Accomplished Sales Executive with 15+ years of insurance experience consistently promoting company brand. Passionate expert and valuable insurance consultant with talents in analysis, consumer knowledge and industry dynamics. Coordinating with clients, broker and third party distribution partners to accomplish sales goals while maintaining strong professional relationships. Successful in managing multiple priorities with a positive attitude.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Regional Vice President of Sales
Medical Group Insurance Services (MGIS)
Mid-Atlantic (KY, OH, NC, So, VA, TN, & WV)
11.2022 - Current
Established strategic partnerships to drive business development and maximize revenue opportunities.
Fostered long-term relationships with key accounts, ensuring repeat business and sustained profitability.
Oversaw budget planning and expense management for the regional sales department, ensuring optimal resource allocation for maximum ROI.
Expanded market share with targeted prospecting and effective negotiation techniques.
Leveraged industry trends, competitor insights, and market research to inform strategic planning and drive proactive decision-making within the regional sales organization.
Developed and executed strategic sales plans for consistent growth in the region.
Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
Trained and mentored high-performing producers and teams to exceed revenue targets consistently using a unique approach to the medical marketplace.
Manage block profitability through active support of renewal and business under threat strategies.
2023 $1.3M total premium on $1M goal
2022 $1.6M total premium on $1M goal
Regional Manager, Channels & Alliances
Isolved
MidWest
10.2019 - 11.2022
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Developed solutions with insurance and third party partners to aid in winning new business.
Developed customized sales plans for each insurance partner, driving increased revenue.
Manage partner programs from development to launch.
Deeper penetration into existing relationships and expand market share in targeted channels.
Achieved 134% 2020 plan
Achieved 104% Ql 2021 plan.
Achieved 112% Q2 2021 plan.
Managing Director of Benefits
MassMutual
Remote
06.2016 - 08.2019
Led Executive and Voluntary Benefit sales results in various company sizes ranging from 50-100,000+ employees.
Top 3 wholesaler in Executive Benefits production for both Life & Disability.
Secured $300k+ employer paid disability premium & $200k+ GVUL premium for largest law firm in MS.
Secured largest voluntary case in North Carolina resulting in $15k monthly perpetual premium.
Support and manage distribution channels including career agency, enrollment firms, insurance brokers, and retirement advisors in six states across the Midwest and Southeast. Cultivate and build strong relationships with intermediaries to generate prospective opportunities.
Aggressively develop new distribution channels and intermediaries within channels.
Maintain industry knowledge necessary to be a product expert on retirement and risk protection products and solutions.
Proficient knowledge working with benefit administration platforms and third-party integration's.