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Licensed Sales Producer Resume Example

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LICENSED SALES PRODUCER
Experience
February 2015
to
February 2016
Bianco Agency - Allstate InsurancePittsburgh, PALicensed Sales Producer
  • Responsible for the sale and retention of all lines of property and casualty products.
  • Consulting and upselling current clients.
  • Worked with prospective life and financial clients for future multiple client base.
December 2010
to
May 2014
The Kinzler Agency - Nationwide InsuranceWexford, PAACCOUNT EXECUTIVE
  • Exclusively represented Nationwide Insurance in sales and service for a full line of personal, commercial and life insurance products.
  • Successfully developed and implemented a business sales plan and managed all phases of the sales cycle from prospecting to close and ongoing customer support.
  • Completed Nationwide Insurance Agency Capital Builder program by exceeding required policy and premium sales goals within 18 months of a targeted 24 month program.
  • Built a $750K+ book of business from scratch including personal and commercial lines of property and casualty insurance.
  • Successfully achieved sales and retention goals and served as a trusted advisor to businesses and individuals by assessing customer needs, recommending products, and cross-selling a full line of products.
  • Identified and solicited sales prospects by way of cold calling, referrals and lead lists, and worked with Underwriting group to secure pricing for new and renewal business.
  • Marketed agency through community networking events, advertising, and branding efforts.
December 2007
to
December 2009
Health AmericaPittsburgh, PAACCOUNT EXECUTIVE
  • Accountable for wholesale distribution of Health America group products to employer groups in the 2-50 market segment utilizing brokers and consultants.
  • Developed and presented proposals and rate quotes for brokers, consultants and direct prospects.
  • Educated and motivated brokers to sell Health America group health products by assessing needs and presenting proposals to achieve targeted close rates.
May 2006
to
September 2007
Callos Financial ServicesPittsburgh, PAACCOUNT EXECUTIVE
  • Executed the sale and retention of group health business in Western Pennsylvania and Ohio, recruiting and cross selling to existing Callos non-insurance client base as a target market platform.
  • BILL KINZLER - page 2.
  • Developed strong relationships with Allstate exclusive agents to sell supplemental voluntary insurance to employer groups through exclusive arrangement with Allstate.
  • Performed account management duties for existing Callos professional employment clients and temp-to-hire clients while increasing revenue through ongoing account development.
July 2003
to
April 2006
Business Distribution Solutions, LLCHermitage Cleveland, PA OHREGIONAL SALES MANAGER
  • Managed the wholesale distribution of Medical Mutual of Ohio/Consumers Life group health products in Pennsylvania and West Virginia markets.
  • Recruited, educated and motivated Brokers to sell Consumers Life group health products accomplished by conducting regional seminars, cold calling, and ongoing relationship management.
  • Recruited and appointed over 225 group health brokers in Pennsylvania and West Virginia markets resulting in group health sales in excess of $11 million in premium.
  • Exceeded corporate retention goals in West Virginia market in 2004 and 2005 resulting in retention of over $3 million+ in premiums.
  • Exceeded corporate goals by selling 150+ groups totaling 2,000+ contracts.
June 2000
to
July 2003
Medical Mutual of OhioCleveland, OHSENIOR MARKETING COMMUNICATIONS SPECIALIST
  • Supported Brokers and direct sales team with strategic marketing efforts, preparation of sales collateral, advertising and other communications/media materials.
  • Developed and implemented corporate communications for new market expansion into Indiana, Pennsylvania and West Virginia.
  • Coordinated the efforts of marketing communications, media relations, and employee communications to assist in achieving corporate goals.
July 1989
to
June 2000
100+ Employee Market Medical Mutual of OhioCleveland, OHBENEFIT COORDINATOR
  • Worked with Sales teams to ensure successful implementation of the 100+ market segment as well as retention of existing business by coordinating the efforts of Sales, Underwriting, Membership, Claims and Customer Service.
  • Supported Sales teams in the prospective account process by reviewing proposed benefits and recommending comparable alternatives to ensure that non-standard benefits were competitive as well as administered effectively.
Education
MARKETING 1988
Indiana University of PennsylvaniaBACHELORS DEGREE
Licensed Producer in PA, WV, OH - Property/Casualty, Life, Health and Annuity products
Skills
account management, advertising, Agency, benefits, book, branding, cold calling, competitive, Consulting, contracts, corporate communications, client, clients, Customer Service, customer support, direct sales, employee communications, financial, Insurance, market, marketing communications, materials, media relations, networking, page 2, presenting, pricing, Producer, proposals, recruiting, relationship management, selling, Sales, sales plan, seminars, strategic marketing, Underwriting
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Resume Overview

Companies Worked For:

  • Bianco Agency - Allstate Insurance
  • The Kinzler Agency - Nationwide Insurance
  • Health America
  • Callos Financial Services
  • Business Distribution Solutions, LLC
  • Medical Mutual of Ohio
  • 100+ Employee Market Medical Mutual of Ohio

School Attended

  • Indiana University of Pennsylvania

Job Titles Held:

  • Licensed Sales Producer
  • ACCOUNT EXECUTIVE
  • REGIONAL SALES MANAGER
  • SENIOR MARKETING COMMUNICATIONS SPECIALIST
  • BENEFIT COORDINATOR

Degrees

  • BACHELORS DEGREE
    Licensed Producer in PA, WV, OH - Property/Casualty, Life, Health and Annuity products

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