Owner/Insurance & Financial Services Agent Resume Example
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OWNER/INSURANCE & FINANCIAL SERVICES AGENT
Summary
• Demonstrated sales and management success;
• Ability to motivate and help team members increase sales and perform at higher levels;
• Success building institutional relationships leading to increased profitability;
• Self-motivation and a strong drive to succeed;
• Recognized leadership experience;
• Very detail oriented, strong communication skills, and an uncanny ability to prioritize and complete tasks through effective and efficient use of time; and,
• Experience in analyzing wants/needs of clients, presenting products and ideas that fit within those parameters, thus capturing the sale.
Accomplishments
Was consistently recognized as a top seller among all other Branch Managers/Enterprise employees in Arizona, attending "Elite-to-Eat" not just for my personal sales, but also for my branch's operating profit
Experience
Owner/Insurance & Financial Services Agent
January 2011 to CurrentGallagher Bassett Nz Ltd － Missoula , MT
January 2011 to CurrentGallagher Bassett Nz Ltd － Missoula , MT
Car Sales Account Executive
January 2008 to January 2011Enterprise Holdings － City , STATE
January 2008 to January 2011Enterprise Holdings － City , STATE
- Exercised B2B marketing to increase personal and branch sales;
- Sold 12 cars in my first month--The goal for all Account Executives every month was only 10; and,
- Attended "Elite-to-Eat" two months for my personal sales - To qualify you must sell at minimum 10 cars. Branch Manager
- Increased business on average 10% per month via regular outside B2B marketing, cold calls, & service visits to existing accounts;
- Responsible for training/developing 5 employees at the branch and was able to get 2 employees promoted;
- Consistently one of the top performers of Branch Managers in all 4 Core Areas of the business: customer service, employee development, growth, and operating profits;
- Increased operating profit by 10% on average each month from prior year to date; and,
- Was consistently recognized as a top seller among all other Branch Managers/Enterprise employees in Arizona, attending "Elite-to-Eat" not just for my personal sales, but also for my branch's operating profit. Assistant Branch Manager
- Trained/managed up to 6 Management Trainees/Management Assistants directly, but was responsible for the performance of the entire airport team of around 50 employees collectively each month with the help of 5 other Assistant Branch Managers, 3 Branch Managers, and 1 Area Manager;
- Selected to participate in a mentorship program--I was 1 out of only 10 participants of the Arizona Group's entire Assistant Branch Manager population of about 100
- Won the city "Matrix" twice as an Assistant Manager--The city "Matrix" is based on how well your business ran during the month, your ability to decrease costs, ability to drive revenue, your branch's growth, and your branch's customer service score; and,
- Qualified for "Elite-To-Eat" sales dinner every month--To qualify, you must sell over 100% on 50 tickets or more. Management Assistant & Management Trainee
- Won 1st place out of 30-40 competitors each month in the "Airport Matrix" sales competition 3 out of 4 months & came in 2nd place the other month;
- Qualified for "Elite-To-Eat" sales dinner every month; and,
- Recognized several times among my peers as a top performer in customer service through the "ESQi Vote."
Client Associate
January 2006 to January 2007Texas Wasatch Group Insurance Services, LLP － City , STATE
January 2006 to January 2007Texas Wasatch Group Insurance Services, LLP － City , STATE
- Highest producing agent in the company for the first three quarters in 2007, 2nd highest during the period of October 2006 to October 2007 generating approximately $250K in revenue;
- Averaged over 69% more--about $10,000 more - in new business than the average Client Associate;
- Generated over 520 new accounts;
- Helped train new associates and facilitated teamwork, leading a small production team to generate an additional 86 accounts and over $46,000 in revenue;
- Developed and maintained high volume B2B accounts through cold calling and relationship building; and,
- Was the recruiting team leader for one university, doubling recruiting efforts within one year.
eCommerce Project Management Intern
January 2005 to January 2005AEGON Direct Marketing Services － City , STATE
January 2005 to January 2005AEGON Direct Marketing Services － City , STATE
- Planned, oversaw, and executed "Dup Wars" (an internal competition to promote the emailing of insurance policy reprints)--The project generated over $500,000 in savings & increased emailed reprints by over 200%;
- Managed internal & external company related projects for the Legal Advertising department--database changes.
Education
Bachelor of Business Administration : Italian Area StudiesSouthern Methodist University － City, State, USInsurance and Financial Services Licensing - Current Series 6 & 63, Property & Casualty, and Life & Health Southern Methodist University - Dallas, TX - Graduated May 2006 Cumulative GPA - 3.66 Bachelor of Business Administration in Marketing; Bachelor of Arts in Italian Area Studies Awards: Southern Methodist University Scholar, Mother's Club Scholarship, SMU Hilltop Scholar, SMU Philip H. Solomon Foreign Language Award in Italian Project Acceleration: The Subaru Impreza Collegiate Challenge--Competed against 11 universities around the nation and won 2nd place as a team; helped create a full-service marketing agency with 11 other students, called HorsePower Marketing; utilized a $2500 budget to research, implement, & evaluate an integrated marketing campaign for Subaru. MANAGEMENT, MARKETING, CUSTOMER SERVICE AND SALES EXPERIENCE
Professional Affiliations
Awards: Southern Methodist University Scholar, Mother's Club Scholarship, SMU Hilltop Scholar, SMU Philip H. Solomon Foreign Language Award in Italian
Skills
B2b, Financial Services, Customer Service, Marketing, Receptionist, Retail Sales, Sales, Account Executive, All Account, Branch Sales, Existing Accounts, Increase, Sales Account, Training, Accounts And, Accounts Through, Associate, B2b Accounts, Cold Calling, New Accounts, Recruiting, Relationship Building, Advertising, Database, Ecommerce, Project Management, Business To Business, Clients, Demonstrated Sales, Detail Oriented, Increase Sales, Sales And, Strong Communication Skills, The Sale, And Sales, Award, Budget, Integrated Marketing Campaign, Marketing Campaign, Property & Casualty, Sales Experience, Series 6, Series 6 & 63, Solomon
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Resume Overview
School Attended
- Southern Methodist University
Job Titles Held:
- Owner/Insurance & Financial Services Agent
- Car Sales Account Executive
- Client Associate
- eCommerce Project Management Intern
Degrees
- Bachelor of Business Administration : Italian Area Studies
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