Summary
Overview
Work History
Education
Skills
Websites
Certification
Ambassador
Timeline
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Marcus Trotter

Smyrna,GA

Summary

SR. SALES & ACCOUNT MANAGEMENT LEADER Capable Contract Manager with extensive background overseeing contracts for services such as overseeing contracting for agents with insurance carriers. Handles routine paperwork, disputes and contract administration with organized approach.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Supervisor, Contract Management

Essential Solutions
05.2023 - Current
  • Tracked contracts for management and issued regular tracking reports covering current status and upcoming milestones.
  • Mitigated business risks by analyzing contracts' potential impacts and avoiding unfavorable terms.
  • Negotiated and administered leasing and service contracts for Essential Solutions business.
  • Analyzed new laws and regulations to identify required changes and proactively adjust systems.

MEDICARE CONSULTATIVE SALES REPRESENTATIVE

GoHealth
03.2021 - 05.2023
  • Spearhead the promotion, marketing, and sale of Medicare Advantage, Medicare Supplement, prescription drug plans, and other ancillary products via the development and launch of strategic sales and marketing campaigns, the strategic planning of marketing events, client engagement/education, and reporting.

ACCOUNT EXECUTIVE

Priority Payment Systems
03.2016 - 10.2020
  • Managed all aspects of sales and account management processes in the promotion of diverse financial products, to include collaborating with business owners in assessing needs and providing business loans ranging from $50K to $2M.

INDEPENDENT INSURANCE AGENT

03.2007 - 03.2016
  • Managed the promotion, advisement and sale of solutions in areas including retirement planning, short and long-term investments and annuities, specifically fixed and fixed-index annuity retirement solutions.

SALES MANAGER

The Loyd Group
05.2005 - 03.2007
  • Managed all aspects of sales, new business development, account management, team oversight and the development and implementation of tactical and long-term strategic activities focused on the sale of Medicare Advantage plans to Medicare beneficiaries within the Mississippi market and six states.

MANAGER OF BUSINESS DEVELOPMENT

Rehabilicare Inc.
09.2004 - 05.2005
  • Directed the building and start-up of a new division, to include business planning, staff recruiting, training and development, office space/leasing procurement and market positioning/outreach.

CONSULTANT

Tax Recovery Group
09.2003 - 09.2004
  • Analyzed small business tax returns and educated business owners in opportunities for additional recovery of funds.

AVP, RETAIL LENDER

Union Planters Bank
01.2002 - 09.2003
  • Directed all aspects of a $2M+ commercial loan portfolio via the continuous generation of leads and closure of 10-12 new home equity loans per month.

BRANCH MANAGER, AVP

AmSouth Bank
06.1999 - 01.2002
  • Managed and oversaw all aspects of operations for location, to include internal controls, business plan development, team building, hiring and training, product sales/marketing, P&L, and the oversight of all service activities to achieve sales objectives.

Education

ASSOCIATE OF SCIENCE - BANKING & FINANCE

Meridian Community College
Meridian, MS
06.1989

Skills

  • B2B & B2C Sales Management
  • Product Presentations
  • Territory Management & Growth
  • Client Engagement
  • Account Management
  • Revenue & Profit Growth
  • Client Needs Analysis
  • Relationship Management
  • New Business Development
  • Financial Product Sales
  • Sales Training/Leadership
  • Insurance/Loan Sales Mgmt
  • Contract Management

Certification

State of Mississippi ~ Life/Health Insurance, Property & Casualty Insurance License

Ambassador

East MS Business Development Corporation

Timeline

Supervisor, Contract Management

Essential Solutions
05.2023 - Current

MEDICARE CONSULTATIVE SALES REPRESENTATIVE

GoHealth
03.2021 - 05.2023

ACCOUNT EXECUTIVE

Priority Payment Systems
03.2016 - 10.2020

INDEPENDENT INSURANCE AGENT

03.2007 - 03.2016

SALES MANAGER

The Loyd Group
05.2005 - 03.2007

MANAGER OF BUSINESS DEVELOPMENT

Rehabilicare Inc.
09.2004 - 05.2005

CONSULTANT

Tax Recovery Group
09.2003 - 09.2004

AVP, RETAIL LENDER

Union Planters Bank
01.2002 - 09.2003

BRANCH MANAGER, AVP

AmSouth Bank
06.1999 - 01.2002

ASSOCIATE OF SCIENCE - BANKING & FINANCE

Meridian Community College
State of Mississippi ~ Life/Health Insurance, Property & Casualty Insurance License
Marcus Trotter