Robert Baumann
Aurora,IL
Summary
Accomplished professional with 20 years of expertise in and Sales Management roles, adept at thriving in fast-paced, dynamic environments. Recognized for exceptional communication, interpersonal, and relationship-building skills, I have a proven track record of transforming cold calls into successful sales relationships. A valuable and hardworking team player, I am committed to driving sales growth and delivering results.
Overview
21
21
years of professional experience
Work History
Business Development Manager
LaSalle Network
Chicago, Illinois
08.2024 - Current
- Key Responsibilities and Achievements:
- Order Generation: Successfully secured eight or more monthly orders, consistently meeting and exceeding sales targets.
- Meeting Scheduling: Coordinated a minimum of 24 monthly meetings to engage potential clients, and foster business relationships.
- Cold Calling: Conducted over 1,000 cold calls monthly, generating leads, and converting prospects into customers.
Sales Executive
Ally Financial Inc.
Chicago, IL
09.2021 - 01.2024
- Professional Achievements:
- Account Management: Successfully managed a portfolio of 50+ accounts, overseeing a $9.5M book of property and casualty business within franchise car dealerships across Illinois and Indiana.
- New Business Growth: Achieved 15% new business growth in 2022, and an impressive 19% growth in 2023, demonstrating strong sales acumen and market expansion capabilities.
- Client Retention: Maintained a 91% retention rate in 2022, and an 88% retention rate in 2023, reflecting a commitment to client satisfaction and long-term relationship building.
- Finalist for Rookie of the Year in 2022, showcasing exceptional performance in a competitive environment.
- Ranked in the Top 5 for new business growth in 2022, and Top 3 in 2023, highlighting consistent excellence in sales performance.
Account Manager
Sentry Insurance
Chicago, IL
06.2020 - 06.2021
- Account Management: Managed a portfolio of 70+ accounts, overseeing a $7.5M book of business in property and casualty insurance within Illinois and Indiana.
- Client Retention: Achieved a retention rate of 91%, demonstrating a strong commitment to client satisfaction and relationship management.
- Industry Expertise: Successfully managed insurance policies for car dealerships and manufacturers, ensuring comprehensive coverage and risk management.
- Regional Leadership: Oversaw the largest book of business in the Midwest region, establishing a strong presence in the market.
- New Business Growth: Delivered 12% new business growth for the year, contributing to overall company success and expansion.
- Market Dominance: Maintained the largest car dealership book of business in the Midwest, reinforcing expertise and leadership in the industry.
Vice President - Property and Casualty
Wine Sergi - Presido
Naperville, IL
01.2018 - 01.2020
- New Business Development: Secured $1.7M in new business by successfully adding 23 new accounts to the book of business, showcasing strong sales and relationship-building skills.
- Industry Specialization: Specialized in property and casualty insurance for a diverse range of sectors, including restaurants, retail, daycares, golf courses, commercial buildings, and residential builders.
- Recipient of the Elite Circle Award, recognizing outstanding performance and dedication to excellence in the field.
- Professional Associations: Active member of the Illinois Insurance Association (IIA), contributing to industry knowledge and networking.
- Education and Training:
- Completed Chartered Property Casualty Underwriter (CPCU) classes, enhancing expertise in risk management and insurance.
- Completed risk management training, further developing skills in identifying and mitigating potential risks for clients.
Sales Manager
Allstate Corp
Northbrook, IL
07.2014 - 01.2018
- Managed $1.1M book of business with about 200 accounts in 2014-2015 in Sandwich, Illinois.
- Trained and Managed 4-6 employees in 2014-2016.
- Inner Circle Elite 2016 as a first year agency in Hoffman Estates. Top 5% agencies across the country.
- $850,000 of new business in 2016 as new agency.
- 94% retention rate in 2014 and 2015.
- Managed daily operations of sales department, including supervision of staff members.
- Developed and implemented sales strategies to increase market share.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Coached, developed and motivated team to achieve revenue goals.
Sales Executive
Liberty Mutual
Naperville, IL
07.2012 - 01.2014
- Researched industry news and developments to gain insights into customer preferences.
- Organized promotional activities, such as trade shows or webinars, aimed at increasing brand awareness.
- Cultivated relationships with existing customers to encourage repeat business.
- Initiated contact with prospects via email campaigns or cold calls to generate leads.
- Analyzed market trends and competitive landscape to identify growth opportunities.
- Identified new potential markets, and developed plans for targeting them.
- Created brochures and newsletters to promote products or services.
- Developed and implemented sales strategies to meet customer needs, and increase revenue.
- Implemented processes for cross-selling products or services based on customer needs.
Sales Manager
Great American Wheels
Naperville, IL
01.2006 - 07.2012
- Assisted senior management in developing long-term strategic goals for the company's growth.
- Participated in negotiations with vendors regarding product purchases or contracts.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Managed daily operations of sales department, including supervision of staff members.
- Developed pricing strategies that would maximize profits while still remaining competitive in the market.
- Implemented process changes to streamline sales department workflow.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Identified and developed new markets for products or services.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
Teaching Professional
Illinois PGA
Yorkville, Illinois
05.2004 - 01.2006
Education
Bachelor of Science - Business Administration
University of St. Francis
Joliet, IL05-2004
Skills
- Core Competencies:
- Insurance Sales Executive: Extensive experience in driving sales and managing client relationships within the insurance sector
- Competitive Sales Management: Proven ability to lead sales teams to outperform competitors and achieve strategic goals
- Organized Sales Planning: Skilled in developing and executing structured sales plans that align with business objectives
- Results-Driven Sales Leader: Committed to achieving measurable results through effective sales strategies and team motivation
- Sales Forecasting: Proficient in predicting sales trends and setting realistic targets based on market analysis
- Sales Analytics: Expertise in analyzing sales data to identify opportunities for growth and improve overall performance
- Sales and Market Development: Strong background in identifying new market opportunities and expanding market reach
- Natural Team Leader: Effective in fostering a positive team environment and empowering team members to excel
- Territory Management: Experience in managing sales territories to maximize coverage and optimize resources
- Contract Negotiations: Skilled in negotiating contracts that benefit both the company and clients, ensuring long-term partnerships
- Networking: Adept at building and maintaining relationships within the industry to generate leads and referrals
- Persuasive Selling: Strong ability to influence and persuade clients through effective communication and tailored solutions
- Competitor Analysis: Competent in assessing competitor strategies to inform sales tactics and maintain a competitive edge
Additional Certifications and Training
- Illinois Property and Casualty licensed
- Illinois Life and Health licensed
- CPCU 500, 551, 552 completed
Timeline
Business Development Manager
LaSalle Network
08.2024 - Current
Sales Executive
Ally Financial Inc.
09.2021 - 01.2024
Account Manager
Sentry Insurance
06.2020 - 06.2021
Vice President - Property and Casualty
Wine Sergi - Presido
01.2018 - 01.2020
Sales Manager
Allstate Corp
07.2014 - 01.2018
Sales Executive
Liberty Mutual
07.2012 - 01.2014
Sales Manager
Great American Wheels
01.2006 - 07.2012
Teaching Professional
Illinois PGA
05.2004 - 01.2006
Bachelor of Science - Business Administration
University of St. Francis
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