Andrea Morris Email & Phone Number

Overland Park, Ks, Us

Overland Park, Kansas, Us

Lead the Auto & Home division in order to meet the company’s revenue, profit and sales goals. Direct and oversee all aspects of the Auto & Home division including sales, operations and customer service. Responsible for operational execution and operational support of the sales team, including oversight of the product management, underwriting, QA and marketing functions. • Responsible for meeting and exceeding gross annual new business premium goals while contributing to annual revenue goal• Recruit, hire, manage and develop a world-class sales organization• Direct sales strategies, conversion optimization, improvement of sales competencies of inside sales agents and delivery of an excellent customer experience• Achieve stated close rates and marketing cost per acquired goals per the established annual financial plan• Provide increased sales structure to the agency (structured call flow, call review, coaching, utilization of technology in sales process) in order for company to aggressively scale• Ensure all insurance carrier and internal agency underwriting and compliance standards are met• Responsible for the introduction and implementation of new carriers, products and cross-sell programs• Develop and modify as necessary relevant and cost-effective compensation programs that motivate and reward associates and tie to company strategic goals• Lead efforts to improve upon a training curriculum for both new and experienced agents to ensure that training programs are meaningful and achieve desired results• Track and oversee a wide variety of quantitative and qualitative metrics ranging from quota attainment, activity levels, conversion/content effectiveness, quality, customer experience and others• Oversee the implementation and execution of key strategic projects

Overland Park, Kansas, Us

Drive the development and execution of the marketing plan for the Life Insurance division of SelectQuote which will generate approximately 600,000 leads annually and manage a budget of ~$40 million to reach that goal. Currently, lead generation for the Life division comes from many different sources: television, radio, affiliates, paid search, and digital marketing. • Develop and execute the lead generation plan for the Life division and ensure that the plan maximizes SelectQuote profitability, manages lead generation costs within budgeted goals, and returns the greatest ROI on the marketing investment.• Continually optimize the marketing plan based on daily performance results to ensure the maximum ROI for SelectQuote.• Partner with the sales management team and the workflow team to ensure that lead goals are being met each day and make intra-day adjustments as needed to meet targets - collaborate with internal teams and external partners on new ways to generate incremental, cost-effective lead volume.• Manage external partners who deliver SelectQuote leads to ensure they are meeting lead quality, lead quantity, and financial objectives.• Manage an internal network of marketing teams to develop and execute on the plan. These teams will provide support by helping to identify new lead sources, develop new creative, and evaluate new digital and offline media strategies.

Kansas City, Missouri, Us

The Ewing Marion Kauffman Foundation is a private, nonpartisan foundation that aims to foster economic independence by advancing educational achievement and entrepreneurial success. Founded by late entrepreneur and philanthropist Ewing Marion Kauffman, the Foundation is based in Kansas City, Mo., and has approximately $2 billion in assets.Responsible for direct oversight and operations of the financial analysis team, including responsibility for budgeting, forecasting, and reporting; managing spending; and analysis & decision support for the Foundation and its affiliates. • Present financial results at Audit Committee and affiliate board meetings.

Kansas City, Missouri, Us

As a Finance Analyst/Manager with the Foundation, responsibilities included:• Financial planning and analysis, reporting, and financial modeling. • Proactively meeting with business leaders to understand their business, what drives their business, and advising them through data analysis. • Leading special projects such as developing, analyzing, summarizing, and reporting key metrics to determine whether grant dollars have been used successfully.

Provided part-time and project based consulting services. Accomplishments included building a sophisticated financial forecast model for a $450 million company to use with potential investors; providing fixed-variable and break-even analyses for companies looking to grow; creating an inventory database and reporting for a $175 million company wanting to improve their inventory management; and overall Finance and Accounts Payable support for a property manager managing 10 properties and 400+ units. Additional experience included business writing such as creating operating plans, manuals, and documenting processes; report template creation; general analysis; and assisting companies with budgeting, forecasting and reporting.

Overland Park, Kansas, Us

Managed business case development, budgeting, forecasting, monthly reporting and analysis for various business units. Led teams responsible for developing customized pricing, contract analysis, negotiating contract specifications and assisting with billing implementation for large business accounts. Identified and implemented process improvement initiatives, provided project management support for various initiatives. Partnered with business units to drive results.

Overland Park, Kansas, Us

Performed financial analysis and provided business case support to various business units. Developed financial models. Performed budgeting, forecasting, reporting and variance analysis.

Mba, Finance

Bba, Finance