Tom C. Harris
Customer Service
St. Paul,,MN
Summary
Experienced in life insurance policies and client relationship management. Adept at guiding clients through complex decision-making processes and boosting policy sales. Skilled in risk assessment, strategic planning, policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Proven track record of effective risk assessment and customer relationship management.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Licensed health, and life insurance agent
ARIS Group
01.2011 - 02.2022
- Company Overview: Supplemental employee benefit agency.
- New business development by referral and cold calling
- Participated in training sessions to enhance product knowledge and sales techniques consistently.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Developed personalized insurance plans based on client needs and financial goals.
- Educated clients on policy options, benefits, and coverage details to ensure informed decisions.
- Conducted needs assessments to identify suitable life insurance products for diverse clientele.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
Licensed health, and life insurance agent
Aflac
05.2007 - 05.2011
- Company Overview: Supplemental employee benefits
- Developed personalized insurance plans based on client needs and financial goals.
- Educated clients on policy options, benefits, and coverage details to ensure informed decisions.
- Conducted needs assessments to identify suitable life insurance products for diverse clientele.
- Processed policy applications efficiently, ensuring compliance with industry regulations and standards.
- Built strong client relationships through excellent customer service and ongoing support.
- Collaborated with underwriting teams to expedite approval processes for new policies.
- Researched market trends to provide clients with competitive product recommendations.
VP of Sales
Star Exhibits and Environments
01.2010 - 04.2011
- Company Overview: Trade shows in corporate headquarter office environments
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Prepared sales presentations for clients showing success and credibility of products.
- Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
- Increased company revenue by implementing strategic sales plans and targeting key market segments.
- Collaborated with cross-functional teams to align marketing efforts with sales initiatives.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Managed accounts to retain existing relationships and grow share of business.
Director of Sales and Marketing
National Theater for Children (NTC)
06.2009 - 08.2010
- Company Overview: Live educational theater troupe tours to perform regional and national company sponsorships for school children ages 6 to 18.
- Created and directed PR, marketing and sales plan targeting national companies for sponsorships.
- Developed and implemented targeted marketing strategies to enhance brand visibility and customer engagement.
- Optimized digital marketing efforts through SEO improvements, PPC campaigns, email marketing initiatives, resulting in increased web traffic and lead generation.
- Prepared sales presentations for clients showing success and credibility of sponsorships with live theater troupes showcasing "good for you" messaging to school children.
- Increased sales volume and expanded product line to new retailers, manufactures and food packaging producers.
Founder/Owner/ Sales
730 Creative Advertising Agency
05.1983 - 07.2008
- Company Overview: Full service advertising agency specializing in brand development, print collateral, corporate websites, brokering print.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Created organization's mission and vision statements for use by employees.
- Primary responsibility - new business. Developed innovative sales and marketing strategies to facilitate business expansion.
- Led the strategic planning process to define business goals and ensure alignment across all departments.
- Established operational workflows that improved efficiency and reduced project turnaround times.
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Developed creative advertising strategies to enhance brand visibility for diverse clients.
- Built a positive organizational culture that fostered creativity, innovation, and employee engagement.
- Championed continuous improvement efforts within the organization, streamlining operations for increased efficiency.
- Landed prospects, produced case analysis, presented and sold advertising campaigns to regional Fortune 500 corporations
- Negotiated favorable contracts with suppliers, reducing costs while maintaining product quality.
- Developed strong partnerships with key industry players, contributing to an increased market presence.
- Bolstered company reputation and trust by maintaining high ethical standards and transparency in all dealings.
- Drove revenue growth with targeted sales initiatives, understanding and leveraging market trends effectively.
- Enhanced customer satisfaction, providing exceptional service and promptly addressing inquiries and concerns.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Initiated strategy to drive company growth and increase market share and profitability.
- Represented organization at industry conferences and events.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed client relationships, ensuring alignment with project objectives and timelines.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Developed and implemented strategic plans for revenue growth, focusing on diversification and market expansion.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Sample clients; 3M, Honeywell, Pillsbury, Northwest Bell, First Bank, Norwest Bank, Carmichael-Lynch Advertising, Oshkosh B'Gosh, American Medical, General Mills, State of Minnesota Tourism, Dayton's, National Car Rental, Control Data, and more.
Education
Bachelor of Science - Political Science - GPA 3.5
Lincoln University
Lincoln University, PA05-1972
Skills
- Proficient in insurance product sales
- Needs analysis
- Proficient networker
- Targeted lead generation
- Customer relationship development
- Training for new agents
- Client relationship management
- Efficient appointment management
- Client support education
- Effective communication skills
Accomplishments
- Supervised team of 25 staff members.
- Achieved Aflac Coordinator position by completing coordinating training with accuracy and efficiency.
- Achieved enrollment 100% enrollment participation through effectively helping with pre-enrollment preparation.
- Collaborated with team of 4 in the development of company paid employee health and life benefits.
Certification
- Health and Life Insurance License - 15 years
- Health and Life, Sircon - 2007 - 2022
- Certified Health and Life Insurance, Sircon - 2007 - 2022
- Licensed Insurance Agent - 2007 - 2022
Multiple sales awards
Aflac - Multiple sales awards - 2007 - 2011
Entrepreneur of the Year 1995 - Metropolitan Economic Development Association
Languages
English
Full Professional
Timeline
Licensed health, and life insurance agent
ARIS Group
01.2011 - 02.2022
VP of Sales
Star Exhibits and Environments
01.2010 - 04.2011
Director of Sales and Marketing
National Theater for Children (NTC)
06.2009 - 08.2010
Licensed health, and life insurance agent
Aflac
05.2007 - 05.2011
Founder/Owner/ Sales
730 Creative Advertising Agency
05.1983 - 07.2008
Bachelor of Science - Political Science - GPA 3.5
Lincoln University
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