Experience

Impartner Software

• United States
• Software Development
• 100 - 200 Employee

• Partner Ecosystem Consultant

  • Dec 2021 - Present



Finastra

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Development Representative

  • Apr 2020 - Oct 2021

  Lake Mary, Florida, United States • Achieved 150% quota attainment and generated more than $2,850,000 of ACV Pipeline. • Responsible for prospecting, qualifying, and nurturing leads to generate new clients and increase volume of closed-won sales. • Spearhead partnerships with Sales Executives and leadership to improve internal communication and mitigate risk within my role. Responsible for managing my pipeline and assisting with closed-won deals. • Extensive use of Sales intelligence applications such as Salesforce… Show more • Achieved 150% quota attainment and generated more than $2,850,000 of ACV Pipeline. • Responsible for prospecting, qualifying, and nurturing leads to generate new clients and increase volume of closed-won sales. • Spearhead partnerships with Sales Executives and leadership to improve internal communication and mitigate risk within my role. Responsible for managing my pipeline and assisting with closed-won deals. • Extensive use of Sales intelligence applications such as Salesforce, Microsoft Dynamics, Outreach, Excel, and Sales Navigator. Show less



SunGate Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Commerical Account Manager

  • Nov 2018 - Mar 2020

  Lake Mary, Florida, United States • Actively managed a $3M Book of Business consisting of small-to-medium accounts and achieved a 95% rate of retention with current renewals. • Successfully closed $300K of new business within current clients by cross selling other lines of business. • Built strategic relationships with C-Suite level members of businesses by providing proactive client contact from point of sale and maintaining regular engagement cadence throughout the customer journey • Prepared elaborate Proposals and… Show more • Actively managed a $3M Book of Business consisting of small-to-medium accounts and achieved a 95% rate of retention with current renewals. • Successfully closed $300K of new business within current clients by cross selling other lines of business. • Built strategic relationships with C-Suite level members of businesses by providing proactive client contact from point of sale and maintaining regular engagement cadence throughout the customer journey • Prepared elaborate Proposals and spreadsheets using Microsoft Powerpoint and Excel and successfully presented to Key Decision Makers. • Applied diligent effort to develop and maintain rapport with both clients and underwriters, as an effective relationship with both parties is imperative for growing the “Book of Business” as well as maximizing client retention and firm revenue. Show less



GEICO

• United States
• Insurance
• 700 & Above Employee

• Sales Executive

  • Oct 2016 - Nov 2018

  Orlando, Florida, United States • Led the regional office as the top sales producer, averaging 100+ Auto Policies bound a month and cross-selling 35% of sales with additional insurance products. • Maintained a 45% closure on first touch calls and closed 15% of all internet-based leads on a Saleforce platform to consistently exceed sales goals. • Sharpened my leadership skills by coaching lower quartile Agents on sales techniques after performing as the top sales associate for 8 consecutive months. • Generated policy… Show more • Led the regional office as the top sales producer, averaging 100+ Auto Policies bound a month and cross-selling 35% of sales with additional insurance products. • Maintained a 45% closure on first touch calls and closed 15% of all internet-based leads on a Saleforce platform to consistently exceed sales goals. • Sharpened my leadership skills by coaching lower quartile Agents on sales techniques after performing as the top sales associate for 8 consecutive months. • Generated policy leads by forming effective relationships with 10+ local car dealerships and multi-family housing complexes. • Managed varying customer backgrounds and personalities by assisting them with identifying the specific products and coverage plans that best suited their individual needs. Show less



Insurance Office of America

• United States
• Insurance
• 700 & Above Employee

• Bond CSR

  • Feb 2015 - Oct 2016

  • Assisted with the active management of a $1.5M “Book of Business” and issued new surety bond requests for select commercial surety. • Processed bond renewals, endorsements and billed clients daily, along with follow-ups for payment on existing policies. • Fostered an effective team spirit by communicating respectfully with underwriters regarding bond approvals for new business and renewals, and other operations.



Alaqua Country Club

• Outside Supervisor

  • Jun 2012 - Feb 2015



Timacuan Golf and Country Club

• Outside Attendent

  • Mar 2010 - Feb 2015

  Lake Mary, FL I am in charge of all the operations outside of the pro shop. I am to cater to not only the members but also the guest of the club.



Gold Plus

• Sales Associate

  • Jul 2011 - Feb 2012

  Orlando, FL My primary role was to help the customers with purchasing jewelry and attending to their questions. I dealt with large amounts of cash on a daily basis.