Summary
Overview
Work History
Skills
Skillsandlicenses
Timeline
Trina Townsend

Trina Townsend

Milton,WI

Summary

Organized Account Executive with nearly 30 years of experience working with personal and commercial health, life, disability, and property accounts. Resourceful professional with distinct understanding of the insurance industry and commitment to increasing sales for maximum company revenue who is known for excellent customer service and great salesmanship. Proven history of resolving customer concerns with kindness and professionalism through conflict resolution, solutions-oriented problem solving and a track record of increasing sales and revenue through excellent relationship-building skills, consistent follow-through with customers and exceptional negotiation skills. Goal-oriented professional capable of working independently as well as collaboratively in service before, during and after the sale through hands-on attention to customer needs, strong follow-through, expert account management and extensive knowledge of the available offerings. Experience in delivering creative, client-focused solutions and managing multiple projects simultaneously by way of excellent critical thinking, problem-solving and communication skills.

Overview

34
34
years of professional experience

Work History

Owner

Townsends Rite Choice Insurance
06.2012 - Current
  • Established and administered annual budgets with effective controls to support sustainability and growth objectives
  • Established, optimized and enforced business policies to maintain consistency and high-quality standards across insurance operations
  • Recruited, hired, trained personnel for key internal functions and outlined scope of positions for a new and growing business
  • Created, deployed and monitored processes to boost long-term business success, continual growth and increased profit levels
  • Used knowledge of market trends to create value-added solutions resulting in increased revenue
  • Managed day-to-day business operations including accounting, finance, HR, marketing and public relations
  • Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development
  • Managed key accounts, including developing sales presentations and promotion initiatives to increase product sales and brand awareness

Account Executive

Bayland Insurance
01.2019 - 03.2020
  • Implemented sales and marketing strategies to increase revenue and customer satisfaction
  • Conducted educational presentations on products and specific features at prospect and client locations as well as special events
  • Interacted with challenging accounts, helping to build trust while boosting both retention and revenue opportunities
  • Maintained routine communication and set up appointments with clients to assess overall satisfaction, resolve concerns and promote new offerings
  • Followed-up with new clients after completed sales to evaluate satisfaction and determine immediate service and account management needs

Regional Sales Manager

AGA
03.2020 - 09.2024
  • Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
  • Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
  • Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
  • Developed a successful sales team through rigorous coaching, performance management, and ongoing training.
  • Organized regular sales meetings, providing comprehensive updates on market trends, competitor analysis, and new product developments.
  • Generated detailed sales reports and forecasts to analyze performance and track progress.
  • Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
  • Exceeded quarterly sales targets consistently by leveraging extensive product knowledge and effective selling techniques.
  • Developed and maintained positive relationships with clients in assigned sales territories.
  • Conducted product demonstrations and presentations to potential clients to capture more sales.
  • Finalized sales contracts with high-value customers.
  • Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
  • Streamlined sales processes to improve efficiency, resulting in increased productivity and overall revenue growth.
  • Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
  • Ensured customer satisfaction by addressing inquiries promptly, resolving issues, and providing exceptional service.
  • Mentored new hires on best practices for building rapport with clients, ultimately contributing to a higher retention rate of customers within the territory.
  • Implemented innovative sales strategies that successfully penetrated new markets, boosting regional brand recognition.
  • Executed successful promotional events and trade shows.
  • Executed successful marketing campaigns to generate new business and expand customer base.
  • Enhanced overall customer experience by conducting regular account reviews, ensuring alignment with client objectives and company offerings.
  • Attended industry conferences and tradeshows to stay up-to-date with market trends and customer needs.
  • Analyzed competitor offerings to devise targeted sales pitches, effectively differentiating our products from competitors in the marketplace.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Managed accounts to retain existing relationships and grow share of business.
  • Implemented systems and procedures to increase sales.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Office Manager

American Family Insurance
01.1991 - 06.2012
  • Oversaw office inventory including ordering, requisitions, receiving and stocking
  • Provided complete meeting support including material preparation, scheduling and meeting takeaways and follow-ups
  • Responsible for complete Human Resources functions for customer service staff and new agents including hiring, training and professional development, establishment and monitoring of goals, performance reviews, administration of staff wages, and payroll
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
  • Liaised with clients and staff regarding inquiries, appointments requests, itinerary coordination, incoming business and billing questions
  • Performed billing, collection and reporting functions for accounts and solved problems in a timely, efficient manner to ensure customer satisfaction

Skills

  • Licensed agent in Wisconsin for Property
  • Casualty
  • Life
  • Health
  • Disability
  • Account management
  • Servicing
  • Client support
  • Prospect and client presentations
  • Strategic sales and marketing
  • Needs assessment
  • Forecast preparation
  • Business development
  • Planning
  • Relationship building
  • Management
  • Strategy development
  • Implementation
  • Written communications
  • Verbal communications

Skillsandlicenses

  • Licensed agent in Wisconsin for Property, Casualty, Life, Health and Disability
  • Account management, servicing and client support
  • Prospect and client presentations
  • Strategic sales and marketing
  • Needs assessment and forecast preparation
  • Business development and planning
  • Relationship building and management
  • Strategy development and implementation
  • Written and verbal communications

Timeline

Regional Sales Manager - AGA
03.2020 - 09.2024
Account Executive - Bayland Insurance
01.2019 - 03.2020
Owner - Townsends Rite Choice Insurance
06.2012 - Current
Office Manager - American Family Insurance
01.1991 - 06.2012

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Trina Townsend