Patrick Congdon
Milford
Summary
I am a successful employee benefit sales executive with experience handling management duties & training new sales representatives. I am looking for a new challenge where I can combine my sales skills, management & leadership experience to build a world class sales organization.
Overview
32
32
years of professional experience
Work History
Director, National Call Center
Assurant Health/National General Insurance/Allstate Benefits
Farmington Hills, MI
01.1999 - Current
- Have worked for the same sales organization for 26 years- thru 3 purchases
- Responsible for providing strategic benefit solutions by selling small group fully insured & self funded health insurance products & maintaining long term relationships with insurance agents, via phone, electronic, and face-to-face meetings.
- Responsible for all pre & post sale activities, including in-depth knowledge of underwriting processes & managing my block of business.
- Promoted to Senior Sales Representative in 2008, which is a program to mentor new sales reps.
- Promoted to Director, National Call Center in 2009, along with maintaining current sales duties, responsibilities included analyzing data & coordinating sales plans with management.
- Sales Highlights & Awards
- #1 producer for Assurant Health Small Group new business sales in 2014.
- Top 10 in the company (out of 70+ sales reps.) in new business sales 11 of the last 20 years.
- Have qualified for Top Producer's Conference (Top 1/3 in new business sales) 24 out of 25 years.
- Qualified for Stetson Club, Top 5 in sales, for small group production in 2005, 2007, 2014, 2015, 2017, 2024.
- Recipient of John Munneke/Ross Rosenberg Spirit Award, which recognizes career contributions to our Small Group sales organization, in January, 2014.
- Director, National Call Center Achievements
- Director, Call Center Markets from 2009 until program disbanded in 2013. This was a program designed to call into out of area territories that company algorithms showed were competitive & were assigned additional sales calls. Along with sales tasks, duties included:
- 1. Analyzing and Re-assessing markets to assign appropriate call volumes in each market.
- 2. Assigning and monitoring expected sales activity quotas by Call Center Sales Reps.
- 3. Working with local District Managers & VP’s on assessing & re-assigning market targets.
- As Director, National Call Center exceeded over 120% of sales goal every year.
- In Senior Sales Representative role, I have mentored 19 new hires in other offices, including 2 that have been Rookie of the Year & 3 that have been promoted to management positions. Mentoring includes weekly phone calls to train on product knowledge & sales techniques, role playing exercises, web training exercises & continued career monitoring
- Have trained 14 new hires in the last 8 years in the Detroit office. Training constitutes an intensive program of product & industry knowledge, licensing appointment & role-playing exercises to prepare new hires to sell products, along with continued support during the first 2 years of employment.
- Led a team of 4 that formalized the new hire training program for a 70+ person sales organization.
- In 2018, chosen to be liaison to vendor, International Medical Group. Responsibilities include creating mass market email distribution communications, working with vendor to improve all facets of relationship.
- Have presented a training seminar at annual sales conference 5 times. Topics included self funded & supplemental products sales techniques, & large agency sales initiative.
Produce Broker
C. H. Robinson
Southfield, MI
01.1994 - 01.1999
- Responsible for selling produce from distributors to wholesale & retail clients based in Michigan, primarily in Metro Detroit. The potential customer base was small, so, maintaining a high level of trustworthiness, ethics, & competence was particularly important. Duties included daily contact with distributors & clients, price negotiations, procurement of transportation, & conflict resolution.
- Took ownership of a new commodity that had never sold by our office (tomatoes) & within 18 months had made it the #1 profit item for our division.
- Top producer in a department of 6 people in 1997 & 1998.
- Saw consistent annual sales increases of 20-25% each year.
Education
Bachelor of Science - Finance & Insurance
Michigan State University
East Lansing, MISkills
- Expert in all facets of small group self funded product sales & inside/outside sales techniques
- Proficient in Adobe Pro & Microsoft Office products- Word, Excel, PowerPoint, Outlook, Teams
- Experienced in using Zoom, WebEx & Teams for online presentations
- Licensed in Life & Health Insurance in over 40 states, including MI, IN, OH & WI
- Attained RHU designation thru The American College in 2009
Timeline
Director, National Call Center
Assurant Health/National General Insurance/Allstate Benefits
01.1999 - Current
Produce Broker
C. H. Robinson
01.1994 - 01.1999
Bachelor of Science - Finance & Insurance
Michigan State University