Bethany Liddle Email & Phone Number

Lexington, Sc, Us

Lexington, Sc, Us

Toronto, Ontario, Ca

Bloomington, Illinois, Us

Function as a new market agent and stood up and launched the insurance agency from scratch, establishing a foundation with a focus on being best in class for customer services• Oversee the hiring, training, supervising, and essential HR functions for the office team of 3 employees, providing insurance policies to meet individual needs for customers throughout the NY and VT markets• Utilize networking and relationship building to drive business development, growing revenue from $0 to $2M within 3 years in a very rural market• Established a successful retention program focused on doing due diligence to serve as the client’s risk manager, bringing value to the customer by providing specific policies to meet individual needs, such as life, health, PNC, and pet insurance• Strengthen local connections and relationships, utilizing retentions calls, Thanksgiving, Christmas, and Birthday Card mailings, as well as new business packets providing additional information• Implemented and launched the use of a sales reporting platform, simplifying the ability to track sales premiums and commissions• Directly responsible for creating

Bloomington, Illinois, Us

Norwich, Ny, Us

Integral team member partnering with senior leadership to develop a strategic business plan, building relationships within the bank branch network for the purpose of selling insurance products to banking clients• Responsible for the management of a territory of bank branches, cultivating relationships to become a trusted business partner, coaching on various insurance products and the referral system• Oversaw the training of partners concerning the basic underwriting philosophies, including what makes a good insurance customer, leading to good referrals• Established a foundation focusing on utilizing relationships to understand what products would bring more value to each customer, resulting in increasing sales throughout the Upstate NY region

Cleveland , Ohio, Us

Responsible for providing financial services and solutions to banking customers, establishing an understanding of the economic picture, and providing recommendations based on financial wellness, resulting in meeting or exceeding sales goals• Continuously focused on expanding knowledge and understanding of various banking products and services, providing the ability to develop both the individual book of business and organizational growth• Recognized as the branch champion of the Key@Work banking program, continuously looking for opportunities to partner with businesses, such as going into a nursing facility to educate on products and open accounts for employees

Performed as a business partner throughout the branch network in Upstate NY and Vermont, establishing relationships to drive business development focused on selling personal, business, and life insurance products to bank customers• Leveraged expertise to train and coach various retail banking sales staff, providing extensive knowledge on insurance products, the referral system, and sales• Developed and cultivated both internal and external business partnerships, leveraging the network to provide specialized knowledge and enhance customer satisfaction• Facilitated extensive branch employee training focusing on how to refer and whom to refer for insurance sales, supporting the overall sales growth• Focused on understanding all banking products, assisting branches with cross-selling when possible to ensure meeting goals

Oversaw the sales and services for existing clients at the very established agency, focusing on maintaining the existing book of business and upselling insurance products, rounding out accounts• Utilized own Center of Influences (COI), call-ins, and various web leads, prospecting, quoting, and selling to new agency clients

Providence, Rhode Island, Us

• Collaborated with retail branch partners and oversaw the acquisition of new to-bank relationships, actively maintaining a portfolio consisting of ~100 clients with annual revenues of $.5M - $2M• Created a targeted Center of Influence (COI) list and established a strategic roadmap, developing partnerships that result in referral businesses, assisting in achieving goals• Utilized networking and cold calling within Southern Vermont to drive the addition of new bank clients, as well as identifying new opportunities for existing clients to maximize customer relationships

• Hired into the newly developed role to function as a business partner with oversight of 60 stores throughout the Upstate New York and Vermont region, focusing on coaching retail bank sales staff on insurance products, the referral system, and sales, consistently performing in the top 3 producers out of 13• Established relationships with internal and external business partners, utilizing networks to deliver specialized knowledge and drive customer satisfaction• Engaged in retail blitzes with various store managers, partnering on sales calls to grow and retain business, increasing the customer wow index• Performed as the liaison between the regional sales specialist group and the insurance sales department, focusing on developing strategic sales processes and reporting• Collaborated with IT to identify what information needed to be included in reports and what it needed to look like, producing the ability to show the number of leads received, the number of leads contacted, the number quoted, and the number sold, utilizing the data to establish ownership of each lead to produce stronger, better-qualified referrals

Associate In Animal Science, Dairy Science

Liberal Arts