Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Timothy Munnelly

Harleysville,PA

Summary

Seeking a challenging position utilizing my thirty four years of service-oriented sales and management experience. Delivers excellent client services while building and maintaining client relationships. Provide senior leadership and internal stakeholders with updates and status reports. Strong people management skills coach, lead and develop employees.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Inside Sales Representative

Ideal Concepts, Inc
10.2023 - Current
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for up selling and cross selling.
  • Streamlined sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless followup.
  • Conducted weekly review meetings with fellow Inside Sales Representatives to share insights and collaborate on strategies for improvement.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Maintained current knowledge of evolving changes in marketplace.

Client Manager II

GeoBlue
09.2011 - 04.2023
  • Presented product recommendations to senior management in client strategy sessions.
  • Provide client services for designated clients
  • Book of Business to primarily be composed of large groups
  • Working with Underwriting, prepare all renewal submissions, complete benefit, and rate comparison, and communicate strategies with the client
  • Provide strategic direction for each account to support client objectives
  • Stay abreast of markets, products, and competitiveness.
  • Act as liaison between the client and company to resolve all normal service issues regarding billing, claims, eligibility, and other client service issues
  • Update Salesforce.com CRM information during the renewal process
  • Promote the company's service standards and ensure a high existing customer retention rate
  • Promote additional products
  • Develop strong relationships with assigned accounts and brokers.
  • Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.

Account Executive

O'NEILL CONSULTING CORPORATION
10.2005 - 08.2011
  • Contact and build a new client base
  • Visit new and existing clients to propose all product lines
  • Extensive knowledge of major carriers plan designs and case installations.

Sales Manager/Sales Recruiter/Sales Recruiter & Trainer

RCN CORPORATION
12.1999 - 06.2005
  • Managed a sales team of twenty-five employees
  • Achieved 130% team production
  • Coordinated local events to develop business relations and affinity groups to increase sales
  • Exceeded monthly quota for new hires
  • Successfully trained over twenty sales representatives and developed a sales training manual
  • Top producing sales representative reaching 125% production
  • Launched Philadelphia market.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Facilitated cross-functional communication between sales, marketing, and product development teams to ensure cohesive efforts towards shared goals.

Education

BS in Business Administration Management -

California University of Pennsylvania
05.1989

Skills

  • Client Services
  • Financial Acumen
  • Special Projects
  • Strategy Development
  • Client Base Retention
  • Relationship Building
  • CRM Software Proficiency
  • Business Analytics
  • Networking Events
  • Product Knowledge

Certification

  • Pennsylvania Licensed Producer for Life, Accident and Health Insurance
  • FINRA Series 6 & 63

Timeline

Inside Sales Representative

Ideal Concepts, Inc
10.2023 - Current

Client Manager II

GeoBlue
09.2011 - 04.2023

Account Executive

O'NEILL CONSULTING CORPORATION
10.2005 - 08.2011

Sales Manager/Sales Recruiter/Sales Recruiter & Trainer

RCN CORPORATION
12.1999 - 06.2005

BS in Business Administration Management -

California University of Pennsylvania
Timothy Munnelly