Advisor Principal - Price Point Insurance Services

• Oct 2020 - Present

Full-service insurance broker & home warranty specialist Full-service insurance broker & home warranty specialist

Licensed Insurance Agent - P&C & Life & Health - Kentucky & Indiana

• Sep 2010 - Present

Membership Development Specialist

• May 2019 - Present

• Superior territory management including daily contact with realtors and real estate companies resulting in long-term client retention and ultimate customer satisfaction • Coordinates and conducts meetings with prospective clients • Creates marketing program using CRM management with territory management to produce the highest results and consistent follow up for maximum sales • Develops goals and action plans with administrative team to cross-sell products • Analyzes of existing programmatic and membership materials as well as membership retention rates and identifies opportunities for improvement • Establishes internal workflow for drip campaigns and service follow up with vendor warranty Show less

Agent

• Sep 2010 - Apr 2019

• Built $1.9 million in volume sales and residual income while consistently exceeding yearly premium goals in property & casualty; volume in Life Insurance rank 45M+ in force • Performed in the top 2% of all agents in Jefferson County in premium property & casualty • Facilitated marketing events with local business to successfully grow the customer base • Built $1.9 million in volume sales and residual income while consistently exceeding yearly premium goals in property & casualty; volume in Life Insurance rank 45M+ in force • Performed in the top 2% of all agents in Jefferson County in premium property & casualty • Facilitated marketing events with local business to successfully grow the customer base

Territory Sales Manager

• Jun 2009 - Jun 2010

• Expertly managed day rental and sales business within multi-county territory • Leveraged strategic referral network of construction trades, effectively advertised, lead prospected, and cold-called to generate new business and close leads • Generated monthly revenue from $75k to 95k in equipment sales and rental • Created relationships with job sites resulting in a representation of RSC Rentals on job site • Provide service agreements for both rented and company-owned equipment Show less

Area Sales Manager

• Jun 2008 - May 2009

• Expertly managed day rental and sales business within multi-county territory • Leveraged strategic referral network of construction trades, effectively advertised, lead prospected, and cold-called to generate new business and close leads • Generated monthly revenue from $125K in equipment sales and rental • Created relationships with job sites resulting in representation of RSC Rentals on job site • Provide service agreements for both rented and company owned equipment Show less

Area Sales Manager

• Dec 2007 - Jun 2008

• Generated leads from daily marketing schedule to small business with 15 or fewer truck drivers • Established and promote safe driving with drivers, management of hours, benefits, and dispatch • Interviewed and screened potential driver candidates to add to the company • Built relationships with local venders to improve their business with the right driver • Generated leads from daily marketing schedule to small business with 15 or fewer truck drivers • Established and promote safe driving with drivers, management of hours, benefits, and dispatch • Interviewed and screened potential driver candidates to add to the company • Built relationships with local venders to improve their business with the right driver

Area Car Sales Manager

• Oct 2006 - Nov 2007

• Maintained and grew the existing book of business by an average of 20% per month approximately $170,000-$180,000 to $220,000-$240,000 • Established and promoted local credit union referral program; held special sales events • Assisted marketing manager with promotions, special events, and creation of sales brochures • Set up national accounts with several large companies (Brown, Forman, Kindred HealthCare, GE, YUM) by working closely with travel departments and local travel agents • Trained and coached employees on Corporate Class rental program • Performed monthly rate reviews and contract negotiations with new and existing accounts including local business and military contracts up for bid • Member of Corporate Accounts Group; ranked 4th in country and 10th in world, 2005 Show less

Corporate Sales Manager

• Dec 2003 - Nov 2005

Maintained and grew existing book of business by 20% per month (grew monthly revenue from $170,000-$180,000 to $220,000-$240,000) Set up national accounts with several large companies (Brown, Forman, Kindred HealthCare, GE, YUM) by working closely with travel departments and local travel agents Trained and coached employees on Corporate Class rental program; served as a liaison between employees and clients Performed monthly rate reviews and contract negotiations with new and existing accounts including local business and military contracts up for bid Recipient of 8 Special Achievement Awards, 2006 Member of Corporate Accounts Group; ranked 4th in country and 10th in world, 2005 Show less

Branch Manager

• May 1996 - Nov 2004

* Daily responsibility towards P/L * Report to Area Manager overseeing multiple locations * Manage and promote employees up to 15 * Coach and mentor employee development and training *Inside and outside sales towards revenue and rent growth *Daily marketing to insurance agents, body shops and dealers * Daily responsibility towards P/L * Report to Area Manager overseeing multiple locations * Manage and promote employees up to 15 * Coach and mentor employee development and training *Inside and outside sales towards revenue and rent growth *Daily marketing to insurance agents, body shops and dealers