Steve Shefferly
Denver,CO
Summary
Passionate Insurance Professional with 20 years experience with a concentrated focus on Customer Service and Collaboration. Successfully developing long term relationships with my clients, associates and volunteer organizations.
Specialties: Habitational | Construction | Reconstruction | Artisan Contractors | Media and Entertainment Production | Sports Leagues | Manufacturing | Automotive | Equine | Non Profit Associations
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Results-oriented Senior Account Executive with experience strengthening customer relationships and promoting company offerings. Strong active listening and persuasion skills. Adaptable and motivated by new challenges.
Overview
45
45
years of professional experience
Work History
Senior Account Executive
Stailey Insurance Corporation
11.2022 - Current
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
- 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.
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
- Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
- Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in fast-paced environment.
Sr. Account Executive
Crest Insurance Group
01.2019 - 11.2022
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
- 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.
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
- Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
- Brought in over $200,000 in annual revenue while managing multiple high-profile accounts.
- Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
- Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.
- Promoted company offerings to diverse customers with targeted and disciplined approach.
- Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
- Implemented sales strategies that consistently exceeded quarterly revenue targets.
- Developed new business opportunities for company growth through effective networking and client presentations.
- Networked at events and prospected for new customers with diverse strategies.
- Met with new customers to share product and service information, listen to needs and learn about business operations.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Streamlined internal processes to increase efficiency within the sales department, leading to quicker response times for client inquiries.
- Resolved escalated customer issues professionally, maintaining client trust while protecting company interests.
- Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
- Analyzed data to discover trends, informing market strategies, and objectives.
- Prepared documentation, finalized sales and maintained records.
- Built relationships with customers and community to promote long term business growth.
- Met existing customers to review current services and expand sales opportunities.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Negotiated prices, terms of sales and service agreements.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Maintained current knowledge of evolving changes in marketplace.
- Consulted with businesses to supply accurate product and service information.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Presented professional image consistent with company's brand values.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Stayed current on company offerings and industry trends.
- Generated & Designed proposal and training brochure for presentations.
Producer
CB Insurance
06.2019 - 07.2019
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
Vice President - Commercial Insurance Producer
Assured Partners Colorado
02.2004 - 04.2019
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Provided detailed information about company insurance products.
- Worked in high-volume, competitive sales environment.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Implemented marketing strategies to generate new leads and expand the client base.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Boosted policy sales through effective communication of product benefits and features.
- Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
- Streamlined the application process for clients, simplifying paperwork and reducing wait times for approval.
- Enhanced referral network by building strong relationships with other industry professionals such as mortgage brokers and financial advisors.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
- Delivered informative presentations at community events, raising awareness about insurance products and services offered by the agency.
- Organized office paperwork efficiently, resulting in easier access to important documents when needed.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
- Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
- Assisted colleagues in closing deals by sharing best practices for successful sales consultations.
- Negotiated favorable terms with carriers on behalf of clients, securing optimal coverage at competitive rates.
- Set up policies and completed all documentation.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Researched and identified potential new markets.
- Met with customers to provide information about available products and policies.
- Identified and solicited sales prospects in agency databases.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Designed presentations and marketing materials to promote insurance products.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Evaluated competitors' products and services to gain competitive advantage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed risk factors to recommend appropriate coverage levels.
Sr District Manager
CSK Auto
01.1980 - 01.2003
- 23 Years’ Senior Management in Retail and Automotive After Market
- Roles: Sr District Manager| District Manager | Store Manager | Asst Manager
- Responsibilities: Secure Company Profits through: Sales | Marketing | Training and Development of Employees | P&L Management | Soft Costs | Fixed Costs| Inventory Management | Staffing | Merchandising | Margin Analysis | Vendor Relationships Management | Vendor Co-ops | Warehousing Cost | Delivery Cost | Shrinkage
- Operational Functions:
- Company Wide Operations Programs I developed: Product Knowledge Bullet Point Training | Engines Sales Program | Commercial Sales Program | Related Sales Program | Store Organizational Program | Battery Testing Program | Merchandise for Margin Program
- Regional Programs: Greeting for Service | Inventory Turns | Related Sales Contest | Mystery Shopper Program | Outside Service Program | Inventory Check-in Procedures | Cold Call Program | Delivery Service
- Notable Awards: Highest Profit District | Highest Sales District | Highest Dollar Average District | Highest Related Sales District | Highest Engines Sales District | Highest Commercial Sales District
- Employee Development: Highest Diversity in the Colorado Region | Promoted3 Regional VP’s from the District |8 District Managers |5 Commercial District Managers |5 Human Resources Managers |5 Trainers |3 Loss Prevention |100+ Managers | Achieved highest numbers in the Region
- Corporate Advisory Committees: Operations | Merchandising | Distribution | Loss Prevention | Human Resources
- Expanded market share within the territory through targeted outreach efforts and strategic partnerships.
- Delivered exceptional customer service by fostering strong relationships with key clients and addressing concerns proactively.
- Boosted team performance by implementing strategic management and coaching techniques.
- Spearheaded local charitable endeavors on behalf of the organization which further cultivated a positive public image.
- Implemented innovative marketing campaigns to increase brand awareness and drive sales growth within the region.
- Addressed employee conflicts effectively, promoting a positive work culture that fostered collaboration and teamwork among staff members.
- Launched new product lines successfully by leading comprehensive training initiatives for team members across the district.
- Exceeded revenue goals consistently using data-driven decision-making processes to identify growth opportunities within the district.
- Collaborated with cross-functional teams to optimize operations, streamline processes, and enhance overall business performance.
- Ensured strict compliance with company policies, procedures, and ethical standards at all district locations by providing ongoing training and support for employees.
- Oversaw successful implementation of company-wide initiatives at the regional level by ensuring thorough communication between headquarters'' senior staffs.
- Optimized inventory management processes to minimize waste while maintaining adequate stock levels for all locations in the district.
- Managed budgets and financial reporting for the district, ensuring profitability and fiscal responsibility.
- Reduced operational costs through continuous process improvements and efficient resource allocation.
- Mentored junior managers in leadership development programs, resulting in accelerated career progression for top talent.
- Enhanced safety standards across all locations by implementing updated protocols and conducting regular audits of facilities.
- Monitored industry trends closely to inform proactive adjustments to district strategy as needed for sustained success.
- Developed high-performing teams by providing consistent feedback, support, and training opportunities.
- Supervised various locations, enforcing high-quality standards of operation.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Defined clear targets and objectives and communicated to other team members.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Education
No Degree - Accounting
Metropolitan State University of Denver
Denver, CONo Degree - Criminal Science
Pikes Peak Community College
Colorado Springs, COSkills
- Customer Service
- Team collaboration
- Account management
- Goals and performance
- Customer service
- Staff management
- Sales coaching
- Teamwork
- Revenue generation
- Creativity
Strategic Initiatives
New Business | Retention | EBITDA Goals
Production Book
Habitational | Reconstruction | Construction | Assisted Living | Artisan Contractors | Sports | Media and Entertainment Production | Automotive | Manufacturing | Educational Institutions
Additional Functions
- Mentor, Train and Develop Account Managers
- Provided Education for Risk Management & Safety: High Level Clients | Community Association Institute | Apartment Association of Metro Denver | City of Aurora Round Tables | City of Centennial Round Tables | Arapahoe Youth Sports | Parker Youth Sports | Home Owners Associations
- Created a Culture of Collaborative Teamwork and Exceptional Customer Service
- Associations: Community Association Institute Denver, Colorado Springs, Fort Collins & Rocky Mountain | Apartment Association of Metro Denver & Colorado Springs | BOMA | Arapahoe Youth League | Parker Youth Sports | Colorado Assisted Living Association
- Executive Board Member: Southern CAI | AYL Youth Sports | Parker Youth Sports | Ponderosa Boosters | Youth and High School Football Coach
Accomplishments
- Used Microsoft Excel to develop industry marketing and proposals currently used.
- Developed training and developmental courses for use in real estate oriented associations
- Developed current marketing submission format for last two employers
- Developed Risk Analysis Spreadsheet for last three employers. Detailing the unique information needed.
Timeline
Senior Account Executive
Stailey Insurance Corporation
11.2022 - Current
Producer
CB Insurance
06.2019 - 07.2019
Sr. Account Executive
Crest Insurance Group
01.2019 - 11.2022
Vice President - Commercial Insurance Producer
Assured Partners Colorado
02.2004 - 04.2019
Sr District Manager
CSK Auto
01.1980 - 01.2003
No Degree - Accounting
Metropolitan State University of Denver
No Degree - Criminal Science
Pikes Peak Community College
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