Alan Polsean Email & Phone Number

Milwaukee, Wisconsin, United States

Oversee Dallas, Detroit, Cincinnati and Phoenix sales regions for our 51+ group health solutions.Top Producer 2022Top Producer 2021Top Producer 2020Top Producer 2019Top Producer 2018Top Producer 2017

Milwaukee, Wisconsin, United States

I work directly with over 500 independent agents and agencies across the Midwest promoting, educating, and assisting in the sale of our Small Group Health Insurance products. I support these relationships by assisting in the development of marketing plans, sales strategies, and presentations to new business opportunities. Partnering with these agents and agencies to find a mutually beneficial relationship is my primary goal.

Milwaukee, Wi

Allstate Benefits acquired National General in August of 2021

Glendale, Wi

● Create and maintain an aggressive and energetic sales environment through team-building exercises and successful leadership● Relationship development with local businesses to build client base and increase loan traffic● Participate in community events for business promotion such as Al’s run and the Cystic Fibrosis Walk● Oversee in house underwriting approval process● Supervise five staff members in effort to collect on delinquent accounts including seeking the appropriate information to proceed in collections activity● Communicate with District manager and create an effective plan to maximize branch results● Prepare branch reports and provide analysis and recommendations based on information provided● Ensure staff applies principles of good cash control, operates cash drawer, processes bank deposits, safeguards cash, and maintains records and balances. ● Manager of the largest branch in Wisconsin with over 4,000,000 in outstanding loans● Reduced delinquency from 7.57% to under 5% in under two years● Received the emerald level insurance award for over $25,000 in ancillary insurance sold within 12 months● Average over 90 loans per month for over $330,000 in volume● Oversee over 1200 active accounts

Milwaukee, Wi

● Manage employees’ daily operations to ensure company goals are met and existing accounts are maintained● Use cost-benefit analysis for analyzing financial information to approve or deny loans● Create monthly and quarterly performance reports to ensure company objectives are met● Administer and execute the New Business Development Program to ensure branch goals were met and exceeded● Manage company branches in the region during the absence of the branch manager● Provide exemplary customer service to clients during the sale of: retail finance, personal finance, auto finance, and home mortgage● Accomplished the highest loan volume in 2009 for the entire district spanning over eight branches● Received ruby level insurance award for outstanding noncredit insurance sales● Licensed mortgage loan originator ID: 368406

Milwaukee, Wi

● Manage employees’ daily operations to ensure company goals are met and existing accounts are maintained● Use cost-benefit analysis for analyzing financial information to approve or deny loans● Create monthly and quarterly performance reports to ensure company objectives are met● Administer and execute the New Business Development Program to ensure branch goals were met and exceeded● Manage company branches in the region during the absence of the branch manager● Provide exemplary customer service to clients during the sale of: retail finance, personal finance, auto finance, and home mortgage● Accomplished the highest loan volume in 2009 for the entire district spanning over eight branches● Received ruby level insurance award for outstanding noncredit insurance sales● Licensed mortgage loan originator ID: 368406

Oshkosh, Wisconsin Area

● Conceptualized and implemented sales incentive programs to motivate employees and exceed sales goals● Maintained and improved customer relationships by providing superior product knowledge and excellent customer services● Analyzed and assessed new and existing customer needs using an array of bank products offered by the company● Effectively handled a high volume of customer traffic