Summary
Overview
Work History
Education
Skills
Certification
Leadership Experience
Military Service
Timeline
background-images

STEVEN HERDENER

Summary

A sales professional and nationally awarded sales Team leader with extensive experience at Liberty Mutual Insurance, specializing in sales strategy and customer engagement in an inbound sales environment. Proven ability to drive performance and achieve top-tier rankings while coaching teams to excel. Expertise in needs assessment and executing same-day sales and first call closes, utilizing critical thinking to enhance profitability and foster strong client relationships, resulting in low customer churn, low employee turnover, and highly developed and successful sales personnel.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Principled True Stage Sales Agent Inbound Licensed specializing in high-touch states

Liberty Mutual Insurance
01.2024 - Current
  • I sell inbound call clients with a focus on Home/Auto/Personal liability policies. Specialty lines are also included, such as boats, RVs, and motorcycles.
  • I follow up as needed with outbound calls to close new business.
  • Responsible for meeting and exceeding sales goals.
  • I am ranked within the top 20 percent of my peers.
  • Analyzed sales capacities based on bolt system parameters and reviewed all options available through Liberty Mutual's partner carrier system (Bolt), which has 18-plus carrier options available. I am appointed with many partner carriers currently, these carriers are Progressive, Travelers, Stillwater, Farmers- Dba Bristol West, Allstate – Dba -National General, and many others
  • Daily, I use excellent verbal skills to engage customers in conversation and effectively determine their needs and requirements.
  • Increase profitability and revenue by identifying customer needs and determining appropriate offerings.
  • Continuously, I meet sales goals via strategic processes, and I use critical thinking to ensure that I place customers with the proper carrier within our partner channels

Senior Sales Advisor Supervisor

Liberty Mutual Insurance
06.2022 - 01.2024
  • I communicate clearly and provide supportive feedback
  • I empower my virtual team through skill development and Huddles, and this technique empowers trust and team building
  • I lead by example and set a clear, achievable vision for growth in sales and development for my Team
  • I was viewed by senior leaders as people-oriented and results-oriented and a leader that executed thoroughly.
  • I displayed the ability to drive performance over a long period within my team.
  • EOY- Supervisor awarded Direct Sales Supervisor, ACT Divisional Winner.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Exceeded sales targets consistently by utilizing strong prospecting and closing skills.

Sales Development Specialist

Liberty Mutual Insurance
11.2021 - 06.2022
  • I, as a top Sales development specialist, was tasked with developing new hire training, and this entailed developing a curriculum as well as hands-on training for an inbound and outbound new hire.
  • I modeled the best practices and instructed them in a classroom setting and real-world application.
  • Using my knowledge, ability to motivate, and effective training have been able to place many agents with their teams and set them up for success by clearly communicating what is expected and how to perform the role as needed with Liberty Mutual.
  • Collaborated closely with cross-functional teams such as account management, product development, and support services to ensure seamless client experiences.
  • Increased sales leads by implementing targeted outreach strategies and customized marketing materials.

Test Kitchen Advisor

Liberty Mutual Insurance
01.2019 - 11.2021
  • Promoted to the Orlando DRC Test Kitchen Team/Innovation Group.
  • I have participated in numerous pilots as well as successfully coached 7 Inbound ISAs with a focus on cross-sale and its positive influence upon other metrics.
  • I was selected to participate 10/2019 for the EPIC council cross site exchange to Liberty Mutual Plano TX Campus.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.

Inbound Sales Advisor

Liberty Mutual Insurance
05.2016 - 01.2019
  • Responsible for meeting and exceeding inbound sales goals.
  • I was selected in December 2017 to participate in a design concept Sprint project at Liberty Mutual Corporate headquarters in Boston, MA.
  • This project resulted in a new pilot that was launched in the Orlando DRC test kitchen in January 2018, and I was the designated point of contact.
  • Utilized CRM software for effective lead management, ensuring timely follow-up with prospective customers.
  • Proactively identified opportunities for cross-selling and upselling to maximize revenue generation per transaction.
  • Demonstrated adaptability by quickly learning new products, technologies, and sales strategies as required.

Business Inside Sales Account Manager

Sprint-T-Mobile
01.2010 - 05.2016
  • Managed a base of 450 business accounts
  • Provided excellent service for new and existing Sprint customers
  • Provide a variety of M2M solutions to grow company profits. Displayed working product knowledge when selling new accounts and products over the phone
  • Managed billing and technical issues, i.e., Overage reports, network issues
  • Assisted the manager with training new employees and organizing daily work schedules
  • Utilized the Online Sprint customer service network and over-the-phone contact to troubleshoot and connect customer accounts
  • Cold Contacted new business and personal accounts over the phone
  • Manage my base of accounts at the same time, and grow my base of accounts to obtain new opportunities
  • I exceeded my sales goals every month and acted as a SME in my manager's absence.

Education

Reid Ross Senior High
Fayetteville, NC

Skills

  • Sales performance analysis
  • Customer engagement
  • Needs assessment expertise

Certification

  • Liberty Lead Phase 1 Program Completed
  • Liberty Lead Phase 2 Program Completed

Leadership Experience

ACT SUPERVISOR, Awarded Direct Sales Team - 2023

Military Service

US Army 82 ND Airborne Division

Timeline

Principled True Stage Sales Agent Inbound Licensed specializing in high-touch states

Liberty Mutual Insurance
01.2024 - Current

Senior Sales Advisor Supervisor

Liberty Mutual Insurance
06.2022 - 01.2024

Sales Development Specialist

Liberty Mutual Insurance
11.2021 - 06.2022

Test Kitchen Advisor

Liberty Mutual Insurance
01.2019 - 11.2021

Inbound Sales Advisor

Liberty Mutual Insurance
05.2016 - 01.2019

Business Inside Sales Account Manager

Sprint-T-Mobile
01.2010 - 05.2016

Reid Ross Senior High
STEVEN HERDENER