Timothy Alford
Raleigh,NC
Summary
Entrepreneur-minded self-starter with exceptional knowledge in the sales, P& C, A/H, and Life insurance, real estate, consumer finance, and marketing industry. I put forth a professional image both in appearance and in mannerisms to ensure both potential customers and business associates a balance of professionalism and courtesy. Effective leader and problem-solver which excels at streamlining operations to decrease costs and promote organizational efficiency. Offering hardworking mentality and history of success coordinating and monitoring operations across various departments. Highly committed to ensuring quality of services and products.
Overview
18
18
years of professional experience
Work History
Sales Team Lead
Steadily
08.2021 - Current
- First million dollar producer for Steadily
- Averaged over $100k net premium monthly throughout my tenure
- Achieved top performer status within the company due to consistent high production numbers.
- #1 Overall producer in 2022
- #1 MGA Producer 2021, 2022 and 2023
- Over $1m in premium produced in both 2022 and 2023 on target for 2024 as well
- Assisted leadership/ownership in product and process implementation through my tenure
- Assisted in increasing sales revenue as a start up producing under $300k (2021) per month to a $4-5m per month direct sales team (Current)
- Maintained a 85% retention rate throughout my tenure
- Trained and mentored veteran sales agents.
- Secured key partnerships with industry influencers, leading to increased product exposure and market penetration.
- Maintained multi million dollar referral partnerships with influencers such as Pace Morby
- Increased sales revenue by consistently meeting and exceeding personal sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
Agency Owner
Alford Insurance Group
01.2018 - 08.2021
- Designed strategic marketing and advertising campaigns to enhance agency development in market
- Oversaw day-to-day production and growth of agency per year through consistent supervision, dedicated partnerships and marketing
- Supervised all agency activities to promote proper planning, coordination and organization
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value
- Developed and maintained long-term relationships with policyholder's and small business entities
- Maintained high standards of customer service by building relationships with clients
- Approached potential clients by using direct marketing techniques, including mailings and social media
- Obtained underwriting approval by completing application for coverage
- Reviewed stop-loss reporting to customer accounts and ensured compliance with policies and procedures for release of information
- Doubled agency growth in 2019 utilizing personal and commercial insurance products across North and South Carolina
- Increased agency revenue by implementing strategic marketing campaigns and innovative sales techniques.
- Expanded client base through effective networking, relationship management, and referrals.
Agent / Sales Rep II
Liberty Mutual Insurance
10.2011 - 01.2018
- Responsible for individual production goals on weekly, monthly, quarterly and annual basis
- Consistently produced average of $300k -$350k premium in personal lines products
- 6 year tenure with book of business nearing $2,000,000 in premium renewals
- Maintained this production utilizing many avenues such as social media presence and marketing
- Negotiated and set up BMW, Mercedes Benz and Audi OEM programs within dealerships across NC
- Maintained 90% retention rate annual average across my tenure
- Operated within company compliance guidelines
- Closed average of 7 new sales per week with closing ratio of 36-42% average across my tenure
- Identified and solicited sales prospects in agency databases
- Evaluated leads obtained through direct referrals, lead databases and cold calling
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Met with prospective customers and business owners in their homes, businesses and as well as in office setting
- Conducted annual reviews of existing policies to update information
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
Producer / Licensed agent
Allstate Insurance
12.2008 - 10.2011
- Managed Mortgage broker and Real Estate agent relationships
- Met monthly sales volume goals
- Met company standards for customer service
- Maintained 90% retention level annually
- Maintained consistent level of agency growth annually
- Established new networking sources for entire agency
- Maintained Allstate policy compliance Managing underwriting process for new business
- Identified and solicited sales prospects in agency databases
- Calculated premiums and established payment methods for sales
- Evaluated leads obtained through direct referrals, lead databases and cold calling
Captive Agent/ Outside Sales
Nationwide Insurance
05.2006 - 05.2008
- Producing new business from outside agency
- Maintaining existing client relationships
- Managing 36 local automotive dealership referral sources
- Establishing new relationships in the RTP area via networking
- Maintaining 90% retention of annual business
- Providing excellent customer service and knowledge of client needs
Skills
- Award-winning sales professional
- Property insurance
- Underwriting knowledge
- Commercial insurance sales
- Client acquisition expert
- Top-rated sales performance
- Policy coverage expert
- Salesforce knowledge
- Computer-savvy
- Prospecting
- Driven
- Results-oriented
- Social media marketing expert
- Spreadsheet management
- Coverage assessments
- Leadership
State Licenses
- Licensed in Property, Casualty and Commercial Insurance in all 50 states
- Licensed in A/H and Life in North and South Carolina
Accomplishments
- Mentored and trained a team of 13 high level sales agents .
- #1 overall producer 2022 and #1 MGA Producer 2021, 2022 and 2023
- First member of the $100k club - 2021
- First $1m annual premium producer - 2022
Timeline
Sales Team Lead
Steadily
08.2021 - Current
Agency Owner
Alford Insurance Group
01.2018 - 08.2021
Agent / Sales Rep II
Liberty Mutual Insurance
10.2011 - 01.2018
Producer / Licensed agent
Allstate Insurance
12.2008 - 10.2011
Captive Agent/ Outside Sales
Nationwide Insurance
05.2006 - 05.2008
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