Kelly Cale Email & Phone Number

Northbrook, IL, US

• Leads all sales strategy within the District to include the following states: MN, MO, KS, NE, IA, MT, WY, ND, SD
• Develops the annual strategic business plan in partnership with the Sales Zone Leader
• Directs frontline sales leaders within the District in implementing strategies for consulting with agencies to achieve sales and business objective targets
• Collaborates with Agency Channel leaders and performs stakeholder and risk analysis on District-related issues
• Provides direction for the District’s agency pipeline including reviewing candidate qualifications, performing candidate interviews and determining placement of various distribution programs
• Establishes operational objectives for the New Agency Leaders and coordinates the pooled support of Process Support Consultants

Northbrook, IL, US

• Leads the Market Sales Agent strategy and process executions in the West Zone
• Directs MSA Sales Leaders in implementing strategies for coaching employee producers to achieve sales and business objective targets
• Establishes operational objectives for the MSA Sales Leaders and coordinates across support resources
• Collaborates with Agency Channel leaders and performs stakeholder and risk analysis on sales agent issues
• Engages with multiple business units to drive leadership accountability, multi-channel planning and engagement for support of the model

Northbrook, IL, US

• Responsible for organizing, directing and integrating the agency strategies and change initiatives to drive profitable growth across the Western Zone
• Executes on strategic initiatives to drive Market, District, and Zone level results across 10 states
• Leads complex and critical programs between the field and home office teams including state-level product related triage
• Leverages quantitative, qualitative and trend data to draw conclusions and help drive business results
• Maintains strong collaborative working relationships across all three functional areas of Agency Sales (Strategy, Operations, Zones) and proactively shares information to ensure common vision and partnership in support.

Northbrook, IL, US

• Implemented go-to-market strategies with agencies generating $100M+ in premium; 2% revenue growth, year-over-year
• Achieved Key Leader Award (2017, 2019) by transforming a low-performing market to a growth market (top 4% in the country)
• Led hiring, consulting and business development of 40+ exclusive agents (independent business owners) per year
• Developed strategic plans, marketing strategies and recruitment campaigns, which resulted in launch of 10+ new agencies
• Consulted agents on business planning, process improvement, sales and marketing strategies to improve top line growth
• Cultivated relationships with corporate support departments to liaise between agencies and support overall growth

Northbrook, IL, US

Northbrook, IL, US

• Trained 50+ staff across 15+ agencies on lead generation strategies for financial services specialists in Southern California
• Partnered with select agencies to maximize sales potential in providing Life and Retirement Services to customers
• Gained hands-on sales experience through an intensive sales training campaign; exceeded targets by 15% – 25%
• Assisted agencies with maximizing revenue and profitable growth to help achieve agency-specific targets

Northbrook, IL, US

• Led all phases of four strategic projects with budgets of up to $10M, related to internal and customer-facing claims processing
• Managed 3 – 5 direct reports per project; served as a key decision maker in contributing to strategy and future initiatives
• Liaised between business and technical teams to ensure design and technical requirements met project guidelines
• Mentored staff on project management and leadership; conducted annual performance reviews to ensure professional growth
• Received the Distinguished Performance Award for achieving a high-performance rating and demonstrating leadership (2011)
• Supported company-wide strategic initiatives that impacted all aspects of claims and required the ability to work across disciplines

Northbrook, IL, US

• Managed 12+ claims personnel throughout daily operations of settlements and investigations of auto and casualty claims
• Coached and mentored claims processors, adjusters, and auto evaluators to ensure best practices were followed
• Received the Distinguished Performance Award (2004, 2006) as a result of annual performance metrics among 100+ personnel
• Trained cross functional office managers in SOX and internal compliance

Northbrook, IL, US

Northbrook, IL, US