Aaron Beadle Email & Phone Number

Hillsboro, Or, Us

Beaverton, Oregon, United States

Hillsboro, Oregon, United States

-Manage book of business with over 1100 active clients with a total writtenpremium of approximately $2.5 million.-Lead our company to achieving an 88% retention rate throughout 2021.-Prospected via cold call and email to establish a list of target accounts byutilizing all available internal and external resources.-Responsible for 68% of all quotes within agency with successful conversionrate to policies of 65% in 2021.-Trained all new BDR's and Customer Service Representatives for thecompany.-Managed 80% of all tasks within our CRM including customer follow-ups,renewal quotes, & company outreach.-Managed 70% (1,500) of all policy related service requests for clients viaphone and email

Hillsboro, Oregon, United States

-Provided exceptional customer service to clients via phone calls and email-Took initiative to become Project Manager for quality insurance and CRMorganization.-Worked directly with our partnered companies to gain a high understandingof each individual carrier's range of products, coverage opportunities andrisk appetite.-Lead B2B contract management while maintaining a full pipeline of long-term accounts.

Hillsboro, Oregon, United States

-Made 30-50 calls per day to hit BD sales goals, and to supply AM team withwarm leads.-Presented high-valued prospective clients to Agency Manager on a weeklybasis.-Scheduled new business and renewal calls for my dedicated AccountManager.-Trained under our Lead Insurance Agent to learn AM responsibilities andskills that translated into career growth opportunities.