Erin Grady Email & Phone Number

-Lead multi-functioning team supporting critical, complex and production driving operational functions for AIA including; Agency Onboarding, Sales Support, and Salesforce Admin-Successfully implemented and enhanced agency onboarding process to achieve a 72 hour appointment for AIA's, which increased production months for new agents to drive AIA production results.-Communicates effectively in challenging and complex situations. Presents complicated information with efficiently.-Anticipates needs of the business units and leads efforts for continuous improvements-Develops, operationalizes, and implements ideas that have long term broad organizational impacts-Serve as Product Owner for several critical Salesforce products using Agile methodology-Partnering with off shore Agile Scrum team, developers, and testing teams-Manage AIA's Salesforce platform by enhancing and maintaining sales, education, and operation processes.-Collaborates with cross functional business partners and leadership to present business cases and influence others to align on prioritization, funding, and implementation in efforts to achieve goals.

Northbrook, Illinois

-Managed ReQuote sales team and collaborated with our field partners to assist with driving production, building relationships. -Led ReQuote Ambassador team who provided knee to knee consultation support across the country.-Developed ReQuote Playbook for sales team, regional partners, and agencies.-Integrated sales skills and strategies to help drive production within the sales support team.-Managed ReQuote process in Salesforce including tracking agency results, applicants and trends.-Partnered with operations and ReQuote processing team to enhance user experience-Served as Regional/Home Office Sales SME by providing direct support

Northbrook, Illinois

Evaluated agency, regional and sales leaders’ development needs and ensures alignment of learning and development-Worked cross-functionally to deliver effective, efficient solutions to all levels of agency, regional, and field sales leadership-Supported and leads the development/design, review, approval and facilitation of education and development programs-Solicited input from key stakeholders-Ensured effective delivery of curriculum through a variety of mediums such as instructor led training, web conferences, teleconferences, live meetings and videoconferences-Supported creation of training manuals and other educational materials-Developed communication strategies and materials to support new and existing programs focused on development of sales leaders-Communicated and presented project information/updates to various levels of leadership including senior leadership/Officers within Sales and across other functional business units-Assisted in the formulation of strategies to achieve plan objectives alighted with FSL goals-Built strong relationships among teams/team members to ensure cooperation on project objectives-Evaluated current results, identifies variances to planned performance, analyzes causes of variance and recommends actionable solutions

Northbrook, Il

Manage commercial relationships with exclusive and independent agencies to maintain and help grow there commercial books of business. Manage focus agents to grow commercial certified agency force and help achieve Top Commercial Producer status. Serve as a key Business Insurance resource to assure agencies have the tools, resources necessary to achieve trusted advisor status and objectives.Maintain collaborative working relationships with RSL, TSL, FSL, TSC, APS, AB leaders in region and home office leadership and state managers.Managing and disseminating of key messages and implementation of key initiatives and priorities in the territory.Provide consultative sales process during sales visits/calls with agents and staff.Develop and manage markets business plan of action.Responsible for sales growth, agent education, business planning, and problem resolution.Manage assigned exclusive and independent agencies. Responsible for working directly with Allstate Exclusive agents, as well, as business owners to identify Allstate and Commercial Expanded Market (CEM) insurance products that meet the Top sales performer and grew territory year over year in both premium and items.Recruited, hired, developed new small business LSPs utilizing Model Office toolsAchievements of Award of top Inside Sales Leader for growth in 2013 with Allstate’s Sugar Bowl Trip.Achievement of Award of 4 net new Top Commercial Producers and awarded the ABI trip to Bahamas for 2014 production.Facilitated profitable growth and increased market share within my assigned group of agencies for Allstate Business Insurance. Responsible for sales growth, business planning and problem resolution.

South Barrington, Illinois

Responsible for working directly with Allstate Agencies, as well, as business owners, to identify Allstate and Commercial Expanded Market (CEM) insurance products that meet the insurance needs of the business owner. Provide superior customer experience through effective telephone and written communication techniques that discover customer needs while building a customer relationship.Built relationships with the agents to promote profitable sales and maximize sales opportunities by partnering with the agency to prospect for small businesses within Allstate Business Insurance’s market direction. Proficient at delivering a sales proposal based upon the unique needs of the business owner and closing the insurance sale, while working with the agency in a partnership environment.Communicate effectively with business owners to understand the risks that face the business owner and how insurance products may assist them in managing those risksCommunicate effectively with Allstate agencies in the assigned territory to partner and maximize sales and lead volumeComprehensive understanding of specific company products, underwriting guidelines and market directionListen and engage business owners, agency owners and producers to identify insurance needs and illustrate how commercial insurance products will meet those needsProactively identify and act upon selling opportunities to increase Allstate Business Insurance penetration and improve customer retentionDevelop subject matter expertise Assists with the training of others as neededMaintain appropriate metrics levels, including but not limited to sales, inbound call volumes, outbound call volumes, phone availability, sales productivity, quality and complianceUtilize knowledge of agency compensation model to reinforce how business insurance can help agencies grow their book of business, and lead to cross sell opportunities in other lines of business

Provide consultative sales support to large base of Financial Institutions & Independent Planners within the following states: PA & W.Virginia (current), AR,OK & N.Texas (2004–2006).Develop the selling skills of Bank Agents & Independents to deepen relationships & increase market share of Allstate Financial products.Manage territory’s marketing plan while partnering with other strategic departments to ensure effective penetration of all existing relationships & prospects.Create sales opportunities through proactive outbound calls; establish & maintain strong client relationships by delivering clear, persuasive & well-organized telephone presentations to individuals & groups.Provide current industry & detailed product knowledge through live formal training, conference calls, virtual wholesaling, & one-on-ones.

Worked closely with Regional Sales Consultants & Regional Sales Managers to expand the number of sellers & increase overall production by responding to all sales fulfillment requests & providing assistance on special Allstate Financial Distributors sales projects.Provided assistance on sales, product promotions, & seminars to ensure a successful presentation.Contributed to completion of projects and marketing plans with individual territories & managers.Communicated daily & monthly sales reports to all levels of support.Assisted in handling inbound calls for all territories & helped develop the selling skills of Financial Consultants, Licensed Bankers, & Independent Planners.Provided administrative support to Regional Sales Consultants & Regional Sales Managers in order to allow sales to focus on selling.

Provided quality customer service in a professional, timely & courteous manner for; Allstate Glenbrook Life. Answered incoming external & internal customer calls from agents, regional sales consultants, regional sales managers, & back office personal to assist with customer satisfaction in resolving any pending issues & complaints in a time sensitive process. Was cross trained through multiple channels to adapt to call volume & assisted in data collecting applications.Processed financial & non-financial transactions with efficiency.Maintained proficiency level of 99% on all inbound calls daily ranging from 70-85 calls.Demonstrated high command of tax laws & implications on annuity investments.Gained extensive knowledge of variable, & fixed annuity contract features.Earned certificates in operations management, IASC streamline date collection, image & workflow.

Bachelor Of Science In Management- Bs, Business Administration And Management

Education record