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Benefits Counselor Insurance Agent Resume Example

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BENEFITS COUNSELOR INSURANCE AGENT
Summary

Charismatic and Influential business professional with an exemplary track record of cultivating talent and directing cohesive and focused sales teams. Skilled at establishing and maintaining strategic partnerships to generate essential business opportunities. Effectively guides new products and services from concept to market acceptance.

Highlights
  • Fortune 500 partner experience
  • Excellent sales techniques
  • National account management
  • Top-ranked sales executive
  • Fluent in English
  • Excellent communicator
  • New program and promotion implementation
  • Financial analysis
  • Contract review
  • Cold calling
  • Adept multi-tasker
  • Work force management
  • Analytical problem solver
  • Consultative sales techniques
Accomplishments

Ranked as a top performer, averaging [Percentage] above sales quota each month.Spearheaded all company-wide prospecting, marketing and closing endeavors.Generated a pipeline of more than $[Amount] in net new opportunities in [Number] months.Achieved [Number]% over KPI goal.

Experience
MAXIMUS RISK PROTECTORSGoshen, KYBenefits Counselor Insurance Agent01/2014 to Current
  • Educate and communicate core and voluntary insurance and legal benefits to employees and key decision makers and executive level personnel on contract and at specified locations (multiple states).
  • Results: Secure multiple contracts with several worksite enrollment entities to deliver one-on-one, group, and call center presentations resulting in closing more individual contracts.
  • Certified and licensed in multiple states (IN, GA, KY and OH).
  • Top producer of annual premiums and high ranking survey results.
LIBERTY NATIONAL LIFE INSURANCE COLouisville, KYSupervising Insurance Agent01/2014 to 06/2014
  • Recruited new agents and successively completed a sales and management training program inclusive of producing sales revenue dollars.
  • Resigned the position due to conflicts of interest in agency contact verses 1099 status and W2.
  • Results: Reduced the client employers and their employees' taxation through voluntary and core benefits selections and enrollments.
  • Achieved National and Regional premium sales production recognition during National Contest.
  • Achieved a Regional ranking for "Most Field Sales Recruitments".
JOHNSTON & MURPHYLouisville, KYSales Manager09/2009 to 01/2013
  • Recruited talent and managed the daily operations.
  • Responsible for sales, leadership training, inventory control, customer service, repairs, reconditioning and store displays.
  • Results: Developed a Sales Team and grew Louisville Sales revenues from 21st to 7th YTD with a 27% net profit (Regionally in 2012-13).
  • Increased Louisville Sales ranking position from 90th to 44th YTD (Nationally in 2012-13).
  • Increased Indianapolis Sales by an additional 30% in (2011) compared to previous year.
  • Elevated sales volume to a ranking of (#2) regionally and (#32 of 165) stores location nationally in (2011).
  • Answered customer questions regarding products, prices and availability.Created value propositions, national programs and strategic plans while maintaining multi-location and national accounts averaging $[Amount] in total sales.
H3 TECHNOLOGIES, LLCFlorence, USA, KYBusiness Development Manager10/2007 to 07/2008
  • IT staffing firm recruited to secure additional contracts to grow their market share within the United States.
  • Company decided to terminate contract due to cash flow short fall and the loss of five sub-contracts with a regional bank.
  • Results: Created a database and CRM to increase market share potential.
  • Established a series of partnerships with IT management, recruiters, and HR professionals to source talent.
  • Organized a strategic alliance with a National Executive Recruitment firm and secured contract placements.
  • Identified strategic partnerships and gathered market information to gain a competitive advantage.
INSURANCE COACH, LLCLouisville, KYBusiness Development Vice President01/2006 to 08/2007
  • Recruited to formulate a partnership as independent insurance agency marketing and selling property & casualty, life, and health insurance products.
  • Contract terminated due to excessive spending on infrastructure by director resulting in the release of key organizing staffers.
  • Results: Designed and implemented strategic plans to fund real estate acquisition ($800,000), operating capital, and facilities improvements ($45,000).
  • Negotiated contracts with major insurance carriers to gain entry into marketplace.
  • Teamed with key economic development and financial partners to catapult the start-up.
  • Developed and integrated market plans to efficiently position the company brand within targeted markets.Marketed and developed key accounts by favorably representing the company at membership and community functions.
  • Partnered with regional corporations to establish direct marketing channels and streamline company operations.
  • Maintained up-to-date knowledge of industry, target accounts and competitive landscape.
SANDERSON FINANCIAL SOLUTIONSGoshen, KYBusiness Development Consultant01/2006 to 09/2009
  • Created financial solutions entity designed to promote business development and sales growth opportunities for organizations in need.
  • Secured two contracts listed below
  • Tracked RFPs and bids to develop new business opportunities. H3 Technologies, LLC and Insurance Coach, LLC.
BLUE GRASS AUTOMOTIVE GROUPLouisville, KYMaster Certified Automotive Brand Specialist03/2003 to 12/2005
  • Demonstrated, marketed, and sold (5) product lines of new and used vehicles.
  • Results: Achieved a Customer Satisfaction rating of 100% on new vehicle purchases.
  • Ranked within the top 10% (110 sales people) in units sold and gross profits.

  • Achieved Master Certifications on multiple brand named vehicles.
  • Maintained up-to-date knowledge of industry, target accounts and competitive landscape.
  • Contacted new and existing customers to discuss how specific products could meet their needs.Generated new sales opportunities through direct and telephone selling and emails.
PNC BANKLouisville, KYAssistant Vice - President/Business Advisor03/2001 to 03/2002
  • Business Development & Relationship Management banking financial solutions to businesses with $3-$20 million annual revenue.
  • The Kentucky/Indiana region was required to downsize nine (9) Business Bankers as a correction due to down-turn in the market and stock down turn activities.
  • Results:.
  • Retained 98.7% of an inherited portfolio of 78 clients ($22 million in loans and lines of credit).
  • Increased the loan portfolio and revenues between retail and commercial lending by 23% in a down economy.
  • Exceeded targeted sales goals by [Number]%.
GREATER LOUISVILLE INC METRO CHAMBER OF COMMERCELouisville, KYDirector of Client Solutions09/1998 to 03/2001
  • Worked closely with new and existing companies to develop workforce solutions and strategically conducted business outreaches to business owners and key decision-makers in an effort to uncover needs for expansion.
  • Results:.
  • Led the Economic Development Business Expansion Team in the number of companies assisted in the area of project investments and job creation.
  • A sample of the organization assisted utilizing Project Manage techniques resulting in receiving tax credits, low interest loan and job creation are as follows: High Speed Access Corporation [$9 Million](acquired by Charter Communications); Tube Turns Technologies [$21 million] (currently Sypris Technologies); Tumbleweed Inc.[$1 million Direct Loan] the largest ever.
  • Generated new accounts by implementing effective networking and content marketing strategies.
  • Identified strategic partnerships and gathered market information to gain a competitive advantage.
  • Contacted new and existing customers to discuss how specific products could meet their needs.
  • Identified issues with existing marketing material to drive process improvements.
  • Partnered with regional corporations to establish direct marketing channels and streamline company operations.Coordinated and managed major proposal processes from initiation to implementation.
Education
MBA:Business AdministrationSULLIVAN UNIVERSITY, Louisville, KY, USAGPA: Cum Laude

Graduated Cum Laude

Bachelor of Science:Clothing/Textiles/MarketingINDIANA STATE UNIVERSITY, Terre Haute, IN, USA
Skills
  • Microsoft Applications (Excel, Outlook, PowerPoint, Word)
  • CRM Software

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Resume Overview

Companies Worked For:

  • MAXIMUS RISK PROTECTORS
  • LIBERTY NATIONAL LIFE INSURANCE CO
  • JOHNSTON & MURPHY
  • H3 TECHNOLOGIES, LLC
  • INSURANCE COACH, LLC
  • SANDERSON FINANCIAL SOLUTIONS
  • BLUE GRASS AUTOMOTIVE GROUP
  • PNC BANK
  • GREATER LOUISVILLE INC METRO CHAMBER OF COMMERCE

School Attended

  • SULLIVAN UNIVERSITY
  • INDIANA STATE UNIVERSITY

Job Titles Held:

  • Benefits Counselor Insurance Agent
  • Supervising Insurance Agent
  • Sales Manager
  • Business Development Manager
  • Business Development Vice President
  • Business Development Consultant
  • Master Certified Automotive Brand Specialist
  • Assistant Vice - President/Business Advisor
  • Director of Client Solutions

Degrees

  • MBA : Business Administration
    Bachelor of Science : Clothing/Textiles/Marketing

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