Lori Shad Email & Phone Number

Atlanta Metropolitan Area

Atlanta Metropolitan Area

Leveraging social media and outbound prospecting, sourced talented small business owners for the Allstate Exclusive Agency opportunity. Contributed to candidate’s optimal success by guiding them through a timely, effective, and positive onboarding process. Demonstrated change agility and flexibility by adjusting project plans to account for dynamic targets, staffing changes, and operational specifications. Increased process efficiency by identifying improvements and making suggestions that were widely received. Passed Security Industry Essentials (SIE) and Series 6 exams.• Assigned to lead recruiting and onboarding for new sales role piloted in Atlanta, exceeding hiring goal by 75%.• Led, trained, and consulted peers on recruiting and onboarding process for new role, resulting in team outperforming counterpart region by 50% and countrywide expansion of program.

Atlanta Metropolitan Area

Drove increased sales, minimized customer churn, maximized revenue, and optimized workflows by consulting agency owners on business process best practices and providing software and product training. Recommended data-driven, creative solutions aligned with overall company strategies. Developed and executed plans to monitor process and platform adherence. Educated sales force by creating and facilitating webinars influencing high engagement and positive feedback. Contributed to increased product adoption by designing key metrics tracking and communicating results to leadership team.• Onboarded 21 new agency owners in Atlanta market by delivering training and recommending sales processes, exceeding target with 71% achieving at least mid-tier bonus level.• Recommended sales processes to drive profitable growth and influenced best practice adoption, resulting in 12pp increase in quote bundling in assigned markets of 50-60 agencies in 2019.

Atlanta Metropolitan Area

Designed and facilitated virtual and classroom sales training that included classroom presentation, small group facilitation, 1:1 coaching, live call shadowing, and role play sessions to over 400 new agency owners and licensed sales producers. Collaborated with Marketing and Sales Leadership to develop and facilitate workshops on sales, software, product, and process training. Completed Master Facilitator course. • Earned consistent 'expected' or 'greater than expected' survey results from learners.• Created and presented thorough and engaging new product training, resulting in high product and process adoption rates.

Atlanta Metropolitan Area

Resolved complex product or service inquiries by determining root cause; selecting and communicating optimal solution; collaborating cross-functionally to expedite timely resolution; following up to ensure satisfaction. Proactively consulted internal customers on how to maximize online resources to improve operational efficiency. Collaborated with technology team on creation of database used to track and measure agency issues and communicated results to leadership team.• Leveraging extensive product / process knowledge and expertise, quickly and accurately solved over 500 complex problems.• Identified skill gaps, as well as inefficiencies in processes, resulting in increased internal / external customer success and satisfaction.

Atlanta Metropolitan Area

* Risk Management Associate -> Risk Management Specialist -> Senior Risk Consultant -> Product ManagerDrove strategic planning by building KPI measurement tools, analyzing data, and formulating recommendations to increase profitable growth in four states. Observed market trends and competitor performance and analyzed gaps to update sales strategies and maximize close rates. Developed reputation among internal customers as being the "go-to" person for support. Selected to participate on and lead several high-performance cross-functional teams focused on driving growth and retention improvement, as well as new product implementations.• Developed strategic recommendations for compliance processes saving over $2M.• Communicated and implemented product, pricing, and process changes to internal customers through written communications, webinars, and in-person presentations leading to high early adoption rates.