• Report directly to the North Central Regional Field President to assist with forecasting, budgeting, marketing, and reporting in a 7 state region (IL, IN, WI, MN, IA, NE, and ND)• Produce daily, weekly, and monthly reports that provide insight and guidance to management to improve sales processes and efficiencies.• Establish and review sales operating expenses. Assist the president to ensure we operate efficiently within a $73 million operating budget.• Forecast yearly… Show more • Report directly to the North Central Regional Field President to assist with forecasting, budgeting, marketing, and reporting in a 7 state region (IL, IN, WI, MN, IA, NE, and ND)• Produce daily, weekly, and monthly reports that provide insight and guidance to management to improve sales processes and efficiencies.• Establish and review sales operating expenses. Assist the president to ensure we operate efficiently within a $73 million operating budget.• Forecast yearly results and assist in establishing future sales goals across 7 lines of business and 3 different distribution channels (retail branch, independent, and exclusive agent owners).• Collaborate with leaders to identify and evaluate opportunities to utilize modeling and analytics to drive better business.• Prepare weekly presentations on KPIs for senior executive leadership conference calls. Show less

• Manage the sales support team for IL/IN.• Provide sales support assistance around all lines of business at AAA (insurance, travel, membership, and financial products) for the region of IL/IN for all 3 distribution channels (captive retail locations, independent agency partners, and entrepreneurial agency partners).• Assist the IL/IN/WI regional president/sales directors with establishing budgets, marketing, compliance, reporting, goal setting/tracking, local events, incentives… Show more • Manage the sales support team for IL/IN.• Provide sales support assistance around all lines of business at AAA (insurance, travel, membership, and financial products) for the region of IL/IN for all 3 distribution channels (captive retail locations, independent agency partners, and entrepreneurial agency partners).• Assist the IL/IN/WI regional president/sales directors with establishing budgets, marketing, compliance, reporting, goal setting/tracking, local events, incentives, and new sales initiatives. Show less

• Create/Implement a new 4 week sales training academy for all new hires in IL based on best practices in the industry/company.• Recruit to fill staffing needs within IL/IN. Successfully filled all open sales positions within IL/IN in 2015/2016.• Doubled the productivity of new agents with the new academy curriculum.• Coordinated with managers, directors, underwriting, claims, and the regional president to schedule classroom visits/training with the new hires.•… Show more • Create/Implement a new 4 week sales training academy for all new hires in IL based on best practices in the industry/company.• Recruit to fill staffing needs within IL/IN. Successfully filled all open sales positions within IL/IN in 2015/2016.• Doubled the productivity of new agents with the new academy curriculum.• Coordinated with managers, directors, underwriting, claims, and the regional president to schedule classroom visits/training with the new hires.• Hands on sales training through call sessions, role playing, job shadowing, and community marketing/events. Show less

• Work side by side with new business owners to implement proven sales processes to drive better results.• Train agency owners/staff on company systems, products, procedures, policies.• Assist in the on-boarding process for new agency owners• Assist in the build-out/roll-out of the new agency.• Assist in the agency's recruiting efforts by sourcing candidates/interviewing with the agency owners.• Act as a liaison between the company and the agencies with regard to management,… Show more • Work side by side with new business owners to implement proven sales processes to drive better results.• Train agency owners/staff on company systems, products, procedures, policies.• Assist in the on-boarding process for new agency owners• Assist in the build-out/roll-out of the new agency.• Assist in the agency's recruiting efforts by sourcing candidates/interviewing with the agency owners.• Act as a liaison between the company and the agencies with regard to management, underwriting, claims, etc Show less

• Actively recruit, train, and implement new insurance agents, travel agents, and customer service reps to meet the staffing demands of the branch.• Aid in the success of the branch by implementing prospecting/closing/retention techniques.• Coach and motivate through empowerment, delegation, positive reinforcement, role playing, weekly accountability, hands on call sessions, fine-tuning scripts/sales skills, entrenching the branches in local communities through events, outings, chamber… Show more • Actively recruit, train, and implement new insurance agents, travel agents, and customer service reps to meet the staffing demands of the branch.• Aid in the success of the branch by implementing prospecting/closing/retention techniques.• Coach and motivate through empowerment, delegation, positive reinforcement, role playing, weekly accountability, hands on call sessions, fine-tuning scripts/sales skills, entrenching the branches in local communities through events, outings, chamber involvement.• Work closely with agents to help them realize their goals/company goals (quarterly bonuses, yearly bonuses, weekly face to face check-ins, and annual recognition levels).• Ensure all policy company guidelines are adhered to (underwriting, policy accuracy, customer care guidelines, etc).• Work to resolve customer complaints for three lines of business (membership, insurance, travel).• Conduct weekly team huddles and one-on-ones to review numbers, quoting activity levels, closing challenges, successes, and other areas for improvement. Show less

• Pinpointed agents' strengths and weaknesses and worked together to improve quoting, closing, rapport building, referrals, follow-up, life lead development, organization, time-management, and retention.• Developed and executed creative processes to gain and retain business.• Analyzed and reported weekly numbers with agents to target areas of improvement.• Worked closely with managers and agents to interpret policies, procedures, coverages, underwriting rules, systems, compensation,… Show more • Pinpointed agents' strengths and weaknesses and worked together to improve quoting, closing, rapport building, referrals, follow-up, life lead development, organization, time-management, and retention.• Developed and executed creative processes to gain and retain business.• Analyzed and reported weekly numbers with agents to target areas of improvement.• Worked closely with managers and agents to interpret policies, procedures, coverages, underwriting rules, systems, compensation, performance management, and claims processes.• Regularly involved in side by side prospecting efforts with agents to include community and group events, group insurance marketing, email campaigns, ex-dating, scripting, call nights, role-playing, newspaper ads, referral development, mailings, cross-selling strategies Show less

• Prospected in the community to quote and write business.- Cross-sold AAA’s products via mailers, outbound phone calls, and building relationships with current AAA members.- Executed strategic marketing objectives to network with businesses and gain referrals.- Worked group, off-site events, and open houses to generate new leads.- Successfully sold auto, home, life, and membership products.• Performed customer service related functions for my book of business as well as… Show more • Prospected in the community to quote and write business.- Cross-sold AAA’s products via mailers, outbound phone calls, and building relationships with current AAA members.- Executed strategic marketing objectives to network with businesses and gain referrals.- Worked group, off-site events, and open houses to generate new leads.- Successfully sold auto, home, life, and membership products.• Performed customer service related functions for my book of business as well as house accounts.- Processed amendments, payments, handling concerns, and answering phones.- Focused on retention through prompt service, thorough coverage counseling, and placing multiple products within one household.- Acted as a liaison between my clients and the claims and underwriting departments to provide higher customer satisfaction. Show less