Patrick J. Neptune

Licensed Field Underwriter with a strong focus on protecting families and individuals through general life, mortgage protection, debt free life, infinite banking, subject matter experts and retirement strategies. I meet with approximately 12-15 families weekly.

Established a brand new, successful freight brokerage (3PL) from the ground floor up, achieving $6.2M in Revenue within the first 12 months. Worked alongside 90+ company owned assets (OTR full truckload dry van & reefer): trailer interchange, drop trailer programs and dedicated hauls.

• Grew the organization from 0 to 14 employees, developed company sales platform and sourcing models, strategy and development, customer and carrier sales protocol, commission plans, recruiting, sales goals (KPIs) and SOPs for operations, accounting, collections, compliance, claims, human resources, payroll, benefits, etc.
• Onboarded over 5,000 carriers. Worked intimately with carriers and created a gold standard proprietary vetting and onboarding processes that resulted in 100% load resolution, and a 97 credit score, established a 16 DTP for 2 plus years with over 10k loads with only 2 properly processed claims.
• Responsible for overseeing all RFPs (Truckload, LTL, Partial, Dry, Reefer, Flatbed, Freight Forwarder).
• Vetted and onboarded a new TMS and championed an API Universal Integration between Triumph Financial Services and Salesforce Revenova to bring data transparency, reduce redundancies and ensure a more efficient user experience.

Immediate impact on implementing inter-departmental cooperation, cross selling, and communication. Established a new sales and operations culture with a focus on client & carrier satisfaction, accountability, integrity, revenue growth and communications.

• July 2020 to year end, year-over-year: increased revenue by $4.3M, increased gross profits $705k, increase total load count 1,596 with a 22.7% average margin.
• Worked daily with 13 outside salespersons in quoting (RFP), evaluating market feasibility, coverage and freight forecasting. Responsible for daily updates to customer contacts on all freight related topics and service levels.
• Identified department shortfalls and realigned employee roles; established a Pricing Director and LTL/Partial Vetting Specialist. Established a new carrier vetting process and compliance protocol to limit legal exposure. Initiated and developed a new, two-week onboarding process for new employees of Truckload Brokerage.

Proven experience in improving sales process protocols, employee development, problem resolution and customer retention. Developed and led up to 12 employees on site and remote; managed team workloads based on seasonal demands and quarterly results.

• Conducted daily cost analysis to assess market conditions for spot quote pricing models; provided weekly and monthly forecasting and annual RFPs/bid packages.
• Established and maintained personal sales portfolio. 3PL with an emphasis on cross-border, dry van markets in the lower 48 states with an emphasis on inbound and outbound volume in El Paso TX, Laredo TX and Chicago, IL.

Managed, onboarded, mentored, and developed an office of more than 21 Financial Advisors. Responsible for recruiting, developing and coaching employees to become full time licensed advisors.

• Advised more than 100 clients annually and managed more than $10M cumulative wealth portfolios.
• Areas of expertise included retirement planning, life insurance, investment strategies, small business planning and estate planning.

Established startup flatbed department focused on heavy-haul, specialized, over dimensional materials.

• Grew department to more than $7M in annual revenue. Managed 8 Carrier Reps: responsible for training, growing and evaluating monthly performances.