Travis Drake
Sachse,TX
Summary
Hardworking licensed Insurance Broker with experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Overview
12
12
years of professional experience
Work History
Senior Sales Account Executive
Sana Benefits
03.2021 - Current
- Prospected for new business by obtaining client referrals, making cold calls and engaging in business-building strategies.
- Adhered to legal requirements and agency and industry regulations in selling insurance policies.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Cultivated mutually beneficial client relationships through telephone calls and meetings.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Operations Manager
TC4 Hospitality Company
05.2019 - 02.2021
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
Multi-Unit Operation Manager
Delaware North
10.2017 - 05.2019
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Director of Operations
Old School Bar And Grill
10.2011 - 10.2017
- Oversaw day-to-day production activities in accordance with business objectives.
- Developed systems and procedures to improve operational quality and team efficiency.
- Collaborated with senior management to develop and execute long-term corporate goals and objectives.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Monitored budget and utilized operational resources.
Education
Bachelor of Arts -
Texas State University
San Marcos, TX05.2010
Skills
- New Business Development
- Vendor Management
- Performance Management
- Sales Tracking
- Advanced SalesforceCom User
- Sales Presentations
- Prospecting Skills
- KPI Tracking
- Account Management
- Sales Team Training
- Bilingual in Spanish
Timeline
Senior Sales Account Executive
Sana Benefits
03.2021 - Current
Operations Manager
TC4 Hospitality Company
05.2019 - 02.2021
Multi-Unit Operation Manager
Delaware North
10.2017 - 05.2019
Director of Operations
Old School Bar And Grill
10.2011 - 10.2017
Bachelor of Arts -
Texas State University
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