NICHOLAS PHALOR
Columbus
Summary
Dynamic and results-driven licensed insurance sales leader with a strong background in personal lines insurance advising, consultative sales, team coaching, customer retention, and process improvement. Proven top producer with over 2,000 policies sold, achieving an impressive 62% all-time bundle rate and 1.79 policies per customer, alongside a remarkable 32% all-time close rate. Recognized as a Leaders Club performer and trusted team lead, dedicated to enhancing advisor development, optimizing sales efficiency, elevating customer experiences, and ensuring consistent execution across diverse sales teams. Committed to driving growth and fostering a culture of excellence within the organization.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Advisor / Team Lead
MATIC INSURANCE
Columbus, OH
05.2024 - Current
- Lead and support a team of 12-15 Licensed Insurance Advisors, driving production, accountability, coaching, and consistent sales process execution.
- Partner with management to run team meetings and conduct 1:1 coaching sessions across multiple teams, reinforcing consultative sales, objection handling, activity standards, and customer-focused advising.
- Help pilot multiple sales-efficiency programs designed to optimize advisor workflow, improve conversion, increase policy bundling, and enhance the customer experience.
- Sold 2,000+ personal lines policies while maintaining a 62% bundle rate, 1.79 policies per customer, and a 32% all-time close rate.
- Earned Leaders Club recognition for exceptional sales production, leadership impact, and consistent month-over-month performance.
- Advise customers on comprehensive personal lines insurance solutions, including homeowners, auto, flood, umbrella, and related products.
Account Executive
BBI LOGISTICS
Columbus, OH
08.2023 - 05.2024
- Managed high-volume freight movement for manufacturers and distributors, ensuring timely delivery, seamless communication, and proactive issue resolution.
- Negotiated competitive rates and terms while building and maintaining strong relationships with carriers and clients.
- Used logistics tracking software to monitor shipments, provide proactive updates, and quickly adapt plans during delays or disruptions.
Customer Success Manager
VOHNT
Columbus, OH
10.2022 - 08.2023
- Built strategic customer, partner, and influencer relationships, driving a 45% increase in weekly details booked.
- Created vital and detailing standard operating procedures to improve service consistency, team training, and operational execution.
- Increased add-on purchases by 75% and elevated average customer spend by 49% through optimized concierge processes and tailored service recommendations.
Account Manager / Business Development Manager / Director of Learning & Development
AMPM EMPLOYMENT
Springfield, OH
10.2016 - 10.2022
- Grew an on-site staffing account from 5 to 55 employees within three months, positioning the firm as a lead staffing partner.
- Increased average monthly closed deals by 120% within the first year as Business Development Manager through consultative selling and targeted prospecting.
- Mentored new sales staff, increasing first-month meetings booked by 300% through hands-on coaching, process improvement, and accountability structures.
- Reduced new-hire onboarding and training time from 90 days to 30 days after promotion to Director of Learning & Development.
- Built structured learning modules and coaching programs that helped increase company-wide job placements by 37%.
Education
High School Diploma -
Kenton Ridgge High School
Springfield, OH05-2016
Skills
- Personal Lines Insurance
- Consultative Selling
- Cross-Selling & Bundling
- Team Leadership
- 1:1 Coaching
- Sales Training
- Objection Handling
- Account Management
- Relationship Building
- Process Improvement
- Sales Efficiency
- CRM & Pipeline Management
Affiliations
- OHIO STAFFING & SEARCH ASSOCIATION | Columbus, OH
- Board Member | June 2019 - October 2022
- Supported strategic planning, conference coordination, member engagement, and association growth across the Ohio staffing industry.
- Contributed to award-winning chapter initiatives recognized by the American Staffing Association, including innovation, legislative excellence, and engagement awards.
Timeline
Licensed Insurance Advisor / Team Lead
MATIC INSURANCE
05.2024 - Current
Account Executive
BBI LOGISTICS
08.2023 - 05.2024
Customer Success Manager
VOHNT
10.2022 - 08.2023
Account Manager / Business Development Manager / Director of Learning & Development
AMPM EMPLOYMENT
10.2016 - 10.2022
High School Diploma -
Kenton Ridgge High School