Field Underwriter & Licensed Life, Accident, & Health Insurance Agent
Family First Life
Philadelphia, PA
01.2023 - Current
Analyzed pricing models, assisted with managing premium policies, calculated actuarial rates following Moody's Investor rating and creditworthiness methodology.
Prioritized skill development by conducting presentations and sharing industry objectives with account managers, along with brokers through independent sales channels.
Maintained fiduciary responsibilities while meeting with individuals to assist with mitigating risk exposure, underwriting insurance policies, and performing mandatory KYC and AML diligence practices.
Business Development Associate
FacilityOne
Atlanta, GA
06.2022 - 01.2023
Drove portfolio of utilizes across the Northeastern and Midwestern U.S
Regions ranging in value from $75k to $150k ACV.
Assisted account executives with the development of SMARTPRINT demonstration strategies for work order solutions based on consumer insights which reduced operational costs by 19% while improving closing rates by 26%.
Deliberated with university faculty, superintendents, and facility/HVAC supervisors to advance the value proposition of FacilityOne's management software known as SMARTPRINT, an innovative maintenance platform that provides a comprehensive layout of the operational design of a building's floorplan and physical assets.
Familiarized cloud-based platforms such as Monday.com, Outreach, and Zoominfo for optimal client development through the usage of drip email campaigns and automated interface scheduling.
Account Development Analyst Intern
NielsenIQ
Atlanta, GA
05.2021 - 08.2021
Achieved team sales goals, contributing to a month over month (MoM) increase of 14% for top accounts whilst expanding clients' sales portfolios.
Established partnerships and rapport with upper level management representing renowned FMCG accounts from entities such as Kellog Co., AB Electrolux, and Kimberly-Clark.
Executed end-to-end sales processes using empirical analysis, including risk mitigation strategies such as credit analysis, structuring value propositions, positioning term negotiations, surveying price power, and closing the sale.
SEO Marketing Intern
ITI Digital
Savannah, GA
06.2020 - 08.2020
Utilized key data aggregated from industry insights to produce forecasts for vital metrics such as KPI, EBITDA, operating income, and client retention rates.
Facilitated all sales efforts within the established territory of the travel industry and vacation rental market, including prospect identification, lead generation, the diversification of lead flow, recycling sales funnels, pitching the main objectives of the product, and negotiating until the finalization of the sale.
Contributed to the auditing and segmentation of data implemented within the customer relationship management and SEO platforms by using cloud-based integration, eliminating excessive data, utilizing agile methodologies, and updating campaigns through email marketing and increased adspend.
Education
B.S. - Corporate Innovation & Entrepreneurship
The Pennsylvania State University
Smeal College Of Business
05.2022
Skills
Process Streamlining & Pitch Material Formulation
Revenue Generation
Trend Analysis
MS Excel & MS Office Suite Proficiency
Operational efficiency
High emotional intelligence & stern countenance with a strong focus on environmental mechanics & nuances
Profound capability in compartmentalizing & managing multiple projects & deadlines
Timeline
Field Underwriter & Licensed Life, Accident, & Health Insurance Agent