Finished #1 in my sales department each year Achieved President’s Club each yearExceeded well above 100% of my quota each year Gained the necessary knowledge and skills in order to be able to help new and current customers with various insurance policies, including General Liability, Workers’ Compensation, Property Insurance, Professional Liability, Cyber Liability, etc.Consistently brought in new customer revenue each yearDeveloped strong relationships with new customers, insurance carriers & underwritersEarned a plethora of invaluable information in regards to how to properly assure each customer is appropriately covered based on their industry and business needsObtained the most 5-star reviews from clientsTrained several coworkers on the day to day tasks, as well as best sales methodsRecruited a top sales representative over to this company from a highly considered competitor

• Completed required course work and passed state test to become a licensed Property & Casualty Insurance Agent• Created own sales opportunities through many phone calls, emails and constant hunting• Created strong partnership with my co-workers to retain more product knowledge and selling techniques• Created strong partnerships with numerous carrier underwriters to leverage more sale opportunities• Gained knowledge and experience by submitting several quotes through various carrier underwriters• Applied my organizational and planning skills to harness more sale opportunities• Sold more than $8,000 in revenue in my first month on the phone with no quota• Currently at 150% of my sales revenue quota for the year

• Managed and controlled finance team in order to achieve and exceed necessary goals/targets• Managed and executed numerous, large projects for finance team• Worked closely with ACC and AT&T managers to strengthen and improve key processes and target financial growth• Created financial growth plans and maximized performance of entire finance team• Analyzed results, identified trends and communicated information to finance team• Directed and oversaw execution of accounts payable, accounts receivable, bank reconciliation and independent audits• Ensured financial statements comply with internal policy and external regulations

• Identified sales opportunities by presenting company’s products to small/medium businesses throughout the Greater •Rochester and Finger Lakes areasProspected leads through nonstop, face to face interactions, as well as numerous phone calls • Developed and built strong and successful relationships with various business owners• Leveraged company’s sales aids and my relationship skills to consistently close sales• Consistently trained and helped my co-workers with the social media aspect of the business• Expanded new business opportunities, while also retaining and growing current customers

• Obtained extensive product knowledge of Paychex products and service• Generated appointments for outside sales representatives• Maintained selling skills through daily use of telephone communication to meet minimum levels of production in accounts worked, appointments generated, and revenue produced• Upheld consistent lead management by establishing effective working relationships with outside sales representatives.• Exceeded 100% of quota for appointments and sales• Trained and improved co-workers on selling techniques on a consistent basis

• Individually researched and pursued/contacted potential client leads for sales opportunities• Generated and executed customized presentations to prospects• Focused on interpersonal relationships in the communication field to appeal to various needs and wants of customers

• Used selling techniques to help benefit the company • Gained management abilities and expertise• Installed product knowledge, communication, leadership and selling skills in both my co-workers and myself• Managed and motivated sales associates to achieve sales and quality customer service• Was fully immersed in the sales field, gained knowledge and experience necessary to be successful in the field• Attained and exceeded my sales quotas and expectations