I provide vital commerical insurance mainly general and professional liability coverage for pharmacy, dental, grocery, veterinarian, and home medical equipment companies.

• Conducted 1-hour zoom meetings online with potential business owners/entrepreneurs who need tax guidance. • Responsible for all marketing efforts through Facebook and LinkedIn by using various click funnel/campaigns to create buzz and bring awareness of our tax services.• Sold a suite of tax services: Proactive Tax Planning, Outsourced CFO Services, Consultation, Income Tax Preparation. o Responsible for growth revenue year to date $126,550-Lead Salesperson.• Focused primarily on referrals, upselling, and marketing efforts to bring revenue into Smeed.

• Managed and grew thousands of individual accounts, providing exemplary customer service, employing solution selling tactics, and resolving client issues to support essential revenue streams. • Leveraged effective lead generation and sales strategies to continuously prospect new business, identify sales goals, respond to customer feedback, and secure client commitments. • Exceeded annual goal for the 2018 fiscal year (FY) by hitting 104% of goal, driving $2.37M in sales. • Supported business development operations, collaborating cross-functionally with management, external sales partners, and other stakeholders to complete RFPs, bids, and other proposals. • Utilized the cloud-based Salesforce CRM platform to manage and track leads; coordinated and attended weekly sales meetings to assess performance and review sales strategies.

• Performed extensive customer outreach, lead generation, and other sales strategies to drive sales growth for annual premiums. • Delivered insightful consulting to more than two dozen Chicago Public Schools (CPS) facilities, reducing the overall insurance lapse rate for the institutions. • Onboarded, trained, and mentored new employees, instilling recruits with the knowledge and skills needed to succeed in a competitive market with a complex product portfolio.

• Boosted referral business by 25% for the 2012 FY by executing a cold-calling campaign that incentivized customers to attend networking events and generate positive reviews. • Identified and pursued new business opportunities, issuing more than 100 auto policies and nearly 70 home policies. • Fostered member retention by delivering exemplary customer service, utilizing product knowledge to resolve issues and provide pertinent information. • Leveraged public speaking and event facilitation skills to showcase product offerings; coordinated various marketing efforts that bolstered membership enrollment levels.

• Established a profitable book of business, employing B2B and B2C sales strategies to build and maintain relationships, secure sales, and generate referral business. • Created marketing plans that drove policy sales growth; continuously increased monthly leads and quotes by 50% after restructuring the overall business plan. • Devised innovative networking tactics in alignment with both the local Chamber of Commerce and affiliated 501(c)(3) organizations, enabling an increase in premium rates. • Developed partnerships with local mortgage and real estate brokers to generate leads.