Overseeing our indirect broker and MGA group, providing product and procedural training, and assisting them in achieving their sales goals.

- responsible for the communication between current and former clients - implementation of a CRM to assist in the simplification of the sales process of our agents - design and distribute both digital form based applications and marketing brochures for various insurance products - major contributor to the development of phone applications designed for the growth of the fleets we work directly with- full custody of the company website in order to to implement an SEO strategy - building the website for new apps we develop and implementing an SEO strategy for said app

- Establish and maintain relations with new clientele - Implement all operational, logistical, and marketing elements of successful project management - Responsible for purchasing of materials and goods required to complete tasks within a budget

- Applied a solution-based approach to sales and client management by identifying customer pain points & guiding them to a suitable solution - Effectively provided sales strategies and experience to other staff assisting them in meeting and/or exceeding sales quotas - Formed a good rapport with customers, becoming their ‘go-to’ guy for both solutions and product knowledge

- Coordinated and implemented the training and onboarding of new employees - Completed tasks efficiently while maintaining the high standards to which the company prides itself - Took charge of time-sensitive problem solving in a plethora of different situations; construction deadlines, customer requests - Delivered on in-the-field up-sales on products and services in the thousands of dollars

- Grew business by over 200% after acquiring it from previous owner - Created bold brand recognition, ambassadors, and a loyal client base via strategic marketing, including SEO, website development, consistent branding, and cross-promotional activities - Built a team of 25+ professional drivers and dispatchers through a customized workforce development process - Handled the accounting, scheduling, B2B sales meetings, networking, conflict resolution, product design, social media accounts, and other day-to-day business activities

- Successfully gained and maintained own clients and their prospective portfolios - Developed long-term, business relationships built on trust - Prepared investment, insurance, retirement, and cash flow analyses for clients

- Responsible for the complete training of 2-3 new employees, yearly - Complete tasks efficiently while maintaining the high standards to which the company prides itself- Creation of invoices as well as receiving payments with QuickBooks- In-the-field up-sales on products and services

 Take telephone calls and provide reassurance to clients immediately after accidents and traumatic situations Maintain confidential, detailed notes Collect as much information as possible in order to complete the claim