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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLE Rolling Meadows, IllinoisSummaryI have worked as a sales professional in the insurance and mortgage industries, consistently driving growth and profitability while providing accurate sales forecasting. My core responsibilities included recruiting and training sales teams, as well as maintaining sales quotas to ensure organizational success. With licenses for Property & Casualty, Life, and Health insurance in all 50 states, I possess a comprehensive understanding of regulatory requirements and industry best practices.AccomplishmentsRecipient of Chairman Circle award for the following sales records while ranking 7/273 at PTZ.Consistently performed in the Top 10% of sales force while at Zurich.Client retention rate among the best while at Basics Insurance.Recognized for achievements by developing and servicing a sizable account base.Helped account executives manage their pipelines and achieved 25% gain in new business.Tested and rolled out new products into the market place.Key CompetenciesRetention: Saved orders from cancelling, increasing the percentage of revenue from 12% to 40% with $600,000 in volume.Processes: Developed new improvement methods to speed customer response time, paperwork and overall improvement of office work flow.Growth: Directed sales and field service activities, designed to achieve maximum market penetration, sales growth and profitability.Recruitment: Developed a team of well-trained and highly motivated staff to ensure a high-performance team.Training: Implemented training and development programs for sales and support personnel and clients.Profitability: Increased market share, fiscal, budget and operational controls.Business Development: Generated wholesale mortgage loans to build relationships with new clientele while servicing existing clients needs to ensure continued business.Forecasting: Prepared and implemented yearly budget, sales forecasts and marketing plans.Technical: Prepared underwriting specifications, monitored quoting and made underwriting decisions based on the ability to identify exposure to loss and apply well known risk management techniques.Customer Service: Provided high-quality customer service while handling inbound and conducting warm outbound calls to clientele.Employment HistoryCompanyTitleYears of ServicePTZ InsuranceInside Sales2018 2023Gerber Life Insurance CompanyLife Insurance Agent2016 - 2018InterfirstAccount Executive2012 - 2016LunaClient Retention Manage2009 - 2012Encore (Schaumburg, IL)Account Executive/Asst. Team Leader2006 2009Resmae (Schaumburg, IL)Account Executive2004 2006Zurich Life (Schaumburg, IL)Team Leader2000 - 2004Basics Insurance Group (Rolling Meadows, IL)Office Manager/Producing Agent1993 2000EducationNorthern Illinois University DeKalb, IL: Bachelor Degree - Concentration in Business AdministrationOakton Community College Des Plaines, IL: Concentration in Liberal ArtsMilitary1986 1993, United States Navy |
