Summary
Overview
Work History
Education
Skills
Certification
Timeline
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RILEY O. RUSSELL

RILEY O. RUSSELL

Birmingham,USA

Summary

Dynamic Independent Insurance Broker with Goosehead Insurance, recognized for generating $199,149 in new business premium. Expert in B2B sales and client retention, leveraging strong negotiation skills to deliver tailored insurance solutions. Proven track record of expanding referral networks and achieving record-breaking sales performance through strategic partnerships and exceptional service.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Account Executive

Goosehead Insurance
Birmingham, AL
10.2024 - Current
  • Delivered customized insurance solutions by collaborating with 30+ top-rated carriers for optimal coverage and competitive rates.
  • Partnered with mortgage lenders, realtors, and referral partners to expedite the insurance process for homebuyers.
  • Ranked consistently in Top 10 for monthly sales performance; recognized as Top 3 Rookie Goosehead Broker in Alabama.
  • Generated $199,149 in new business premium since October 2024, achieving $295,000 in total premium.
  • Achieved record-breaking months in new business revenue, issuing over 60 new policies within six months.
  • Saved clients significant amounts while enhancing coverage through strong relationships built on trust and communication.
  • Expanded referral network by delivering exceptional service and maintaining a client-first approach.
  • Managed client accounts efficiently while identifying cross-selling opportunities and negotiating favorable terms.

Remote Banker; Teammate Banker

Cadence Bank
Birmingham, AL
08.2023 - 10.2024
  • Proactively built and maintained relationships, resulting in over half a million in new and existing money for Cadence Bank accounts, contributing to business growth and client satisfaction.
  • Played a key role in the creation and maintenance of Cadence accounts as part of the Teammate Banking Team, ensuring seamless account management and contributing to team success.
  • Effectively oversaw the management and creation of nine duplicate accounts in a remote banking project, showcasing strong time management skills.
  • Achieved a 40% growth in teammate banking branch client portfolio in just 3 months by providing outstanding customer service and executing successful sales initiatives.
  • Helped grow the branch in deposits, savings, and loans that ranked in the top 3% of all branches in the bank.
  • Sold and created products that brought in over $4.2 million in new money to Cadence Bank within the first 4 months.
  • Achieved a personal loan portfolio of $1.3 million within the first two months and helped grow the overall branch portfolio to $3.6 million in loans.

Education

Bachelor of Science - Business Administration, Finance Major

Samford University
Birmingham, AL
05.2023

Skills

  • B2B sales and lead generation
  • Pipeline management and closing strategies
  • Referral partner development
  • Client retention and relationship management
  • Trusted advisor approach
  • Client onboarding and cross-selling
  • Customer success and strategic partnerships
  • Insurance solutions and financial advising
  • Risk assessment and portfolio growth
  • Data analytics and performance tracking
  • KPI analysis and premium performance monitoring
  • Market comparisons and sales forecasting
  • Trend analysis and communication skills
  • Negotiation and presentation skills
  • Client education and time management
  • Problem-solving and technical proficiency
  • Microsoft Office Suite and applications
  • Power BI, Tableau, R Studio, SQL databases, CRM platforms
  • Cold call sales and customer service

Certification

  • Insurance License - AL & MS

Timeline

Account Executive

Goosehead Insurance
10.2024 - Current

Remote Banker; Teammate Banker

Cadence Bank
08.2023 - 10.2024

Bachelor of Science - Business Administration, Finance Major

Samford University

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RILEY O. RUSSELL