Holly Donald Email and Phone Number
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Client focused insurance solutions based on relationship building and needs analysis.
Isagenix
View- Website:
- isagenix.com
- Employees:
- 8183
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Licensed Insurance Agency SpecialistPaul Rathkamp Agency - American Family Insurance May 2016 - Present11805 West Hampton AveInspiring, protecting and restoring the dreams of the people & businesses in the community; Sales Specialist is responsible for developing, maintaining, and growing Personal Lines & Life Insurance business segment with new and existing clients. Proactively problem-solve through relationship building to identify products that meet customer current and future needs. Contributed to growth in 2018 through a continued partnership with the Business Owner & consistent efforts focusing on New Business production and Retention. Result: Grew PIF (Policies In Force) by 3.8% and increased our Retention percentage by 1.85%. Aligned with a district that set company records for lives protected in 2018 via Life Insurance. Result: Company record established by District 43 of 1247 Lives protected & 33 of which came from our Agency. Participated in corporate lead Sales Training boot camp. Result: Increased Agency quoting opportunities 390% YOY with a 78.4% New Business Production YOY for the Agency thus, asked to prepare and motivate the next Sales Training boot camp.Partnered with Agency owner & developed a strategy to increase Agency Profitability through increasing Policies in Force. Result: Increased policies in force by 3.4% by the end of Q1 2017 which resulted to 116% more new business written Q1 2017 compared to Q1 2016.Focused on business growth through marketing strategies such as internet leads, social media postings, and COI visits. Result: Delivered successful results which contributed to increasing the Agency's policies in force by 3.3% in 2017. Educated customers on the importance of insurance, what different types of insurance do and helped them choose the right options for their needs. Result: Significantly increased customer satisfaction scores and generated more quality business through referrals.
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Health And Wellness SharerIsagenix Jul 2019 - PresentHelping other's live their best life with complete nutrition. Developing relationships with other's to help them get started with their personal wellness store to feed their bodies with high quality nutrition. -
Personal BankerBmo Harris Bank Aug 2012 - May 2016Brookfield, WiPersonal Banker 2015-2016Developed, maintained, and grew business with new and existing clients. Identify and sell/ refer products/services based on an analysis of client financial needs, current and future, monthly sales goals, analyze client financial credit data to evaluate lending risks and provide financial education. Closed on 53% of clients through a relationship based sales approach while the company objective is 35%. Generated $1,500,000 in sales for Q3 2015, recognized as sales leader and promoted 3 times in 3 years.Recommended to be the point person for delivering financial wellness seminars to local businesses and provide financial education to their employees which increased the branches client base and sales. Optimized existing client relations to develop stronger relationships which increased partnership referrals an average of 6 per month and contributed to the branch reaching an ultimate high in promoter score of 94%.Chosen to be 1 of 14 bankers in the Region to participate in the pilot Premier Banker Development program. Universal Banker 2013-2015Responsible for providing transactional support, adherence to internal policies and procedures to ensure 100% pass rates of internal audits, review client profiles to identify and refer sales opportunities, and assist in vault management.Provided personalized service to clients and achieved top 10% sales, 101.8% of sales objective and sold an average of 35 units per month.Contributed to achieving quarterly branch goals of $1,800,000 in checking accounts and $5,900,000 in total loans Q2 2015.Service Representative 2012-2013Responsible for completing cash and non-cash transactions, review client profiles, ensure compliance to policies and procedures as they relate to privacy, money laundering and fraud. Referred and closed $946,205 to business partners and exceeded personal sales revenue goals ranking in the 79th percentile company wide. -
Store ManagerSubway 2011 - 2012Brookfield, WiResponsible for performing and directing overall restaurant management, including directing staff, scheduling, ensuring standards of food safety, product preparations, cleanliness, safety and security, recruiting, training, inventory and money management, customer service, and supporting national marketing initiativesOpened a new location, directed hiring of initial 6 people, received Serve Safe certification, and trained 10 employees. Grew sales with promotional events, including customer appreciation days, business direct marketing, and catering availability. Identified and developed an employee to assume Store Manager responsibilities. Established a high standard of customer service which achieved a large customer base of repeat business in which the staff knew by name.
Holly Donald Skills
Holly Donald Education Details
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Management And Administration -
Business And Management
Frequently Asked Questions about Holly Donald
What company does Holly Donald work for?
Holly Donald works for Isagenix
What is Holly Donald's role at the current company?
Holly Donald's current role is Passionate in helping others to live a better life - protecting dream & building a legacy!.
What is Holly Donald's email address?
Holly Donald's email address is ho****@****ook.com
What is Holly Donald's direct phone number?
Holly Donald's direct phone number is +141437*****
What schools did Holly Donald attend?
Holly Donald attended Ottawa University-Milwaukee, Waukesha County Technical College.
What skills is Holly Donald known for?
Holly Donald has skills like Sales, Life Insurance, Property And Casualty Insurance, Sales Process, Portfolio Management, Customer Service, Customer Retention, Marketing, Relationship Management, Time Management, Problem Solving, Training.
Who are Holly Donald's colleagues?
Holly Donald's colleagues are Charles Sperrazza, Melinda Chaffee, Erin Brauer, Denis Isagenix-My, Criss Matesic, Jasmina Pericic, Tiffany M.
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Holly Donald
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