Experience

Gilbert's Risk Solutions

• United States
• Insurance
• 1 - 100 Employee

• Business Risk Advisor

  • Mar 2022 - Present



Stephens Engineering Consultants, Inc.

• United States
• Civil Engineering
• 1 - 100 Employee

• Regional Account Manager

  • Dec 2019 - Oct 2021

  - Joined a nationally scaling company and owned new sales growth in previously un-reached markets.- Prospected hundreds of new clients across numerous states and conducted presentations for opportunities ranging from small businesses to Fortune 500 companies securing agreements for business with companies including Kentucky Farm Bureau Insurance, Secura Insurance, and Nationwide Insurance- Compiled quarterly sales forecasts and costs for travel, presentation, and industry events- Collaborated with production team, internal staff, and primaries to ensure complete customer satisfaction from client on-board to delivery of service



Assured Relocation Inc.

• United States
• Insurance
• 1 - 100 Employee

• Client Relationship & Education Manager

  • Mar 2019 - Nov 2019

  - Matured into the go-to resource within company for both sales and operations teams- Created reports to assist sales team for daily, weekly, and monthly metrics- Compiled summary of contracts and partner companies across entire portfolio with procedural requirements for sales and operations teams - Taught continuing education courses to clients in multiple states with varying numbers of attendees resulting in greater client buy-in- Worked alongside operations team to ensure SLAs were met and delivery expectations exceeded- Leveraged long-term business relationships to acquire new clients and build strong loyalty with current clients- Oversaw and managed all aspects across company for participation in industry conferences and determined ROI for future participation- Compiled multiple reports to assess vital growth statistics and forecasted future opportunity with growth plans for each client

• Director of National Accounts

  • Oct 2016 - Mar 2019

  - Main point of contact for corporate contracts with a majority of the major Fortune 500 companies- Provided monthly and quarterly reports to national claims manager, clients, and business unit leads- Managed the account management team's OKRs and provided monthly metrics updates to the C-suite detailing the state of our key accounts- Forecasted opportunity areas for sales growth within the key accounts, developed a strategy, presented to executives and regional staff for buy-in, and executed the plan resulting in growth within key accounts totaling in excess of $12 million in gross revenue during my tenure- Worked with the C-suite to edit and proof Request for Proposals (RFPs)

• Manager of National Accounts

  • Aug 2014 - Oct 2016

  - Created Salesforce dashboards to streamline account monitoring and track sales metrics broken down annually, quarterly and monthly- Serviced complaints to identify areas for improvement and provided suggested course of action to operations team- Examined audits by clients to address questions and provide further analysis to executives both internally and with clients- Presented training classes to clients both for continuing education and general service improvements- Identified, screened, recruited, and trained new employees for sales team- Secured contracts with Vault Insurance and Cincinnati Financial Insurance, as well as securing RFP opportunities with Westfield Insurance, Mutual of Enumclaw, and American Family Insurance with potential impact of $7 million+ in gross revenue annually

• Regional Sales Manager

  • Jan 2014 - Aug 2014

  - Conducted 50+ outbound cold prospecting calls / day and 20+ cold emails to find and convert new clients- Used Salesforce to manage pipeline, qualify and convert leads to sales resulting in regional revenue growth and exceeding monthly sales quotas 8-out-of-8 months in the position- Conducted in-person and virtual presentations at national/regional trade shows and client meetings- Prospected new accounts/clients and grew relationships with current clients



Global Faith Mission Agency

• Nonprofit Mission Representative

  • Jun 2008 - Jan 2014

  - Presented and preached in many different churches in Eastern and Mid-Western United States- Visited multiple foreign countries for speaking and analyzing the area’s missional needs- Developed information packets, videos, and verbal presentations to raise awareness of mission needs and goals- Composed monthly newsletters for individual partners and organizations - Presented and preached in many different churches in Eastern and Mid-Western United States- Visited multiple foreign countries for speaking and analyzing the area’s missional needs- Developed information packets, videos, and verbal presentations to raise awareness of mission needs and goals- Composed monthly newsletters for individual partners and organizations



Fidelity National Insurance Company

• Lead Product Technician

  • Feb 2006 - Sep 2011

  - Founded and executed a new testing department and created a collaborative multi-site/multi-discipline team tasked with building out a semi-automated testing process increasing efficiency- Created test scenarios for each deployment to identify software weakness by verifying accuracy, functionality, and maneuverability of premium computation and policy issuance through our web program. Worked in conjunction with programmers to resolve issues- Utilized AS400 operating system and rating knowledge to aide internal departments to ensure clients received optimal pricing and discounts on insurance packages



Fidelity National Insurance Services

• Processing Night Supervisor/Processor

  • Sep 2004 - Feb 2006

  - Responsible for oversight of all evening staff in Jacksonville office including managing workload and responsibilities of multiple employees, and participating in interviews and hiring/dismissing of team members- Frequent member of special project groups- Used online rating system and AS-400 to complete new policies and make changes to existing policies to ensure customer satisfaction and retention - Responsible for oversight of all evening staff in Jacksonville office including managing workload and responsibilities of multiple employees, and participating in interviews and hiring/dismissing of team members- Frequent member of special project groups- Used online rating system and AS-400 to complete new policies and make changes to existing policies to ensure customer satisfaction and retention