Experience

BREVARD INSURANCE & MARKETING, INC.

• United States
• Advertising Services
• 1 - 100 Employee

• Vice President

  • Oct 2016 - Present



Stewart Title

• United States
• Insurance
• 700 & Above Employee

• Commercial Lines Sales

  • Jan 2013 - Oct 2016

  Our team assisted Title Agencies, Law Firms, and other entities in the real estate industry with their risk exposure, insurance evaluation, and bonding needs. Our team assisted Title Agencies, Law Firms, and other entities in the real estate industry with their risk exposure, insurance evaluation, and bonding needs.



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Benefits Advisors

  • Aug 2011 - Oct 2012

  Responsible for transitioning corporate retirees from group insurance into individual plans. • Provided assistance, using a consultative sales approach, to educate pre-qualified clients in an inbound/outbound call center environment with enrollment into Supplemental Medicare Health and Prescription Drug plans. • Achieved customer service and process delivery goals including Carrier negotiations on Client's behalf to resolve enrollment issues. • Provided feedback on effectiveness of current processes and provided suggestions and follow-through to supported improvement initiatives that increased performance of work processes. • Developed a Team Infrastructure that improved functionality of the team and was implemented by numerous Team Leaders to prepare for the upcoming enrollment period.



Keefe Insurance

• The Woodlands

• Owner

  • Jan 1991 - Aug 2011

  Responsible for overseeing management of sales, office procedures, and employees for Field Office. • Developed and executed marketing plan for growth and profitability resulting in annual yearly increases in revenues. • Accessed needs of each client determining appropriate coverage levels necessary for maximum protection. • Leveraged 70+% of single product sales into 2 or more additional products within 15 months. Average product density was 3.2 per client. • Recruited, trained and managed up to 5 employees developing skills necessary for the efficient operations of the business. • Maintained 94% customer retention annually resulting in consistent growth of field office. • Provided excellent customer service while incurring no E & O claims against the agency or licensing restrictions. • Awards o 1992 Run to Daylight award. o 1993 Blue Vase award. o 1995-2010 Various Production Awards and Vacation Bonuses.



M & M Oil Company

• Conroe, TX

• Operations Manager

  • Jun 1989 - Jan 1991

  Responsible for overseeing sales and distribution of upstream equipment and fuel for convenience stores within an assigned territory. • Developed and maintained sales relationships with customer personnel, which includes frequent interaction with customer purchasing, research, regulatory and technical service. • Responsible for maintaining current sales levels and increasing sales volumes and profit margins insuring future revenues. • Assisted customer personnel in the field to determine and implement solutions to problems resulting in efficient operations of stores for added profitability and value. • Forecasts and monitors annual budget for sales, expenses and profitability.