Experience

Insurance House

• United States
• Insurance
• 100 - 200 Employee

• Sr. Territory Sales Manager

  • Jan 2021 - Present

• Territory Sales Manager

  • Jun 2018 - Jan 2021

  Huntersville, NC



AAA Carolinas

• United States
• Consumer Services
• 400 - 500 Employee

• AAA Insurance Salesforce Project Coordinator

  • Oct 2017 - Jun 2018

  Charlotte, North Carolina Area

• Subject Matter Expert/Business Analyst/Trainer

  • Feb 2016 - Jun 2018

  Charlotte, North Carolina Area Assisting as the voice of the agent for our company as we transition into our new software manage platform - Guidewire. During my time on this transition phase I have assisted with the build of requirements for PolicyCenter, helped build a comprehensive training manual for each center (PolicyCenter, BillingCenter, ClaimsCenter, Gateway Portal for Agents and Account Management), helped train our current staff on the new system and helped test new enhancements after each deployment.

• Insurance Consultant

  • Feb 2011 - Feb 2016

  9931 Knockando Lane, Huntersville, NC 28078 First and foremost, I'm a service representative. Regardless of the interaction, I pride myself on taking care of my customer's needs through my service to them. Most of the time it is through new business sales but I work hand and hand with our Service and Underwriting teams to fully assist in a multitude of ways that go well beyond a new business sale.



Richard Petty Motorsports

• Marketing Account Manager - #19 Cup

  • May 2006 - Dec 2009

  • Responsible for maintaining and growing partnership with primary sponsors (Best Buy and Stanley Tools) and multiple associate sponsors including McDonald's and Coke • Provided support to Marketing and Sales departments in renewal planning/discussions with Best Buy and Stanley Tools • Coordinated and executed over 75 driver appearances each race season at the request of sponsors including meet and greets, Q&A sessions, at-track hospitality, and in-market appearances • Hosted 10 Hot… Show more • Responsible for maintaining and growing partnership with primary sponsors (Best Buy and Stanley Tools) and multiple associate sponsors including McDonald's and Coke • Provided support to Marketing and Sales departments in renewal planning/discussions with Best Buy and Stanley Tools • Coordinated and executed over 75 driver appearances each race season at the request of sponsors including meet and greets, Q&A sessions, at-track hospitality, and in-market appearances • Hosted 10 Hot and Cold Pass guests each race weekend on behalf of the sponsors Show less