Dynamic leader with a proven track record at Worldwide Adventure Guides, LLC., enhancing operations and sales through market expansion and strategic partnerships. Excelled in budget management and customer service excellence, achieving significant growth. Skilled in collaborative relationship building and sales team leadership, adept at fostering client loyalty and driving profitability at Keever and Jones, LLC.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Owner
Worldwide Adventure Guides, LLC.
Durham, North Carolina
10.2015 - Current
Developed strategies for expanding operations and elevating annual sales figures.
Analyzed market trends to identify potential areas for growth.
Enhanced local partnerships through successful contract negotiations.
Identified customer needs through effective interpersonal communication.
Analyzed possible collaborators to expand available services.
Designed promotional campaigns to capture new clients.
Designed and implemented organizational policies.
Managed fiscal operations and budget control.
Led a customer-focused strategy to enhance satisfaction and loyalty.
Strengthened lasting partnerships with clients through excellent communication and issue resolution capabilities.
Developed pricing plans reflecting market insights and trends.
Analyzed legal documents concerning business operations.
Enhanced brand visibility through strategic use of social media platforms.
Delivered exceptional customer service to foster strong client relationships.
President
Keever and Jones, LLC.
Durham, North Carolina
10.2001 - 12.2024
Developed and implemented strategic business plans to increase company profitability.
Developed strategies for improving customer service standards throughout the company.
Prepared and delivered detailed policy proposals and quotes to potential clients.
Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
Attended industry events such as seminars and conferences to stay abreast of developments in the field.
Ensured compliance with federal regulations governing health insurance plans.
Developed and executed effective sales strategies to meet and exceed monthly sales targets.
Developed and implemented sales strategies to build relationships with potential clients.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Advised customers on health insurance coverage options, including premiums, deductibles, copays, and network providers.
Education
Bachelor of Arts - Public Adminsistration
Elon University
Elon, NC
05-1989
Skills
Customer Service Excellence
Entrepreneurial Initiatives
Budget Management
Market Expansion Initiatives
Strong Oral and Written Skills
Collaborative Relationship Building
Sales Team Leadership
Affiliations
Mountain & Ice Climbing
Travel - Have led treks and climbs on six continents. Have visited over 50 countries.
Biking
Certification
Wilderness First Responder
NC Life & Health Insurance License
Timeline
Owner
Worldwide Adventure Guides, LLC.
10.2015 - Current
President
Keever and Jones, LLC.
10.2001 - 12.2024
Bachelor of Arts - Public Adminsistration
Elon University
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