Performance-oriented Sales Leader offering exceptional record of achievement over 17-year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities. Demonstrated success in account management, sales pipeline development and customer relations. Talented at using personal and online marketing methods. Well-versed in liaising between accounts and product development to meet changing customer needs with unique offerings.
Overview
15
15
years of professional experience
Work History
National Account Manager
Verified First
07.2020 - Current
Responsible for maintaining client relationships to ensure account retention and future revenue growth
Achieve client satisfaction by cultivating partnerships with clients which includes active listening, identifying issues and recommending solutions
Managing accounts to ensure sales volume growth while maintaining a high attention to detail, displaying the ability to multitask, and pivot quickly in a fast-paced working environment
Working with clients to match products and services to their current and future hiring needs
Building strong, long-lasting client relationships with a friendly disposition, a servant-based mentality, professionalism, and trust
Conduct presentations to educate clients on products, services, and needs analysis for utilizing the company's product to ultimately close sales
Strengthened relationships with key clients by maintaining consistent communication and providing tailored solutions.
Collaborated with cross-functional teams to develop targeted marketing strategies for each national account.
Coordinated regular meetings with national accounts to review performance metrics, address concerns, and discuss potential areas of improvement.
Enhanced client retention rates by proactively addressing issues and offering exceptional customer service.
Account / Sales Manager
Enhanced Telecommunications and Data
09.2016 - 03.2020
Responsible for managing client accounts, responding to RFP's, recommending, selling and training telecommunications products, including security cameras, access control, phone network managed services, cabling, hosted systems and VoIP for corporate technology and communications systems
Maintain Executive customer relationships through mentoring and open lines of communication
Build market position by locating, developing, defining, negotiating, and closing business relationships
Monitor current technology trends
Identify, contact and build relationships with prospective customers through a combination of telephone and cold calls, networking and referrals to obtain appointments
Leverage the company CRM system to develop prospecting and sales strategy that ensures high activity and effective closing ratios
Book and facilitate the installation of new lines / bundles / services to meet established monthly quotas
Write and submit accurate orders
Design customized, cost-effective solutions for the client
Manage a territory using technology, prioritization, and time management skills
Submit pricing and pre-qualification requests reflecting the client's requirements
Maintain an updated sales database that includes all activities, partners, and opportunities
Maintain open and effective lines of communication throughout the organization to maintain a sense of teamwork, enthusiasm, pride, and quality workmanship
Capture and review any competitive intelligence gathered and proactively communicates this information to marketing
Define personal and corporate revenue objectives.
Managed a diverse portfolio of accounts across various industries, demonstrating adaptability and versatility in sales approach.
Commercial Insurance Agent/Producer
Dahlinger & Co
01.2014 - 07.2016
Built a book of business with commercial clients, gathering information, assessing risk profiles and insurance needs
Annual client reviews allowed for account retention
Researched each client's industry to keep up with changes in insurance
Researched various policies of insurance companies to find the best policies for clients at the best price
Educated and trained clients on understanding the extent and terms of their coverage
Acquired new clients and won accounts against competitors, while building and maintaining relationships with ongoing clients
Advised clients on risk management and how to reduce the need to make a claim
Forecasted quarterly goals and expenses
Participated in various Chamber of Commerce and BNI (Business Networking International) Groups for extended networking
Taught and explained insurance policies, procedures, and best practices per insurance carrier guidelines
Provided outstanding customer service by filling out insurance applications for clients.
Developed new business opportunities for the agency through targeted prospecting and networking activities.
Collaborated with underwriters to negotiate favorable policy terms and pricing for clients, ensuring comprehensive coverage at competitive rates.
Maintained up-to-date industry knowledge by attending conferences, seminars, and continuing education courses, enhancing professional expertise and credibility.
Personal Lines Insurance Agent
Silver Key Insurance
02.2012 - 01.2014
Responsible for working directly with prospective clients, assessing their personal property and life insurance needs (i.e
Personal risk exposures, home, auto, excess, life and health), evaluating appropriate recommendations and placing coverage to address those risks
Responsible for production via leads generated by networking with mortgage lenders and realtors
Identified and contacted non-realty lead sources to assess recommend and secure appropriate insurance coverage
Conducted annual coverage reviews to identify and cover additional risk exposures
Negotiated with carrier underwriters on behalf of clients to save underwriting cancellations and remarket as necessary
Executed account quotes, applications, endorsements, binders, and renewals
Forecasted revenue and marketing budgets.
Built strong relationships with clients through attentive service and prompt responses to inquiries.
Boosted company revenue by cross-selling additional insurance products and services to existing clients.
Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
West Coast Account Management Executive
BI Incorporated, a GEO Company
05.2009 - 11.2011
Supported State and local Law Enforcement Agencies as well as FBI
Responded to and negotiated RFP's
Created presentations on analytics of the territory, determining where growth was expected
Trained and demonstrated core products to perspective clients
Created detailed business plans to facilitate the attainment of goals and quotas
Managed the entire sales cycle from finding a client to securing a deal
Unearthed new sales opportunities through networking and turned them into long-term partnerships
Provided professional after-sales support to enhance the customers' dedication
Managed client accounts, staying in frequent contact clients to understand their needs
Responded to complaints and resolved issues aiming to customer contentment and the preservation of the company's reputation
Negotiated agreements and kept records of sales and data.
Expanded market presence by identifying new business opportunities and forging strategic partnerships.
Established long-term client relationships through consistent delivery of high-quality products and services.
Collaborated with stakeholders to develop actionable strategies that aligned with corporate goals and objectives.
Education
Bachelor of Science - Business Administration
University of Phoenix
Boise, ID
04.2005
Associate of Applied Science - Electronics Engineering Technologies
ITT Technical Institute - Indianapolis
Boise, ID
09.1998
Skills
Proposal Development: Word, Excel, PowerPoint, Customer needs assessment, Growth evaluation, Google Drive, Gmail, MS Outlook, Photoshop
Training/Instruction: Technical Specification Writeup, Technician Training, Instruct and Mentor Customers on Telecommunication Infrastructure, Instruct Operators and Technicians on Scanning Electron Microscopes
New Business Development: Networking through Chambers of Commerce (multiple cities) and BNI (Business Networking International)
Strategic Planning: Analyze and evaluate company's plans, help customers achieve goals, calculate costs for implementation and ensure team remains accountable
Analytics: Problem Solving, Relationship Building, Cost Savings Analysis
Management/Coaching: Decision making, resource planning, delegation, communication, and time management for technical team
Budgeting: Customer Budget Analysis
Other: Policy reviews and project management
Business Growth and Retention
Client Relationship Building
Sales Presentations
Goal-Oriented
Strategic Planning
Territory Management
Account Development
Business Development
Accomplishments Education
Top 5% Sales Producer annually
Facilitated growth of Ada County Sheriffs Office transdermal alcohol units to over 100
President of BNI (Business Networking International) Achievers Southern Idaho 2018 - 2019
BNI Ambassador Launch Team 2018-2019
BNI Membership Facilitator 2015 - 2016
Meridian Chamber of Commerce Ambassador Co-Chair 2015 - 2016
President of BNI Business Exchange 2012 - 2014
Meridian Chamber of Commerce Volunteer of the Year 2012
US Navy - Desert Shield and Desert Storm 1998 - 2002
Associates Degree in Electronics Engineering Technology - ITT Technical Institute 1998
Bachelor of Science in Business Administration - University of Phoenix 2005
Career Overview
Accomplished professional with over 13 years of account management experience. Technically astute, combining career history of impressive creative achievements with proven ability to develop new business and manage regional territory for technology industry leaders. Provides exceptional customer service, highly disciplined with background rich in resourceful problem resolution and patent innovation.
Timeline
National Account Manager
Verified First
07.2020 - Current
Account / Sales Manager
Enhanced Telecommunications and Data
09.2016 - 03.2020
Commercial Insurance Agent/Producer
Dahlinger & Co
01.2014 - 07.2016
Personal Lines Insurance Agent
Silver Key Insurance
02.2012 - 01.2014
West Coast Account Management Executive
BI Incorporated, a GEO Company
05.2009 - 11.2011
Bachelor of Science - Business Administration
University of Phoenix
Associate of Applied Science - Electronics Engineering Technologies
ITT Technical Institute - Indianapolis
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