Director of Sales

• Jan 2023 - Present

Client Advisor

• Jan 2022 - Dec 2022

ServiceMaster Trifecta provides personalized and tailored solutions to help clients achieve a clean and restored environment. Focusing on client, agency, and insurance carrier relationships by establishing emergency response plans, pre-loss agreements, and providing unique industry services.ServiceMaster Trifecta was created in 2018 by a combination of 3 separate ServiceMaster franchises, with decades of combined experience in cleaning and restoration. Our CEO Brian Sampson left Corporate America three years ago to take these existing ServiceMaster businesses to the next level. His corporate approach makes our company unique and provides us with a different view of how a professional job is meant to be done.As a franchise, we benefit from a system and a national network, but we are locally-owned and take pride in keeping our churches, schools, and area businesses clean, healthy, and safe. We’re dedicated to making our community shine and to providing the best possible service to our customers.With years of experience under our belt, we’ve got what it takes to handle any disaster. We take pride in a job well done and only want the best results for our customers. We hold ourselves to the highest standards and expect the same of our work. We continually serve our customers by making them the priority, we care about keeping our communities safe and clean, and we deliver on all our promises with proven results.Connect with me to learn more about ServiceMaster Trifecta and how your business can become a trusted partner in the Louisville and/or Nashville market.

National Account Executive

• Jan 2020 - Dec 2021

Director of Group Excess Program within institutional relationships Conducting comprehensive risk assessments to devise cross-functional solutions for Property & Casualty, Life, Disability, Long-term Care, Excess liability, and Professional liability policies for high-net-worth individuals, businesses and families. Evaluating and pursuing key relationships obtained through a referral-based network. Director of Group Excess Program within institutional relationships Conducting comprehensive risk assessments to devise cross-functional solutions for Property & Casualty, Life, Disability, Long-term Care, Excess liability, and Professional liability policies for high-net-worth individuals, businesses and families. Evaluating and pursuing key relationships obtained through a referral-based network.

Group Benefits Account Manager

• Jan 2018 - Dec 2019

Regional Market Group Dental, Life, Disability, and Voluntary Benefits. Managing Client Service Consultants, Billing Account Representatives, and assisting Claims Advocates. Maintaining strong business relationships primarily with 1,000+ employee organizations. Example of this include government entities (foreign and domestic), contracted, institutional, and commercial businesses. Also maintaining and advancing broker relationships and escalated client service. Responsibilities include product implementation, renewal strategy, open enrollment coordination, proactive consultation, overall customer satisfaction.

Agency Owner

• Aug 2013 - Dec 2017

Licensed in PA in Property, Casualty, Life, Accident, and Health Insurance. Appointed through Farmers Insurance Group since December 1st of 2013. Agency Principal responsibilities included management of operations and training employee staff members of the agency. Performing all tasks in marketing, contacting, appointment setting, and completion of sales. Specializing in making impactful and positive client relationships with families and businesses in the Western Pennsylvania Area. Using advanced insurance knowledge to better guide clients in making sound insurance decisions and planning. Creating personal relationships led to creating a book of business of 900+ households.

College Intern

• Dec 2012 - Mar 2013

Marketing, Cold Calling, Collecting customer information for possible life insurance sales. Organizing and recycling information for maximum turnover in lead opportunities. Marketing, Cold Calling, Collecting customer information for possible life insurance sales. Organizing and recycling information for maximum turnover in lead opportunities.