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Candidate's Name
Rowlett, Texas Cell: PHONE NUMBER AVAILABLEEMAIL AVAILABLEBackground SummaryAccomplished and versatile professional. A creative and adaptive problem solver with an analytical focus, premium growth, product enrichment, and service efficiency.Selected AccomplishmentsMaintained a book of business of over 500 customersMet Monthly Sales Goals of $1,000,000 Renewal retention of greater than 90%Exceeded new business goalsProfessional ExperienceHibbs- Hallmark & Company 2019 to Present Forney, TexasAccount ExecutiveSolicit new commercial accounts in order to meet new business production goalsDevelop and maintain a profitable book of businessMaintenance of existing customers by providing an excellent level of customer serviceMeet with executives on a regular basis with an update on the sales departments needs and goalsResponsible for collecting premiums on accountsRepresent company at conferences to promote insurance and solicit new businessMeet with clients on new and renewal business in and out of stateProvide leadership and direction to team membersUnity Manufacturing, Inc. 2013 to 2019Garland, TexasInside Sales Manager / Outside SalesDirected marketing for new businessPerformed product and project management activitiesEvaluated departments processes and proceduresMet with executives on a regular basis to provide updates on the Sales Departments needs and goalsTrained sales teams on new proceduresSupervised sales department staffResponsible for scheduling/approving staff PTO and work assignmentsMaintained client relationships and resolved issuesGenerated quotes for companys productsConsulted with customers on product needsPerformed customer retentionAttended vendor shows to present product and acquire new customersWorked with Production in addressing challenges with products and orders to meet customers needsHibbs- Hallmark & Company 2008 to 2013Forney, TexasMarketing / Account Administrator / Commercial SalesReviewed and analyzed new and renewal policy opportunitiesMaintained detailed client information for managementPerformed pricing strategies to stay competitive in each market and to ensure successful renewal retention by providing insured the best coverageReviewed accounts receivable reports and follow-ups with clients for paymentEvaluated clients financial standing, operational strategy, and industrial trends to determine whether to proceed with the accountRecommended program structures (coverage, limits/retention) to achieve business unit goals and profitabilityResponsible for marketing and obtaining new business by attending conferences as company representativeDeveloped marketing plan, taking into consideration the strengths and weaknesses of the territory and competitorsCultivated effective business relationships with accounts providing risk stewardship including initial set up of service commitments and ongoing consultationLiaison between clients and Account Manager in solving problemsPartnered with service carriers to build long term relationships between customers/brokers and managed expectations of all partiesMaintained a high level of customer serviceLicensesTexas and General Lines (P&C) LicenseTexas All-lines Adjuster LicenseAccredited Customer Service Representative |
