Recognized as a finalist for the prestigious, "Brancher of the Month" Award, nominated by peers and direct reports.
Increased referral sales by over 500% through training agents on effective referral selling techniques in an effort to reduce Branch's acquisition costs.
Created call scripting and messaging for all sales traffic from Branch Insurance Partners (Rocket Mortgage, ADT, SimpliSafe) to increase overall Partner sales conversion.
Provided mentorship to both new and existing Sales Leaders, equipping them with effective sales coaching strategies to enhance sales performance within their respective teams.
Sales Leader
Branch Insurance
09.2021 - 02.2022
Increased avg. sales agent conversion from 10% to 25% from September-February.
Coached and Mentored 6 Sales Agents to achieve Sr. Agent and future Sales Leader promotions at Branch.
Led sales trainings for all new hire sales agent training classes at Branch.
Sales Agent/Sr. Sales Agent
Branch Insurance
03.2021 - 09.2021
Sold Home, Auto, Umbrella and other personal lines insurance products to prospective customers through consultative selling techniques.
Finished #1 in agent conversion from April-September.
Finished #1 in total policies written for the month of May.
Member of Branch's first Agency pilot program to sell additional personal line products to consumers (Boat, RV, ATV).
Promoted to Sr. Sales Agent in August of 2021.
Inside Sales Manager
Matic Insurance Services, Inc.
12.2019 - 01.2021
Conducted all interviews and was responsible for all hiring decisions within the inside sales unit.
Collaborated with Matic Talent Acquisition team to source, interview, and hire qualified inside sales candidates.
Partnered with Matic Talent Acquisition team to build Matic's first ever Sales Intern Program.
Member of 2019-20 Matic Insurance Emerging Leaders Program.
Led team of 10-15 Inside Sales Representatives that were responsible for qualifying all outbound, inbound and email related customer insurance requests.
Increased average ISR Telemarketing transfer rates by over 70% in 2020.
Implemented new contact strategies that leveraged text, email, voicemail and appointment scheduling.
Managed relationships with Matic's third party answering service and telemarketing vendors.
Insurance Advisor
Matic Insurance Services, Inc.
08.2018 - 12.2019
2019 Matic "Top Retention Award" Winner (94.9%).
Achieved over 1,000 policies written in 13 months.
Winner of the "Maticorn Award" (month of May).
Broke Matic record for most Umbrella Policies sold to in a given month.
Sold Home, Auto, Umbrella and other personal lines insurance products to prospective customers through consultative selling techniques.