Goal-driven Agency Owner offering 3 years of experience generating business, acquiring customers and meeting demanding sales objectives. Knowledgeable about personal lines, commercial products and financial services.
Overview
3
3
years of professional experience
Work History
Insurance Agency Owner
Stevin Lipp Financial Services Inc.
2022.04 - Current
Promoted sales growth of insurance and financial service products by implementing a referral program and using a CRM effectively.
Designed strategic marketing and advertising campaigns to enhance agency development in market.
Managed budgeting, purchasing and payroll and delivered pertinent reports to board.
Developed and implemented successful business plans focused on cost-effective service delivery and revenue development.
Head Varsity Boys Basketball Coach
Breckenridge High School
2020.10 - 2022.04
Increased overall team proficiency by using educational drills and activities.
Prepared athletes for special competitions and tournaments.
Developed team strategy based on knowledge of fundamentals, team member skills and competition statistics.
Organized and led practices and scrimmages to increase competitive attitude and skills.
Account Manager, Inside Sales
State Farm-Todd Vanyo
2020.01 - 2021.10
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Liaised between account holders and various departments.
Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.