Persuasive sales person and manager with expertise in assessing client and employee needs in any industry. Incredibly detail-oriented manager aiming to leverage 19 years of team development and client retention support, growth, and client satisfaction. Possessing an excellent history of increasing revenue while protecting client relationships, and would be an asset to any company.
Skills
Staff Management
Insurance Knowledge
Cost reduction
Client Account Management
Client Retention
Sales Goals
Cross-Selling
Prospecting Clients
Inventory
Personnel
Policies
Processes
Sales
Staffing
Insurance Sales
Customer Relationship Management (CRM)
Work History
Insurance Sales Agent, 02/2019 - Current Pma Usa – North Charleston, SC,
Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
Promoted National General products and services using upselling and other sales strategies.
Exceeded corporate quotas for monthly policy sales.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
Calculated quotes and educated potential clients on insurance options.
Licensed in Propery and Casualty in 47 states and Life and Health in 12 states Sold most types of Personal Lines Insurance including Auto, Home, RV, Motorcycle, boat and personal Umbrella Appointed with several carriers including Safeco, Progressive, National General, Dairyland, ASI, Stillwater, and Foremost Star.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Strengthened merchandising and promotional strategies to drive customer engagement and boost sales, typically helping over 50 customers per day.
Submitted reports to senior management to aid in business decision-making and planning.
Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
Assigned jobs to individual employees by considering factors such as previous training, current abilities and general knowledge and established a strong team.
Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
Review operational records and reports to project sales and determine profitability.
Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
Aligned inventory processes with demand projections to maximize organizational and budget efficiency.
Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
General Manager, 06/2008 - 11/2009 Cintas Corporation – Pensacola, FL,
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
Establish and implement departmental policies, goals, objectives, and procedures, conferring with board members, organization officials, and staff members as necessary.
Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.
Directed work of repair and service teams to deliver exceptional client experiences.
Operations Manager, 06/2001 - 05/2008 OLD NAVY – City, STATE,
Directed day-to-day operations focused on attainment of key business metrics, continuous improvement initiatives and 60+ member management team with related direct reports.
Assisted team members with delivering friendly, knowledgeable service by applying proactive monitoring and corrective action strategies.
Developed and submitted strategy and initiative reports to highlight current actions and proposed changes to corporate committee.
Built, trained and managed sales and operational teams to carry out sales initiatives and reach objectives.
Rotated merchandise and displays to feature new products and promotions.
Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
Protected company assets from loss such as theft or damage by setting and enforcing effective security policies.
Conducted performance reviews each quarter, offering praise and recommendations for improvement.
Developed and implemented daily operations plans such as delivery routes, employee assignments and promotional strategies.
Education
Completed coursework towards Landsape Architeture Program: , Expected in - Portland Community College - Portland, Oregon GPA:
High School Diploma: , Expected in - Westview High School - Portland, Oregon GPA:
Additional Information
ADDITIONAL SKILLS
, Certified Watch Repair Technician from Precision Time University
Diamontologist Certificate from Diamond Council of America
Licensed Property and Casualty Producer
Licensed Life and Health Producer
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School Attended
Portland Community College
Westview High School
Job Titles Held:
Insurance Sales Agent
Jewelry Manager & Sales Expert
General Manager
Operations Manager
Degrees
Completed coursework towards Landsape Architeture Program
