I am an ambitious insurance professional who effectively creates strategic alliances with key business leaders to align with and support my company's key business initiatives. I have experience building and retaining high performance teams by hiring, developing and motivating skilled professionals.
I have served the Florida group insurance market with over 25 years experience as an independent agency owner and producer, with national awards for exceeding goals. I have been licensed continuously in Florida for over 25 years for life and health as well as property and casualty. I am a Past President of North Suncoast Association of Life and Financial Advisors as well as a moderator for Life Underwriters Training Council.
As a field sales executive for agency automation software, I was responsible for forecasting sales, developing relationships with agency and carrier executives and managing the project implementation processes. My first year with the company I received the Rookie of the Year award for exceeding quota and have consistently been a member of President's Club since. I have attended Customer Centric Selling courses for professional growth and have strengthened company relationships with a number of retail agencies as a result. I have extensive training in sales development and forecasting with SalesForce.com CRM. I routinely mentor new team members regarding effective forecasting as well as the CCS techniques that have aided in my personal success.
Generated new business in the group supplemental benefits market by developing relationships with business owners. Received national sales recognition award from American General. I was routinely called upon by my manager to provide sales motivational meetings for my team mates which included tips on prospecting and developing business relationships.
Built an independent insurance agency and grew book of business from $0 to over $1,000,000 by hiring motivated team members, which I coached to regularly exceed quota. Encouraged personal and professional growth of team members by promoting membership and participation in professional organizations such as NAIFA as well as area Chambers of Commerce, etc. Negotiated contracts with insurance carriers to place superior quality accounts. Consulted with client base on loss control initiatives.
Hired and managed a team of insurance professionals. Strengthened agency's business by leading implementation of agency automation software which led to increased efficiency and profitability. Developed and directed cross selling initiative resulting in a substantial increase in revenue. Developed educational curriculum for team's expanded knowledge of insurance industry and sales techniques.
I am currently completing my degree via online courses at the University of Florida with a major in Business and expect to graduate in 2016.
I attended PHCC while working full time in the insurance industry, during which time I simultaneously obtained my life and health and property and casualty insurance licenses.
I am a Florida native and have lived in Pasco County since 1973. I attended Hudson Senior High School, where I graduated at age 16.
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