SUMMARY:

Experienced Leader skilled in team building and personnel developement. Simultaneously foster teamwork & developing personal growth opportunities in a safe, productive, legal work environment while accomplishing department objectives by managing staff, planning, evaluating department activities.

SKILLS SUMMARY:

• Coaching
• Communication/Correspondence
• Developing Standards
• Interpersonal Skills
• Office Management
• Organizational Skills
• Performance Management
• Project Management
• Quality Management
• Strategic Planning
• Supervision
• Time Management

PROFESSIONAL EXPERIENCE:

Telesales Rep

Confidential, Alpharetta, GA

Responsibilities:

• Call existing Confidential mono - line customers to cross sell cable, video streaming, and upgraded internet services
• Make 200+ dials, 9 pitches, & 3 closes on average daily for a close ratio of over 30% using the sales process opening with a smile, building rapport, linking & pithicng, overcoming objection, effectively closing.
• Consistently among the top 5% of Team Driven Sales Agents.
• In the past 12 months met or exceeded sales plan 11 times including 215% to plan in August 2016, 137% to plan September 2016, 123% to plan October 2016, & 121% to plan March 2017

Business Support Manager

Confidential, Atlanta, GA

Responsibilities:

• Prospected existing business owners and insurance professionals to recruit for an opportunity in business ownership within the Star Choice Insurance network of insurance agents.
• Developed a turn-key business model & presentation for a seamless transition into the insurance industry for new business owner recruits and new hire independent agents.
• Guided new agency owners through the process of opening an Insurance Agency including Business Planning, implementing Corporate structure, IT infrastructure, Legal structure, Licensing, Appointment procurement, purchasing Errors & Omissions insurance, Privacy requirements, Policies & Procedures, & agency Fiduciary responsibilities.
• Trained new agency owners on goal setting, proprietary Client Management System, personnel development, and recognition of drivers & drainers to efficient productivity.
• Designed metrics & tracking tools to set goals, track progress, and maximize efficiency using MS Excel, Word, & PowerPoint

Owner / Principal Agent

Confidential, Fayetteville, GA

Responsibilities:

• Developed an evolving Business Plan and Infrastructure through market test to identify target markets, competitive analysis, lead times, and outside factors such as economic & local conditions.
• Managed 6 independent agents, fiduciary duties, bookkeeping responsibilities, agency records & retention, along with type & mix of business.
• Procured office space, equipment, & furniture to manage hiring & development of agency staff, personnel, sales production, professionalism, underwriting controls, and turnover.
• Wrote training & procedure manuals for underwriting controls, claims processing, & compliance with rules & regulations set forth by The State of Georgia Insurance Commissioner as well as Confidential .
• Grew a scratch agency to $300,000 in Direct Written Premium in 18 months specializing in Property & Casualty, Commercial, Life, & Healthcare Insurance product Lines.

Managing Agent

Confidential, Acworth, GA

Responsibilities:

• Sold Life, Property, Casualty, Health, Auto Insurance, Commercial, and other types of insurance for a captive agent within the Confidential family of companies.
• Made 150 cold calls & 150 telemarketing calls daily with a 10% call to quote ratio and a 35% quote to bind ratio
• Made lots of new friends through networking, referrals, and building rapport to develop a long term source of clients.
• Determined clients’ particular needs and financial situations through fact finding, uncovering needs, assessing risk exposure, reviewing current coverages, investments, and long term goals.
• Provided continuing service through account rounding, policy reviews, claims follow-ups, & policy servicing.

Assistant Branch Manager

Confidential, Stone Mountain, GA

Responsibilities:

• Managed all operational aspects of the branch including customer service, administration, reconciliation, personnel, scheduling, and sales in accordance with the banks objectives.
• Ensured efficient operation on a day-to-day basis improving productivity and stream ling branch activities to maximize results and achieve peak performance.
• Evaluated employee performance and provided feedback, coaching, & action plans for branch personnel.
• Conducted regular sales and operations meetings briefing employees on current sales goals, promotions, and other relevant policy & procedural information.
• Increased brand awareness throughout the community through marketing activities and events for the branch.
• Established new as wel as deepened existing customer relationships through sales and referrals of retail, commercial, mortgage, investments, and other lines of banking products and services.
• Performed daily responsibilities to include cross selling additional bank products, along with knowledge of opening and closing accounts, servicing customers, processing transactions, wire transfers, check orders, credit/debit card orders, loan applications, and general file maintenance.
• Performed daily banking responsibilities and tasks such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, and collection items.
• Maintain a balancing record and daily reports in line with bank policy & procedure while able to find and correct any outages or enlist help as needed for more difficult errors.