Howard Plotnick
Lumberton
Summary
Experienced and results-driven Manager of Insurance Sales Operations with over 10+ years of expertise in optimizing sales strategies, driving revenue growth, and improving operational efficiency within the insurance industry. Proven track record in managing high-performing sales teams, streamlining processes, and implementing data-driven solutions to enhance productivity and customer satisfaction. Skilled in cross-functional collaboration, training and development, and analyzing market trends to increase business goals. Focused on maximizing efficiency, revenue growth, and overall organizational success.
Overview
26
26
years of professional experience
Work History
Sales Manager
McDyer Insurance Agency, LLC (Allstate Insurance)
12.2012 - Current
- Implement and direct staff on budget and marketing strategies
- Develop marketing and advertising strategies to keep up with on-going industry changes
- Assess, optimize and elevate operations to target current and expected market demands
- Coordinate Daily Sales Huddles with Staff
- Collaborate with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability within the sales, finance, and marketing department
- Recruit, hire and train new employees, including onboarding, monitoring and assessing of individual performance
- Run and Analyze weekly / monthly reports to assess individual and team performance; communicate areas requiring improvement and hold staff accountable
- Deliver consistent one-on-one and group training sessions weekly to help motivate sales team to improve skills and selling techniques
Independent Agency Owner
Northeast Insurance Outlet, LLC
08.2010 - 12.2012
- Developed a business plan , and built a new agency from ground up.
- Successfully led key projects which resulted in the agency achieving $1mm in first year premium
- Hired staff, trained and motivated sales team to hit monthly sales goals.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
Agency Owner
Quality Insurance Group, LLC (Allstate Insurance)
12.1998 - 08.2010
- Created business plan, built agency from ground up to achieve $1.7MM in earned premium
- Consistently met quarterly sales and revenue objectives
- Hired, trained, supervised sales support staff, while fostering a positive and productive work environment
- Developed and implemented on-going marketing strategies
- Conducted annual reviews of existing policies to update information
- Identified and solicited sales prospects in agency databases
- Performed and held staff accountable for high level of customer service and client retention
Education
Bachelor of Science - Business/ Insurance
Penn State University
State College, PA Skills
- Business Development
- Account Prospecting & Growth
- Sales Forecasting
- Sales Training & Leadership
- Strong Analytical Skills
- Microsoft Office (Word, Excel, Powerpoint)
- Market & Competitive Analysis
- Self-Motivated
- Highly organized
- Team Management
- Ability to work in a fast paced / high-pressure environment
- Strong verbal and written communication skills
Timeline
Sales Manager
McDyer Insurance Agency, LLC (Allstate Insurance)
12.2012 - Current
Independent Agency Owner
Northeast Insurance Outlet, LLC
08.2010 - 12.2012
Agency Owner
Quality Insurance Group, LLC (Allstate Insurance)
12.1998 - 08.2010
Bachelor of Science - Business/ Insurance
Penn State University
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