SALES MANAGER / ADSS - AGENCY DISTRIBUTION SALES SPECIALIST
Highly capable insurance business manager with 23+ years' experience. Well versed in the Insurance and Financial Services Industry, project management, consulting, and business development. Proven sales ability and successful track record for developing and integrating business solutions and processes in a variety of organizations. Proficient in all phases of insurance and business management. Solid business systems ability with Oracle, Microsoft, Lotus Notes, and relationship and document software programs/platforms. Extensive background in premium auditing, underwriting, and product management. Expert in developing and implementing training programs and online policy systems. Licensed Agent for Property, Casualty, Life, Accident and Health, Georgia Variable Products, and Series 6, 63 and 26.
Sales Manager / ADSS - Agency Distribution Sales Specialist06/2013 to CurrentFarmers Insurance CompanyAlpharetta, GA
Responsible for recruiting agents and achieving agency development objectives for the assigned territory.
Assist Agency Distribution Manager in the recruitment, selection and licensing of a sufficient number of agents to accomplish net gain of full-time agents objectives in assigned territory.
Review and evaluate the results obtained by agents to recognize outstanding accomplishment and, when necessary, consult with the agent to implement action to remedy weaknesses utilizing available resources.
Identify deteriorating or unprofitable agencies and recommend corrective actions to Agency Distribution Manager.
Coordinate training and agency start-up activities to ensure profitable policies-in-force growth and attainment of agency objectives.
Provide resources, tools, and information to help agents and agencies grow profitably.
Consult with existing Farmers agencies regarding marketing, sales, training and service operations in support of the agent's business objectives.
Assisted Agents in implementing and achieving: Blue Vase Life Insurance Award Achievement Clubs - Topper Club, Championship Early Achiever Bonuses Maximum Commission Match Profitable Growth Marketing Processes Staffing Models Farmers Systems Training.
Agency Principal and Vice President06/2003 to 06/2013Allstate Insurance - The Whittington Agency, IncBuford, GA
Co-owned and operated agency with Principal.
Executed all aspects of finance and accounting for large captive firm (gross premium $5.5 million).
Managed report analysis, network marketing operations, and business development.
Supervised all aspects of agency and trained, managed, and advised 5 employees.
Interacted daily with clients, associates, and affiliated companies.
Obtained Allstate awards for: Fast Start Promotion: 2012 Q1 for writing 60 auto policies, 50 emerging business policies, and $12,000 in life insurance.
2011 Q1 for writing 40 new business P&C policies, 30 emerging business policies, and $18,000 in financial services.
2007 Q1 for writing and exceeding goals with 70 new business P&C policies and $10,000 in financial services.
2011 Q4 Grow-to-Win Promotion for writing 55 new business P&C policies, 40 emerging business policies, and $15,000 in financial services.
2006 Honor Ring and Chairman's Conference for writing 200 new business P&C policies and $68,000 in financial services, plus maintaining a mid-40% loss ratio and 92% retention.
Implemented eBridge®, converted to eAgent®, and trained all end users; program provides document repository and allows for task assignments to staff.
Practice Manager11/2001 to 06/2003eWaken TechnologyAtlanta, GA
Directed and managed project at Stemilt Growers, largest worldwide fruit distributor.
Worked directly with CEO and IT Director.
Performed as long-term project manager in Wenatchee, Washington, and CRM and order management software consultant/project manager for medium to large-sized businesses.
Managed successful full-cycle upgrade implementation of Oracle 11i suite for Stemilt with excellent team of.
10+ consultants and core employees with previous Oracle experience.
Maintained all budgetary requirements and stepped in to work hands-on to bring implementation in on time and on budget.
Sold additional 3 months of billable management consulting services to support new employee training after project completion.
Senior Consultant01/2000 to 11/2001KPMGAtlanta Chicago Swindon, China England, GA IL
CRM and order management software consultant/project manager for Fortune 500 businesses.
Oversaw long-term project for Motorola at various facilities around the world.
Volunteered for $30 million ongoing global project assignment as Order Management Deployment lead for China.
Developed and managed excellent working relationships with American, European, and Asian project team.
Senior Consultant01/1998 to 01/2000OracleAtlanta, GA
Georgia, California, and Kentucky.
Customer relationship management (CRM) and order management development software consultant/project manager for medium to large-sized businesses and Fortune 500 companies.
Developed order management software at Oracle headquarters in Redwood, CA.
Coordinated long-term projects at MidSouth Electronics and W.C.
Bradley (Charbroil) Corporation.
Nominated to Oracle Corporation's QOOL Club in 1999 as a result of highly profitable Oracle Applications implementation at large Kentucky manufacturing facility.
Sold additional 2 months of billable project support to ease system transition.
Production Control Supervisor10/1989 to 01/1998Eaton CorporationAthens, GA
Started while attending college running computer-operated CNC machine.
Promoted to Buyer and then Production Control Supervisor.
Managed product control and ensured raw material and component availability to manufacture and assemble superchargers for global automotive industry.
Maintained direct contact with Mercedes, GM, Ford, Jaguar, and Holden Engine Company (GM Australia).
Shipped end product to all automotive customers worldwide.
Master of Business AdministrationBrenau UniversityGainesville, GA
Bachelor of Business Administration
Associate of Applied ScienceGainesville College (GA)
Diploma: Electronics TechnologyAthens Area Technical Institute (GA)Electronics Technology
President, United Methodist Men at Prospect UMC 2008 to present
Nominated to the National Vocational Technical School Honor Society Insurance Licenses (GA) - Property & Casualty, Life, Accident & Sickness, Series 6, Series 63, Series 26, Georgia State Variable Pursuing Certified Insurance Counselor (CIC) designation Affiliations President, United Methodist Men at Prospect UMC 2008 to present
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Companies Worked For:
Farmers Insurance Company
Allstate Insurance - The Whittington Agency, Inc
Gainesville College (GA)
Athens Area Technical Institute (GA)
Job Titles Held:
Sales Manager / ADSS - Agency Distribution Sales Specialist
Agency Principal and Vice President
Production Control Supervisor
Master of Business Administration Bachelor of Business Administration Associate of Applied Science Diploma : Electronics Technology
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