In my current role as a Business Development Manager, I:• Lead the development, implementation, and execution of programs and processes to ensure successful project launches.• Increases sales of insurance contracts and drives business growth by leading the creation and implementation of marketing strategies and sales plans.• Cultivate profitable relationships with clients nationwide, growing the book of business through new client acquisition and client retention. Provide regular follow-up, timely responses, and comprehensive account support throughout the sales process, resulting in increased client retention. • Generate and revise contracts and reports and incorporate necessary changes to meet client requirements. Facilitate contract negotiations and maintain detailed and accurate records of transactions, sales, and terms in Salesforce.• Conduct thorough inspections of properties for underwriting purposes to ensure standards are met. Organize and evaluate maintenance, grounds, and administrative operations.• Create and deploy onboarding and Salesforce processes, focusing on maintaining strong client relationships.• Lead competitor analysis to determine how to enhance implemented business strategy. Share insights into prospects’ organizations, processes, business strategies, and services.• Perform all tasks in alignment with regulations and compliance standards within the insurance and self-storage industries.• Contribute to the realization of established sales targets by tracking, analyzing, and reporting on key sales metrics and accurately documenting sales activity.

In my current role as Board of Directors, I: • Liaise with other board members to ensure the company adheres to established laws, regulations, and ethical standards while overseeing its financial health and operational performance through periodic reviews and audits.• Assess and mitigate any risks to the company, including financial, operational, legal, and reputational risks, by engaging in thorough risk assessments and establishing robust internal controls to minimize exposure.• Serve as a key leader with diverse expertise, encompassing areas like finance, law, marketing, and technology, to ensure well-rounded decisions considering multiple facets of the business environment.Represent the company to its shareholders, ensuring transparent communication about matters such as financial performance, corporate governance, and other key topics.

In my current role as a CEO, I: • Oversee the company’s strategic direction by synthesizing operational reports from lower-level managers to inform long-term planning, ensuring alignment between day-to-day activities and overarching strategic goals.• Request reports on the performance of various areas within the company to gain insight into how each area is performing and determine what strategic maneuvers should be taken.• Enforce adherence to legal guidelines and internal policies to maintain the company’s legality and business ethics.• Create a positive work environment to drive success; lead and motivate subordinates to advance employee engagement and build a high-performing managerial team.

In my previous role as a Business Development Manager, I: • Spearheaded several admitted and non-admitted insurance programs by building and maintaining client relationships with oversight of accounts and client managers.• Handled and serviced over $800 million in annual client revenue of over 250 clients in more than 2200 facilities, generating an average yearly increase of $100 million.• Established as an internal resource of regulatory guidance for Federal and State Compliance parameters while performing audits for carriers on monthly bordereaux, invoicing, funding, and billing.• Designed and created several insurance programs to provide a conduit for writing and generating insurance policies within the established parent company.• Functioned as a link for network leads and referrals to agents, brokers, wholesale, and third-party administration needs dependent on the program.• Served as a third-party administrator for marketing and business development for multiple insurance programs while managing accounts receivable and payable. Functioned as the Agent Liaison for various insurance entities.• Promoted programs at various State Association Trade shows and marketing events nationwide. Designed and created social media notifications, website updates, and different marketing material handouts in preparation for the show.• Leveraged expertise to develop multiple insurance programs from concept to client, qualifying each program via research and marketing development.• Entered program into system integration, focusing on testing and quality control for product software and agent accessibility and rolled out programs for client utilization.• Brainstormed and developed marketing strategies, database system developments, and networking tools to integrate with internal websites, software, and agency management systems while serving as Marketing Director and Development Manager.

In my previous role as an Agent Lead Specialist, Sr. Customer Service Representative, I: • Functioned as Territory/Branch Manager Assistant, directing and coaching the region’s top sales and service staff, achieving top performance ratings.• Planned and led weekly growth and development meetings for project teams, driving continuous improvement and successful outcomes.• Oversaw follow-up activities to gather and analyze customer feedback; recorded customer suggestions for improvement; and submitted detailed reports to senior management.• Coordinated with team members to enforce best practices and established a positive and collaborative work environment, supporting personnel growth and development.• Responded to inquiries, resolved issues, and leveraged knowledge of the company’s products and services to answer customer questions.