within a specific territory to promote organic growth with their ANE provided and aggregated carriers
- Develop and perform agency evaluations to help restructure, build growth plans and train for specific challenges within the agency
- Develop a business plan, including a marketing component, with each network agency that allows the agency to meet the annual production requirements with the network and monitor that production to performance including loss ratio management
- Provide consultative support & sales/marketing training to help network agencies achieve their goals including cross sell training and finding opportunities within their existing books of business
- Assist network agencies in identifying and pursuing new classes of business which will help them achieve their annual production requirements
- Identify if the network agency has the proper standard carriers to execute upon their business plan
- Coordinate appropriate standard carrier appointments when necessary
- Work directly with & co-travel with ANE carrier partners to have them assist in development with individual agency business plans as necessary
- Work with carriers to maintain ANE relationship and discuss and negotiate incentives, and overrides for agencies and network
- Review of and solicitation of existing network agency business placed with brokers, wholesalers, and carriers outside of network for new business opportunities including BOR applications and book rolls to standard network carriers
- Request book of business reports to review during visits.
Senior Field Marketing Rep, NJ
MERCURY INSURANCE
02.2015 - 02.2018
- Maintain and build the relationship between the Company and Agency in assigned territory including training agencies on product, process and systems
- Work with agencies to set and achieve production goals, including cross selling, remarketing, book reviews
- Provide feedback and recommendations to management concerning market conditions, service levels and effectiveness of Company programs
- Review and monitor agent production reports and loss ratios to suggest improvements, and modifications to agency appointments
- Monitor market competitive environment and meet with UW and product to review current market conditions including feedback from agencies
- Accountable for growth and profitability of assigned territory
- Achieved 128% of goal for app count and 118% for WP goal for 2017
- Prospect, recruit, interview and determine eligibility of new Agencies for Company appointment
- Schedule training meetings and develop training materials
- Responds to telephone and written communication, comments, questions and complaints regarding complex issues including Company philosophy, procedures and practices
- Achieved Top Marketing Rep for Northeast in 2016 and 2017
- My agents earned 4 out of 6 available Northeast top agency awards
- Nominee for National Marketing Rep of the year (left before winner announced).
Training Supervisor-Call Center
PLYMOUTH ROCK INSURANCE
11.2008 - 02.2015
- Mentor, train, and coach a team of Sales Trainers to foster development and professional growth
- Build Direct Sales Training program and facilitate/update training for Independent, Captive and National Account training programs
- Conduct periodic performance needs analysis and performance gap analysis to determine training needs
- Develop methods, techniques and evaluation criteria for obtaining and assessing training results
- Measure effectiveness of training to sales results; build metrics to understand progress against goals
- Develop and adapt sales scripts to meet the changing insurance environment for Plymouth Rock and for partner companies’ products
- Serve as an expert resource on sales process, procedures, and techniques by maintaining and enhancing product, process, communication and sales skills
- Develop performance measures for team and individuals, monitor progress toward these goals
- Review day to day operations and quality to ensure adherence to all policies, procedures, and programs.
Agency Sales Supervisor-Call Center
PLYMOUTH ROCK INSURANCE
- Hired, mentored, trained, and coached a team of Agency Producers providing leadership and support
- Created and Utilized Reporting tools to create and review key performance metrics to find elements of potential growth for sales success
- Initiate and foster teamwork within the team and with other teams to create and maintain an environment of partnership, quality service, and superior sales results
- Provide input into all hiring, promotions, compensation, and termination decisions for direct reports
- Enhance operational procedures to create efficiency.
Agency Field Sales Trainer
PLYMOUTH ROCK INSURANCE
- Utilized established and created enhanced training methodologies to provide initial sales training for both in-house and external sales agents
- Training program consisted of sales, product, underwriting, and systems training
- Provided ongoing support and interval diagnostic training to keep agents current on the latest sales techniques, as well as assessed their ongoing performance
- Identified potential areas of improvement or refinement for agents as needed
- Provided detailed sales metrics for the agents to ensure they were meeting or exceeding expected sales levels, quality metrics and performance goals
- Prepared and reported on agent and office meetings and overall trends in performance
- Worked closely with and supported the marketing and sales leadership teams to ensure that sales agents are receiving a consistent flow of information as it relates to performance goals.
Personal Lines Producer
PLYMOUTH ROCK INSURANCE
- Made proactive outbound calls and received inbound calls in an effort to quote and bind personal lines insurance products coverage for Plymouth Rock and its affiliate companies
- Met and exceeded sales goals consistently (averaged 35-40% conversion)
- Top Sales Specialist in department for 19 months in a row
- Prepared personalized personal lines insurance quotes to prospects and used assumptive closing techniques to close sales
- Maintained product knowledge for all lines of business and products written.
Customer Care Representative
PLYMOUTH ROCK INSURANCE
- Assisted customers with endorsements, billing, inquiries
- Maintained Customer Satisfaction.
Skills
- Sales Analysis
- Customer Training
- Revenue Generation
- Data Analytics
- Account Management
- Business Development
- Project Management
- Product Training
- Strategic Account Planning
- Team Training and Motivation
- Relationship Building
- Revenue Growth
- Upselling
- Word
- PowerPoint
- Outlook
- Prezi
- Articulate
- Performance Evaluation
- Sales Strategies
- Operations
- Analyzing Data
- Effective Selling Techniques
- Training Staff
- Goals and Performance
- Workflow Management
Certification
- Property & Casualty License, NJ, PA
- FIRO-B and DISC temperament training
- Executive Coaching using FIRO-B methodology
- AMA Management Training
- Advanced Excel Certification
- Business Analysis Skills Training
- Dale Carnegie Sales Success
Timeline
AVP SALES OPERATIONS/ACCT MGMT
WOOP INSURANCE
03.2022 - 10.2023
President/Founder
DEALER AGENCY PARTNERS
07.2021 - 03.2022
Senior Territory Sales Manager, NJ
SAFECO INSURANCE
12.2019 - 07.2021
Regional Director, NJ/PA/MD
AGENCY NETWORK EXCHANGE
02.2018 - 12.2019
Senior Field Marketing Rep, NJ
MERCURY INSURANCE
02.2015 - 02.2018
Training Supervisor-Call Center
PLYMOUTH ROCK INSURANCE
11.2008 - 02.2015
Agency Sales Supervisor-Call Center
PLYMOUTH ROCK INSURANCE
Agency Field Sales Trainer
PLYMOUTH ROCK INSURANCE
Personal Lines Producer
PLYMOUTH ROCK INSURANCE
Customer Care Representative
PLYMOUTH ROCK INSURANCE