Bio
Credentials
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P & C License & Life and Health License
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Experience
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Regional Sales Manager
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Feb 2007 - Jul 2021
Job summary: Provided consultative sales/marketing management to contracted independent Agents/ National Accounts for multiple state territories•Created/executed successful Business and Marketing plans that assist Agents and company in meeting production and profitability goals•Collaborated with Internal Business partners to analyze competitive intelligence and pricing data that assists the company in meeting sales and profit on a state by state basis •Strategic Planning-process modeling and execution •I am a self-motivated, positive person focused on relationship building with internal and external business partners•Strength in technology to be able to create, work with, and discuss a wide range of Property and Casualty reports and data •Articulate, well-spoken individual able to provide interactive feedback for a wide range of issues, from sales training to CSR's to agency financial breakdowns to principles• Held responsible for tracking every single part of the sales process, from lead generation to conversion, focusing on identifying bottlenecks and bolstering techniques to target projection Responsibilities:• Ran monthly sales reports, analyzed competitive business trends, and made recommendations to leverage marketing tools for market share expansion • Arranged regular monthly and quarterly meetings with IAs and National Account partners.• Determined brokers’ eligibility for an agency appointment through administering assessments • Led specialized training sessions for brokers via WebEx, based on products, quoting systems and functionality of the Producer News Portal in regards to increasing agency knowledge and overall success.• Monitored performance evaluations of agents and instilled best practices via offering strategic oversight and laying out blueprints, encompassing quotas, closing ratios, premiums, and loss-ratios while supporting them to reach monthly, quarterly, and annual sales goals
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Education
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1983 - 1985Strayer University
Executive Secretarial - Business Diploma, Business Administration and Management, General -
1978 - 1981Lake Clifton Senior High
Diploma, Accounting and Business/Management
Suggested Services
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Industry Focus. “Marketing and Advertising”
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