Results-driven Business Management and Marketing Professional with over 30 years of experience. Cultivated strong client relationships and implemented innovative strategies that enhanced operational effectiveness and drove growth. Developed strategic business plans and efficient processes that improved client retention and engagement.
Work History
Owner
36 Years 9 Months
Lomax & Associates of N. C. Inc | 1989.11 - Current
Implemented innovative marketing strategies that expanded client base and increased brand visibility.
Developed strategic business plans to enhance operational efficiency and maximize profitability.
Managed financial forecasting, budgeting, and reporting to ensure sustainable growth and resource allocation.
Cultivated strong relationships with clients, enhancing customer satisfaction and retention rates.
Managed day-to-day business operations.
Developed and maintained strong relationships with 100+ clients, resulting in repeat business and referrals.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Authorized Channel Partner
9 Years 10 Months
Lyons HR PEO | 2014.06 - 2024.04
Cultivated strategic partnerships to enhance service offerings and client satisfaction.
Implemented best practices in partner onboarding processes, improving efficiency and engagement levels.
Developed comprehensive training programs for new channel partners to ensure alignment with organizational standards.
Analyzed market trends to identify growth opportunities and recommend actionable strategies.
Coordinated cross-functional teams to streamline communication and project execution among partners.
Built relationships with customers and community to promote long-term business growth.
Coordinated enrollment teams for New and Existing PEO Clients.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Contributed to team objectives in a fast-paced environment.
Developed strategic partnerships to enhance service offerings and client satisfaction.
Small Business Owner
12 Years 11 Months
The Benefits Agency, Inc. | 2008.01 - 2020.12
Developed comprehensive business strategies to enhance service offerings and client engagement.
Oversaw daily operations, ensuring compliance with industry regulations and standards.
Managed financial records and budgeting processes to optimize resource allocation.
Cultivated partnerships with local businesses to expand customer base and referral networks.
Negotiated implemented sale of TBA to One Digital
Senior Account Executive
3 Years 5 Months
One Digital Benefits | 2017.07 - 2020.12
Developed and executed strategic account plans to enhance client relationships and drive revenue growth.
Led cross-functional teams in delivering customized employee benefits solutions tailored to client needs.
Delivered presentations to C-suite executives, effectively communicating complex benefits solutions and value propositions.
Managed key client accounts, ensuring alignment with strategic goals and fostering long-term partnerships.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
Developed new business opportunities for company growth through effective networking and client presentations.
Sold new products and services and developed new accounts to maximize revenue potential.
Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
Maintained current knowledge of evolving changes in the marketplace.
Contributed to event marketing, sales and brand promotion.
Education
No Degree - Textile Management
Wingate University | Wingate, NC | 1977-12
Bachelor of Science - Textile Management
North Carolina State University | Raleigh, NC | 1981-08