Marc Gallant
Auburn
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with broker partners and clients, developing successful sales campaigns, and managing teams of account managers, junior sales representatives, and service team members. Skilled in analysis, collaboration and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
7
7
years of professional experience
Work History
Account Executive
Lincoln Financial
08.2021 - Current
- Developed and maintained strong relationships with broker partners in an expanded territory.
- Consistently exceeded individual goals for overall new business premium growth by 188%.
- Delivered informational finalists to potential clients, showcasing the unique value of products and services offered.
- Maintained a strong Supplemental Health sales pipeline management, growing YOY ensuring steady flow of cross-sell and new clients through planning and follow-up with broker partners.
- Increased retention rate and margin on inforce block of over $25M by selling renewal increases and cross-selling new lines of coverages on existing clients.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Orchestrated client events and webinars to educate prospects on product offerings and industry trends, generating leads and building brand awareness.
- Participated actively in Lincoln's Sales Excellence Academy to refine personal story and value through coaching to further develop in becoming a successful sales representative.
Small Business Consultant
Unum
01.2020 - 08.2021
- Developed a business plan and strategy to support the Unum's organizational shift to focus on the needs of small business clients.
- Exceeded personal goals by increased sales in premium and lines of coverages after the change in organization for clients less than 100 employees.
- Collaborated with large case Unum sales representatives to partner together with our shared brokerages for mutual success.
- Managed a block of business over $3,000,000 in inforce premium while maintaining retention and increased margin through cross-selling and renewal increases.
- Consistently met and exceeded the provided broker outreach goals on a weekly basis through phone calls and virtual or in person meetings.
- Enhanced Salesforce capabilities through the Sales Representative Engagement Team by providing enhancements and changes to the CRM's capabilities.
- Conducted in-depth market research with broker partners to identify opportunities for expansion and growth.
Sales Representative
Unum
07.2018 - 01.2020
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Consistently met or exceeded sales goals in both small and mid-market segments by implementing strategic sales plans and effective time management.
- Conducted product demonstrations to educate brokers on features, benefits, and competitive advantages.
- Collaborated with marketing to create impactful promotional materials for increased brand awareness in historical low quote activity markets.
- Enhanced client satisfaction by addressing concerns promptly and coordinating with the account management team to provide exceptional service.
Education
Bachelor of Arts - Economics
Pacific Lutheran University
Tacoma, WA06-2018
Skills
- Relationship building and management
- Strategic selling
- Territory management
- Negotiation skills
- Attention to detail
- Business development and planning
- Customer presentations
Timeline
Account Executive
Lincoln Financial
08.2021 - Current
Small Business Consultant
Unum
01.2020 - 08.2021
Sales Representative
Unum
07.2018 - 01.2020
Bachelor of Arts - Economics
Pacific Lutheran University