Manager Of Business Development And Sales Resume Example Apex Insurance

MANAGER OF BUSINESS DEVELOPMENT AND SALES

Professional Summary

Multi-talented Insurance Manager consistently rewarded for success in planning and operational improvements. Experience in policy development and staff management procedures positively impacting overall morale and productivity.

Goal-oriented manager with distinguished experience in insurance industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Skills

Territory Management
Sales presentations
Analytical problem solver
Direct sales
Business development and planning
Solution selling
Review of contracts
Strategic Planning

Sales processes
B to B sales
Account management
Sales Reporting
New Business Development
Strategic account development
Systems and software programs

Work History

02/2018 - CurrentManager of Business Development and Sales | Apex Insurance - Altoona, WI

Engaged in product training, demonstrations, consumer awareness, branding and acquisition initiatives to raise awareness and revenues.
Held one-on-one meetings with Job Titles to identify selling hurdles and offered insight, including Area of expertise into how best to remedy such issues.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Investigated and integrated new strategies to expand business operations and grow customer base.
Marketed Product type to targeted audience at trade shows and events.
Forged and nurtured impactful relationships with customers to cultivate loyalty, boosting customer satisfaction ratings Number%.
Encouraged cross-selling of additional products and services through relationship-building and acquired understanding of customer business needs.
Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Conducted research on insurance packages and investment options to generate client recommendations.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Upsold additional products and services after identifying customer needs and requirements.
Built relationships with clients through active listening and Skill talents to provide excellent service.

03/2015 - 07/2017Producer | Rural Mutual Insurance - Madison, WI

Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Conducted research on insurance packages and investment options to generate client recommendations.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Built relationships with clients through active listening and Skill talents to provide excellent service.
Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Upsold additional products and services after identifying customer needs and requirements.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

03/2011 - 03/2015Business Development Associate | PED - Altoona, WI

Referred customers to specialized selling teams to build long term trust.
Sought out and engaged with customers to drive sales and service using suggestive selling.
Reviewed invoices, payment requests, advance requests, expense reimbursements and proper coding, prior to approval.
Developed business pipeline using cold and warm techniques.
Arranged potential client contacts, cultivated relationships and followed through all service needs.
Researched, analyzed and projected market data for potential markets.
Improved bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
Followed procedures, documentation, instructions and Audit & Business Controls guidelines from both client and company.

05/2004 - 01/2011Customer Service Representative | Bank Of Mauston - Mauston, WI

Answered customer telephone calls promptly to avoid on-hold wait times.
Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Processed quarterly vault and ATM audits with zero error rate.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Identified sales opportunities and referred customers to branch partners in financial services.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
Promoted products or services to each customer to consistently achieve sales targets.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Collected member loan payments.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Processed exchange and foreign currency.
Maintained friendly and professional customer interactions.
Sold cashier's checks, traveler's checks and money orders.
Executed wire transfers, stop payments and account transfers.
Maintained teller drawer to perform bank transactions.
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

Education

Expected in 12/2021University of Wisconsin Eau, Eau Claire, WIBachelor of Science: International Business

Certifications

WI Property, casualty, life, and health licenses

Resume Overview

Companies Worked For:

Apex Insurance
Rural Mutual Insurance
PED
Bank Of Mauston

School Attended

University of Wisconsin Eau

Job Titles Held:

Manager of Business Development and Sales
Producer
Business Development Associate
Customer Service Representative

Degrees

Bachelor of Science : International Business

Manager of Business Development and Sales Resume Example

Resume Score: 80%

DISCLAIMER

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes