Results-oriented sales leader with a passion for driving business growth. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team. A strategic leader adept at building and nurturing high-performing teams, forging strong relationships with key stakeholders, and developing innovative strategies that consistently exceed targets. Skilled in leveraging deep industry knowledge, market insights, and a robust professional network to identify and capitalize on emerging opportunities, resulting in sustained business expansion and profitability.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Commercial Insurance Agent
Got Coverage Inc
St Augustine, Florida
10.2023 - Current
Utilized expertise in insurance products to gather necessary information for carrier applications.
Conducted detailed research of the commercial insurance market to identify competitive policies and rates.
Advised customers on risk management strategies to minimize potential losses.
Achieved high levels of customer satisfaction by assisting clients in achieving their financial targets and suggesting methods to decrease upcoming expenses.
Processed policy renewals, cancellations, and endorsements in a timely manner.
Collaborated with underwriters to negotiate coverage terms on behalf of clients.
Participated in trade shows and conferences related to the commercial insurance industry.
Commercial Insurance Agent
Southwestern Insurance Services
Florida, Remote
10.2020 - 10.2023
Quoted and managed new and renewal policies for a diverse range of commercial insurance products, including auto, homeowner, commercial auto, motorcycle, and recreational vehicle policies, ensuring comprehensive coverage tailored to individual client needs.
Reviewed existing policies for accuracy and compliance with state laws.
Developed marketing materials such as brochures, flyers, and emails aimed at promoting new products or services.
Utilized strong analytical skills to analyze market trends and maintain up-to-date knowledge of industry changes, trends and regulations.
Focused on client satisfaction, assisting clients in purchasing commercial policies that met their specific needs, fostering long-term client relationships and loyalty.
Analyzed claims data to assess potential liability exposure for businesses.
Director of Client Relations
CRDN of North Florida
Jacksonville, Florida
06.2020 - 04.2023
Researched competitors' activities and devised impactful plans to boost market share and improve product offerings through participation in trade shows, hosting happy hours, and joining networking meetings.
Prospected and grew new agency relationships, resulting in 32% increase in territory sales and expanded market share through face-to-face visits, phone calls, and emails.
Performed quality checks on all deliverables prior to handing over the same to clients for review.
Organized events such as webinars, continuing education seminars, and conferences to promote services among potential agents and claims managers.
Established strong relationships with key stakeholders in the organization for better client service delivery.
Conducted regular meetings with clients to discuss account statuses and address any issues or concerns.
Provided guidance to team members on how to effectively communicate with clients and resolve their problems.
Sales & Account Manager
Clearstone Communications
Remote
01.2018 - 10.2020
Consistently exceeded monthly sales goals by over twenty five percent, demonstrating a strong ability to drive sales performance and meet targets.
Assisted in developing strategies for increasing brand awareness among target audiences.
Led negotiations with clients and internal stakeholders to develop and implement effective sales strategies, resulting in increased revenue and market share for our clients
Coordinated client communication as the primary contact point, while also optimizing business marketing activities to meet client needs and ensure satisfaction throughout the sales process.
Utilized strong communication and interpersonal abilities to foster long-term client relationships, resulting in high levels of client satisfaction and retention.
Prepared detailed presentations outlining features, benefits of services being sold.
Generated reports on monthly performance metrics such as number of prospects contacted, closed deals.
Sales Manager/Recruiter
Eye Care Leaders & Southland Insurance
Kansas City & Remote
01.2014 - 05.2018
Developed and executed brand strategies, enhancing brand visibility, market positioning, and consumer engagement.
Skilled in talent acquisition, recruitment, and team leadership, with a focus on building high-performing sales and marketing teams through effective training, mentoring, and performance management.
Managed daily operations of sales department, including supervision of staff members.
Successfully oversaw the organization of 6 yearly trade shows, resulting in increased leads and enhanced brand exposure.
Demonstrated strong negotiation and communication abilities through successful deal closures, partnership development, and cross-functional collaboration.
Formulated targeted sales and marketing initiatives based on analysis of market trends, consumer behavior, and the competitive landscape.
Created and presented monthly reports to management on sales performance.
Collaborated with marketing team to create promotional materials for target customers.
Analyzed data to identify trends in customer behavior and develop plans accordingly.
Implemented process changes to streamline sales department workflow.
Insurance Agent
State Farm
Omaha, Nebraska
01.2009 - 12.2013
Managed day to day operations including sales of multiple insurance lines, including life, health, property, and casualty, ensuring comprehensive client coverage.
Educated customers on the importance of maintaining adequate insurance coverage.
Generated reports detailing sales activities, client interactions, and progress towards goals.
Expert in policy analysis and risk assessment, providing tailored insurance solutions that meet individual and business needs.
Skilled in regulatory compliance and documentation, ensuring all client interactions and transactions adhere to state and federal insurance laws.