Experience

Associated Insurance and Risk Management Advisors

• United States
• Insurance
• 100 - 200 Employee

• Account Manager

  • Apr 2021 - Present



Concklin Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Account Manager

  • Nov 2018 - Apr 2021



Assurance Agency

• Insurance
• 1 - 100 Employee

• Client Service Representative

  • Jul 2016 - Nov 2018

  • Workload management; service 350+ policies across 140 unique accounts, totaling over $3.8 million in premiums • Current 1-year revenue retention of 99%. • Service liaison between carriers and clients, provided superior customer service while satisfying insurance needs • Issued certificates of insurance, reviewed audits and contracts, processed policy changes, answered ad-hoc requests • Assisted Account Manager and Producers with marketing, renewing policies, generating new business, & cross-selling



Interstate Chemical Co

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Account Manager

  • Mar 2015 - Apr 2016

  •Generated new business and serviced existing customers by offering additional products/services. •Territory responsible for an increase in profit from the previous year by 18% and a total of 7 new customers in the past 6 months. •Kept Management informed by submitting activity and result reports, such as daily call reports, weekly work plans, and monthly annual territory analyses. •Maintained professional and technical knowledge by reviewing professional publications, establishing personal networks and participating in professional societies. •Responsible for maintaining up-to-date price letters for each customer to ensure pricing is competitive.



Burger King

• United States
• Restaurants
• 700 & Above Employee

• Sales, Profit and Operations Coach

  • Sep 2011 - Mar 2014

  • Developed metrics in excel to determine inefficiencies and areas of improvement throughout each location which led to an improvement in customer satisfaction from 67% to 79% in my territory. • Created and helped implement multiple best practices, including shift change over template and weekly rack and stack email, within division which were eventually rolled out nationwide. • Responsible for creating, assessing and communicating franchisee performance data and establish corrective actions where necessary to ensure franchisee met or exceeded corporate goals. • Trained teams to execute daily operations of core sales area generating $40 million in annual sales. • Developed metrics to determine inefficiencies and areas of improvement throughout each specific location. • Acted as the primary point of contact within assigned markets to support 30-40 franchise restaurants. • Conducted in-restaurant evaluations to provide comprehensive coaching to motivate and promote staff success while implementing sustainable business results. • Conducted quarterly classroom style trainings consisting of 30-40 managers for new menu items and/or procedures for general managers, district managers and all higher level employees to ensure operational excellence at all levels. • Utilized various tools around best practices in sales, marketing, finance and operations to build restaurant capabilities and drive improvements in sales and profits. • Mentored new employees in all aspects of training and development.



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Branch Manager

  • Nov 2007 - Sep 2011

  • Led branch to highest operating profit of over $100,000/month, sales resulting in 4 out of 5 employees awarded a spot in the monthly Top 10 employees and income per car in the Northern region of the Chicago Group for four consecutive months. • Budgeted expense reduction and managed bad debt/accounts receivable for over 25 accounts to increase operating profits. • Ensured all renters were credit worthy • Generated highest customer service rating in area (consisting of 35 branches) for four consecutive months. • Responsible for managing rental fleet to ensure reservations can be filled while providing excellent customer service. • Motivated and trained employees to follow company policy and continuously perform at a high level.



Foresters Financial Services

• Financial Services
• 300 - 400 Employee

• Financial Representative

  • Jan 2007 - Nov 2007

  • Built and developed client base through professional networking and current client referrals. • Assembled client base from nothing to over $50,000 in less than one year. • Strategically invested on behalf of the client based on the clients’ needs. • Processed documentation to complete daily transactions. • Built and developed client base through professional networking and current client referrals. • Assembled client base from nothing to over $50,000 in less than one year. • Strategically invested on behalf of the client based on the clients’ needs. • Processed documentation to complete daily transactions.