Experience

Pinnacle Partners Insurance Companies

• United States
• Insurance
• 1 - 100 Employee

• Territory Sales Manager – Mid Market

  • May 2022 - Present

  Kansas City, Missouri, United States Accepted the challenge to meet an individual sales target of $60K/month while managing a book of business currently valued at $1.75M and growing. Grow a sales territory consisting of 80 real estate businesses and prospective new home buyers. Meet with lead sources and key accounts owners to discuss strategy, process improvement, value extension, and desired results. Generate new business and lead flow through presentations, meetings, and networking events. Foster relationships between 7 offices… Show more Accepted the challenge to meet an individual sales target of $60K/month while managing a book of business currently valued at $1.75M and growing. Grow a sales territory consisting of 80 real estate businesses and prospective new home buyers. Meet with lead sources and key accounts owners to discuss strategy, process improvement, value extension, and desired results. Generate new business and lead flow through presentations, meetings, and networking events. Foster relationships between 7 offices across Kansas City, Overland Park, Saint Louis, Des Moines, and Sioux City. Oversee and guide an internal team of 5 on marketing efforts, direct communications, promotions for current and potential investments, strategic lead generating partners, and sales operations and performance. - Strengthened existing accounts 40% by creating meaningful product presentations and maintaining high service standards. - Doubled monthly revenue from $30K to $60K by strategically streamlining sales cycles. - Consistently outperformed sales quotas 15-20% over 8 months by developing an organized, fast, and focused sales process that refined tools to gradually increase close rate and average deal size. - Achieved $1.5M by expanding personal sales 62% and growing territory sales 112% from 2021-2022 through development of relationships, referral incentives, and processes with strategic lead sources.

• Lead Insurance Producer

  • Oct 2021 - May 2022

  Greater Philadelphia Cultivated a personal book of business valued at $1.2M with a 60% close rate and 5% customer churn. Tracked key metrics, including lead flow, conversions, closing rates, and revenue-per-lead. Advised team members and designed improvement strategies for unit growth. Guided sales calls with new agents to ensure best practices, process optimization, tool usage, scripting, and development. Proctored calls with lead sources and key accounts to discuss processes and results. -Enhanced customer… Show more Cultivated a personal book of business valued at $1.2M with a 60% close rate and 5% customer churn. Tracked key metrics, including lead flow, conversions, closing rates, and revenue-per-lead. Advised team members and designed improvement strategies for unit growth. Guided sales calls with new agents to ensure best practices, process optimization, tool usage, scripting, and development. Proctored calls with lead sources and key accounts to discuss processes and results. -Enhanced customer experiences using tools and features that strengthen sales cycles and operational proficiency, resulting in an intake rate of 75% and a closing rate of 70%. -Steadily boosted sales volume by an 80% year-over-year average by taking on more opportunities to grow agencies in developing markets. -Hunted opportunities to achieve an individual sales goal of $40K/month in new business premiums.

• Sales Associate

  • Dec 2020 - Oct 2021

  Newtown Square, Pennsylvania, United States Posted sale documentations, conducted policy maintenance, resolved underwriting issues, and kept pace with goal of $20K each month in sales. Called potential clients to assess needs, created and presented proposals, and closed sales. Serviced existing clients to ensure needs were continuously met. - Reached a sales goal of $20K within 3 weeks of new position by immediately taking command of developing sales processes and rejuvenating existing, dusty leads.



BDP International

• United States
• Transportation, Logistics and Storage
• 700 & Above Employee

• Regulatory Compliance Analyst

  • Mar 2017 - Dec 2020

  Greater Philadelphia Area Collaborated with internal departments to procure weekly/monthly reports for clients and internal departments, presenting monthly results to draft comprehensive goals. Performed transit time tracking, cost, consolidation, emissions analyses, compliance and documentation analyses, and internal operational excellence studies. Assisted internal departments and leveraged advanced Excel capabilities, including Goal Seek, Scenario Manager, and data tables. Offered recommendations for performance… Show more Collaborated with internal departments to procure weekly/monthly reports for clients and internal departments, presenting monthly results to draft comprehensive goals. Performed transit time tracking, cost, consolidation, emissions analyses, compliance and documentation analyses, and internal operational excellence studies. Assisted internal departments and leveraged advanced Excel capabilities, including Goal Seek, Scenario Manager, and data tables. Offered recommendations for performance improvements and supported the IT department in reporting and data management structures. - Devised, procured, and sold a performance study to a key account outside of normal analytic duties. - Won 1st place in an international, company-wide innovation competition after presenting an internal knowledgebase network to the executive suite. - Improved reporting processes and presentations by cleaning up data, highlighting key variables, and refining data visualization. - Sharpened best practices by 30-45% throughout offices in compliance documentation. - Launched a year-long data study that measured vital logistics metrics for a key account, leading to a stream of consistent revenue-generating analytics products for the client. Show less



United States Cold Storage, Inc.

• United States
• Warehousing and Storage
• 700 & Above Employee

• Transportaion Coordinator Intern

  • May 2016 - Aug 2016

  Bethlehem, PA Reserved appointments and tracked orders through the shipment process while addressing issues and assisting customers and carriers and distribution centers. Consolidated and planned 20-30 truckloads weekly to reduce customer and carrier costs.

• Transportation Co-Op

  • Jan 2015 - Aug 2015

  Produced analytical reports tracking key performance indicators for upper management, carriers, and customers using data from TMS and WMS. Developed and distributed a vital measurement report that aided operations at several warehouses to achieve an 8% profit margin. Prepared presentations for upper management using data and reports extracted from the TMS. Developed and implemented a more valuable onboarding program for orientation and training of incoming co-ops.