Devon Bates Email & Phone Number

Carmel, In, Us

Carmel, In

▪ Manage a value-added program designed to drive website traffic, generate leads and meet needs of customers and prospects. ▪ Track website analytics, email open and click-through rates and other metrics to determine effectiveness of marketing efforts and recommend strategic changes. ▪ Plan company participation in trade shows, conferences and special events. Develop strategies to attract booth traffic and coordinate pre-event marketing efforts, including emails. ▪ Research key events and create annual event calendar. ▪ Coordinate efforts with sales staff and ensure efficient process to follow up with contacts and build a strong sales pipeline. ▪ Handle special projects for the sales and marketing departments. ▪ Forward lead contacts from programs and events to sales team and help guide prospective customers through the commercial loan application process. ▪ Keep abreast of insurance industry and market trends to engage in meaningful dialogue with prospects and understand their unique needs and how loan products can help.

Indianapolis, Indiana Area

▪ As a professional Insurance Agent, I specialized in providing Insurance policies that safeguard against Death, Illness, Property Damage or Theft. ▪ Maintained and fully responsible for forecasting the growth and profit of an Insurance Debit book of $13 thousand dollars. ▪ Collaborated with our Corporate Office and cross functioning team (underwriting, marketing, finance, operations, products and service) in order to roll out new products and to grow and sustain current book of business. ▪ In 2011, met with over 200 potential clients, in person or over the phone, to explain Insurance options ▪ Increased current Book of Business 11% ▪ Top Book of Business agency performer four times in 2011 ▪ Policy collection for Book of Business continually exceeds an average of 92% ▪ During 2011, exceeded Company Sales goals for 6 months ▪ Exceeded Sales Goals by 20% in 2011 ▪ Partnered with incoming new agents to conduct company training

Indianapolis, Indiana Area

My responsibilities ranged from assisting Agency Executive in performing advanced, diversified, confidential secretarial and administrative duties. ▪ Built solid customer service relationships with State Farm agencies, their Staff and at State Farm’s Corporate level ▪ Managed customer satisfaction by following up on reports, complaints, company policy and collaborating with State Farm Operations teams (sales, claims, underwriting, products and services). ▪ Maintained confidential policies, sensitive information and confidential records for 160 Indianapolis State Farm Agents and their Staff ▪ Gained approval from Agency Executives in developing, driving, tracked and facilitated corporate and in house promotions that resulted in increased sales ▪ Organized, coordinated and implemented all aspects of business meetings, staff training, travel, award dinners, and a variety of corporate-related and community events in attendance of up to 500 people which required high level of attention to detail and focus. ▪ Partnered with Corporate Promotion to the Panama Canal “Sail Away” sales promotion based on participants yearly sales production ▪ Managed in house Staff Promotion for 160 Agents staff, “It's Your Choice” that resulted in 26% of participants qualifying to travel to location of their choice based on individual sales production ▪ Partnered in driving the Agent office sales promotion to Italy, “When in Rome” where 11% of Agent qualified to travel based on Life sales production ▪ Built and sustained strong relationships with business partners and outside vendors which include Wal-Mart, the Omni Hotel of Indianapolis, Rick’s Boat Yard Café, LePeep’s, Goodwill Industries, The Indianapolis Children’s Museum, Babies-R-Us, Subway, and Indianapolis Public Schools to partner and sponsor State Farm in annual Community Events.

Indianapolis, Indiana Area

▪ Solicited new business in individual Life, Automobile Insurance, individual and Small Business Health Insurance ▪ Exceeded sales goals for 1998 by 5.3%, 65 new customers ▪ Exceeded sales goals for 1999 sales 5.5%, 71 new customers ▪ Exceeded sales goals for 2000 sales 5.1%, 66 new customers ▪ Collaborating with State Farm Operations team (sales, claims and underwriting, marketing and products and services), managed the internal and external clients, Automobile, Fire and Death claims, policy changes, policy updates and premium payments ▪ Maintained confidential client records

Indianapolis, Indiana Area

▪ Provide detailed customer service, in a fast-paced environment utilizing a custom built computerapplication and Microsoft suite of products. ▪ Claim Processor ▪ Provided customer service to internal and external clients ▪ Improved customer service by following up after claim completion ▪ Provide assistance to claim handlers by performing a variety of support services ▪ Enter electronic claim information (e.g., subrogation, salvage information, and medical bill codes) ▪ Update and make corrections to claim files as directed by claim representatives