Summary
Overview
Work History
Education
Skills
Love the outdoors, camping, kayaking
Timeline
Generic

Sheryl Black

Summary

Dynamic leader with a proven track record at Policygenius/Zinnia, enhancing sales team performance and efficiency through expert data analysis using Tableau and targeted coaching. Skilled in sales strategy and stakeholder reporting, I excel in fostering high-performing teams and driving profitability. Known for exceptional communication and problem-solving abilities, consistently exceeding sales targets.

Overview

12
12
years of professional experience

Work History

Sales Team Lead

Policygenius/Zinnia
10.2020 - 10.2024


  • Used systems like Tableau, WFO/Five 9 and others to analyze data daily to identify trends and opportunity areas within the business to increase profitability, efficiency, as well as for coaching agents to their KPI metrics.
  • Collaborated with cross-functional teams to develop comprehensive sales plans that aligned with overall company objectives.
  • Communicated with stakeholders on headwinds, green shoots and action plans.
  • Streamlined reporting procedures for improved efficiency in tracking team performance metrics against set goals And for quarterly evaluations.
  • Developed high-performing sales teams through regular coaching sessions, skill development workshops, and performance evaluations.
  • Prepared slide presentations for weekly and monthly meetings, and given well communicated business updates.
  • Helped successfully launch B2B partnership program and responsible for determining "what good looked like" for setting KPI's.

Office Manager

Allstate (Kim Rouse Agency)
03.2019 - 09.2020
  • Sold personal lines products like home,auto, umbrella along with life upsells.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls, email, and in office visits.
  • Assisted with interviews and onboarding of new hires and weekly meetings to further education and strengthen sales skills
  • Networked to build long lasting partnerships and referral programs.

Senior Sales Agent

Tranzact Insurance Solutions
07.2012 - 07.2017
  • Helped launch autoinsurance.com, a quoting comparative site to assist clients on the best product suitable to their needs among the multiple carriers in our marketplace.
  • Utilized CRM software effectively for tracking leads, managing client information, and facilitating timely follow-ups with prospects.
  • Achieved top-ranking status among peers consistently by exceeding sales targets month after month.
  • Up-sold and cross-sold products effectively, driving sales and increasing revenue.
  • Piloted new system rollouts to provide feedback to stakeholders involved for successful launches.

Education

High School Diploma -

Northwest Cabarrus High School
Concord
05-2002

Skills

  • Performance management
  • Interviewing/onboarding
  • Coaching and development
  • Sales strategy
  • Stakeholder reporting
  • Problem-Solver
  • Detailed oriented
  • Excellent communicator
  • Organized & self motivated
  • Product/industry knowledge
  • Tableau, Ezlynx, Five9, Salesforce, Umbrella, Google docs/sheets/slides, Excel, Clearvue, Gong

Love the outdoors, camping, kayaking

In my free time I enjoy camping with friends and family, being on the water kayaking. Anything outdoors!

Timeline

Sales Team Lead

Policygenius/Zinnia
10.2020 - 10.2024

Office Manager

Allstate (Kim Rouse Agency)
03.2019 - 09.2020

Senior Sales Agent

Tranzact Insurance Solutions
07.2012 - 07.2017

High School Diploma -

Northwest Cabarrus High School

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Sheryl Black