Summary
Overview
Work History
Education
Skills
Timeline
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William Baird

West Des Moines,IA

Summary

With over thirty years of sales experience, successfully managing retail operations at Guitar Center and Best Buy. Holding a Personal Lines insurance license, as well as Life and Health certifications, bringing a diverse skill set to the table. Proven track record in driving sales and providing exceptional customer service sets apart in the industry. Leveraging extensive background, poised to excel in any sales or customer service role.

Overview

11
11
years of professional experience

Work History

Personal Lines Insurance Sales Agent

Marsh & McLennan
09.2023 - 05.2025
  • Negotiated favorable terms with carriers on behalf of clients, securing comprehensive coverage at competitive prices.
  • Exceeded sales targets consistently through effective cross-selling and upselling strategies.
  • Mentored junior sales agents, sharing best practices in prospecting, relationship-building, and closing techniques that led to improved team performance overall.
  • Attended industry conferences and training sessions regularly to stay current on market trends and emerging products, enhancing the ability to serve clients effectively.

Licensed Sales

Mercer - Life and Health
07.2018 - 04.2023
  • In July 2018 past the Iowa license test for Life, Health and law received My NPN number for Iowa and all 50 States.
  • Became a senior benefits consultant enrolling Employees for nationwide companies in health benefits.
  • August started getting my appointments from companies like: Aflac, UNUM, Nationwide, NPN number 8887245 September began working with Group universal Life customers, processing payments, sending out quotes through email and cross selling personal lines.
  • Exceeded corporate quotas for monthly policy sales.

Sales Consultant

Intoxalock
11.2014 - 07.2018
  • Answer incoming sales calls, close sales and educate customers on the differences between Intoxalock alchohol montoring devices vs the competition
  • Schedule Installs, ensure proper equipment, is shipped that meets state regulations.
  • Extensive follow up on Install to make sure customers made appointments and reschedule as necessary.

Education

High School Diploma -

Rancho Alamitos High School
12.1986

Skills

  • Agent onboarding training
  • Regulatory compliance management
  • Service excellence
  • Customer relationship development
  • Home Theater cloud networking
  • Product placement expertise

Timeline

Personal Lines Insurance Sales Agent

Marsh & McLennan
09.2023 - 05.2025

Licensed Sales

Mercer - Life and Health
07.2018 - 04.2023

Sales Consultant

Intoxalock
11.2014 - 07.2018

High School Diploma -

Rancho Alamitos High School

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William Baird