A trusted provider of medicare supplement insurance, life insurance, finance and mortgages.Receives inbound calls from prospects, current policy holders, 3rd party lead sources, and business partners. Solicits new or add-on business, conserving current business and generating leads with established customers through direct telephone contact, written and electronic communication. Provides services to ensure the retention of Direct to Consumer (DTC) business. Rated “Outstanding” Q1 & Q2, 2022.Ranked 9th for EVP in Q1, 2022 and 13th for EVP in Q2, 2022.Nominated for Peer-to-Peer Award, March, 2022.Creatively led Monday huddles to motivate and educate peer agents with my "Five Minutes to Learn More so You can Earn More" and “Pick-A-Call Any Call/Mystery Caller” series. This provided thecatalyst for the team to exchange best practices, learn and grow. It enabled them to become better agents by diving deeper into the handling of sales objections, cross selling, creating urgency, using enhanced discovery, and assumptive closing.Selected to present my ideas to the corporate executive-management team for the 2021 and 2022, "The Open" Forum. In 2022, both ideas submitted were approved for implementation to improve operation excellence and provide additional company growth.Created and serve as team lead for a new Community of Practice called CFSG. It provides continuous improvement and motivational opportunities for sales associates. Developed a daily tracker tool to stay focused on goals and accountability and shared this with my peers as a resource they could use, if they so choose, to maximize their sales success.Designed a sales tool with a new approach to product bundling that improved my multi-sales to as high as 1.41.Served on the following pilot teams: UCSL1, Conservation, Cancer, and Pet.

A world leader in modified atmosphere packaging machinery and distributor of film and bags.Established and maintained a strong presence of CVP in the region across the food processing and industrial industries through professional relationship and consultative selling and customer service.Sales region included: WI, MN, MI, IL, IN, OH, SD, ND.Successfully managed sales growth by developing new prospects into customers and maintaining existing ones.Identified and presented a new market opportunity and key account "one-company" selling process to the senior management team for implementation.

Trusted name in property and casualty insurance and financial services with a wide range of products that transfer risk and offer optimum solutions.Quoted and tracked new insurance business and scheduled client meetings to accomplish targeted performance objectives while keeping the pipeline full of qualified prospects and identifying them through business resources, networking, referrals and cold calling.Attained high retention and customer satisfaction during the on-boarding and policy review processes through pro-active and consistent engagement and communication.With Allstate Benefits, I provided customer service support, via the telephone to policyholders, agents and brokers. Maintained quick, professional, precise resolution to customer issues/questions.

A national provider of membership services such as roadside assistance, travel, and insurance.Engaged BTB to set up new business groups for offering the AAA membership and insurance as a voluntary employee benefit with a focus on chamber of commerce members.Attended AAA Travel events and chamber of commerce sponsored events to promote and sell memberships and insurance.Managed customer retention through well defined processes of on-boarding, policy reviews, and tracking.Developed new business through BTB and outbound cold calling, customer referrals, networking, and cross-selling. Sold the right insurance solution that included a bundle of brokered products.Partnered with life specialist to develop new business through cold calling and through a customer referral process.

IPG is a leading manufacturer of films, tapes, and packaging equipment.Managed market share growth and the IPG brand for NE, IA, and SD through a strategic business plan.Built strong distributor relationships through field support, sales training, assisted with contract negotiations, responded to sales leads, closed new business through application and solution based selling, and implemented new products and programs.Identified new business opportunities, along with customer engagement and retention.Awarded membership into the Intertape Polymer Group Chairman's Club for exceptional and consistent tape and equipment sales growth and retention.