Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Business Development Executive
PMC Advantage Commercial Insurance
12.2022 - Current
Directed multiline commercial insurance sales and service initiatives for business and targeted markets, significantly enhancing revenue growth and client satisfaction
Strategically identified and pursued new business opportunities to broaden the client base and expand market share
Conducted thorough policy reviews and updates to ensure alignment with clients’ needs and adherence to company standards
Underwrite and pre-qualified prospective clients and assessed risk in accordance with company guidelines and industry regulations
Oversaw a regional territory with multi state coverage, ensuring effective service delivery and business development across the territory
Sales Director-GM
Shine of Denver
10.2020 - 11.2022
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Closed over $850,000 in sales for first year, demonstrating strong performance and market impact
Formulated and executed growth strategies that successfully doubled the size of the company
Created and managed all budgets and payrolls, consistently surpassing budgeted financial goals
Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
Connected with prospects through trade shows, cold calling and local-area networking.
Owner
Farmers Insurance
09.2013 - 10.2020
Trained and motivated employees to perform daily business functions.
Consulted with customers to assess needs and propose optimal solutions.
Managed day-to-day business operations.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
Generated revenues yearly and effectively capitalized on industry growth.
Owner/Commercial Insurance Broker
Independent Insurance Agency
09.2014 - 11.2022
Founded, owned and operated a full-service independent insurance agency, managing all aspects of business operations including sales, underwriting, compliance and client services
Built and maintained a diverse book of business spanning personal and commercial lines
Implemented business strategies, increasing revenue, and effectively targeting new markets.
Accountable for driving sales growth, client retention and overall profitability
Built and guided a sales team to achieve and surpass weekly/monthly performance goals, while expanding the agency to a $2,000,000 book of business
Regional Territory Manager
Vista Professional Outdoor Lighting
01.2009 - 08.2013
Attended trade shows and industry events to promote company products and services.
Implemented promotions and marketing campaigns to increase territory sales and brand awareness.
Trained and mentored sales representatives in sales techniques and strategies.
Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
Established successful account relationships by building rapport and maintaining consistent communication.
Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Covered the Rocky Mountain Region
Education
Bachelor of Science - Business Administration And Management
Tarrant County College
Fort Worth
Skills
Sales Management
Business Development
Team Leadership
Strategic Planning
Risk Assessment
Budget Management
Client Relations
Sales Forecasting
Salesforce
HubSpot
Microsoft Office
Sales Coaching
Marketing Strategy
Agency Relationships
Marketing Campaigns
Certification
Property & Casualty, Life & Health License
Real Estate Brokers License
Timeline
Business Development Executive
PMC Advantage Commercial Insurance
12.2022 - Current
Sales Director-GM
Shine of Denver
10.2020 - 11.2022
Owner/Commercial Insurance Broker
Independent Insurance Agency
09.2014 - 11.2022
Owner
Farmers Insurance
09.2013 - 10.2020
Regional Territory Manager
Vista Professional Outdoor Lighting
01.2009 - 08.2013
Bachelor of Science - Business Administration And Management