Mary Gear
Wisconsin Rapids,WI
Summary
Diligent sales professional with a solid foundation in managing client relationships and driving sales growth. Demonstrated success in securing new accounts and expanding existing base. Proven ability to leverage effective communication and negotiation skills to meet client needs and exceed targets. Keen to re-enter the educational technology market with a reputable company, where we can mutually benefit from each other's strengths and expertise.
Overview
19
19
years of professional experience
Work History
Business Insurance Specialist (Licensed Property & Casualty Agent)
TRICOR Insurance
01.2024 - Current
- Assess client needs and recommend tailored insurance policies to suit their specific needs
- Articulate the features, benefits, and limitations of various insurance products to effectively drive sales
- Calculate premiums and design payment structures to align with client preferences and financial capacity
- Meet with prospective clients to assess their financial status, review current coverage, and identify potential gaps in coverage or additional needs
- Stay up to date with industry trends, regulatory changes, and new offerings to maintain a competitive edge
- Manage records ensuring accuracy and confidentiality of client information via CRM
- Proactively seek new business opportunities, expanding the client base through networking and identifying potential leads
- Obtained WI Property and Casualty License within 60 days of hire
- Joined the School & District Team within one month of licensing
- Office Location Coordinator – Responsible for maintaining schedules for office coverage, managing community donations funds, coordinating community engagement initiatives, ensure the proper maintenance of the building, and organizing monthly meetings to communicate company news and updates
Regional Account Executive
Istation
03.2022 - 10.2023
- Company Overview: Merged with AMIRA in 2024
- Expertly uncovered customer needs and provided strategic, consultative guidance to design and implement tailored solutions using Istation programs, services, and assessments
- Built trust-based relationships with clients by conducting in-depth consultations and offering personalized recommendations that align with their unique challenges and educational objectives
- Developed and executed custom account strategies for both new and existing customers, ensuring alignment with their goals and delivering measurable outcomes
- Managed a diverse multi-state customer base, concentrating on four key Midwestern states, and developed strong relationships with State Departments of Education
- Responded to state RFPs, offering consultative support during the proposal process and ensured solutions met specific state educational requirements
- Utilized CRM systems to track client needs, sales opportunities, and progress throughout the sales cycle
- Q3 2023 Team Hero Award
- Successfully sold into seven new school districts in Missouri, growing the territory significantly from a single existing customer
Inside Account Executive
Renaissance Learning
08.2006 - 02.2022
- Specialized in consultative selling, guiding school districts and educational leaders through the process of identifying needs and selecting the right technology solutions to meet their goals
- Built long-term, strategic relationships with district and state-level decision-makers by understanding their challenges and aligning Renaissance products to meet those needs
- Provided personalized consultations, delivering clear and effective presentations to stakeholders, and offering customized solutions that demonstrated value and return on investment
- Focused on both new business and account renewals, consistently exceeding sales targets and maintaining strong relationships with existing clients
- President’s Club Award (2007, 2011, 2013, 2017, 2019, 2020, 2021)
- Regional Award – Northeast Region (2010, 2011)
- Achieved 141% of New Business and 106% of Renewal Business in 2021
Education
High School Diploma -
Assumption High School
Wisconsin RapidsSkills
- Consultative Selling
- Needs Analysis
- Strategic Account Planning & Development
- Relationship Development
- CRM Management - Salesforce , EPIC, Dynamics
- Sales Pipeline Development
- Customized Consultations and Presentations
- Contract Negotiations
- Proposal Development
- Market Research
- Documentation & Reporting
Timeline
Business Insurance Specialist (Licensed Property & Casualty Agent)
TRICOR Insurance
01.2024 - Current
Regional Account Executive
Istation
03.2022 - 10.2023
Inside Account Executive
Renaissance Learning
08.2006 - 02.2022
High School Diploma -
Assumption High School
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