Melissa Lewis
Ogden,UT
Summary
Organized and dependable sales and marketing expert successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Agent
Self-employeed
06.2022 - Current
- Promoted products and services using upselling and other sales strategies.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained high standards of customer service by building relationships with clients.
- Created detailed reports for management to track performance and sales.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
President
Elevate Business Group
05.2003 - Current
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Oversaw business-wide changes to modernize procedures and organization.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Reduced operational costs through strategic cost management initiatives.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Represented organization at industry conferences and events.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
Licensed Insurance Agent
GoHealth
01.2021 - 06.2022
- Promoted products and services using upselling and other sales strategies.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Maintained high standards of customer service by building relationships with clients.
- Created detailed reports for management to track performance and sales.
Education
Diploma -
Morgantown High School
Morgantown1998
Skills
- Loyalty Programs
- Administrative Support
- Deposit Collection
- Client Needs Analysis
- Professional Relationships
- Quote Information
- Revenue Generation
- Marketing Initiatives
- Oral and Writing Communication
- Customer Service and Assistance
- Insurance Eligibility
- Consultative Selling Techniques
- Commission Calculation
- Client Relationship Management
- Productivity Standards
- Negotiation
- Operations Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
"I've learned from experience that the greater part of our happiness or misery depends on our disposition, not our circumstances."
Martha Washington
Timeline
Licensed Insurance Agent
Self-employeed
06.2022 - Current
Licensed Insurance Agent
GoHealth
01.2021 - 06.2022
President
Elevate Business Group
05.2003 - Current
Diploma -
Morgantown High School