I hire, train, coach, manage, and lead the call and contact inbound sales and customer service teams constantly achieving goals for each program based on service and sales metrics. My ultimate goal is to make sure that our marketing expenses and service goals are met with one call resolution. It is important to establish KPIs and metrics for the entire team.

I manage a robust inside sales and service team call center for Window Expo and Bath Expo a home renovation project company. I hire, train, coach, manage, and lead the call and contact inbound sales and customer service teams constantly achieving goals for each program based on service and sales metrics. My ultimate goal is to make sure that our marketing expenses and service goals are met with one call resolution.

Collaborating with companies to increase their ROI in regard to sales spiff programs, employee total reward programs, consumer promotions development, employee reward/incentive programs, and growing corporate sales channel programs. Devising proposals and making sales presentations to prospective and existing customers. Developing and enacting plans to educate and enable the bank’s treasury management. Providing assistance to business development division to promote and sell card services and assisting with sales processes when necessary. Serving as relationship manager to existing customers to construct the program and expand the business. Key Contributions: Establishing and sustaining business relationships with decision makers in national companies, referral partners, and human resources departments. Securing new accounts and driving sales revenue for current key accounts.  Proactively contacting prospective C suite clients to establish the prepaid opportunity, explain product capabilities, close sales, set proper expectations, and follow up for client satisfaction. Cooperating with managers to increase the sales of incentive cards to commercial banking clients.

Building and developing client relationships within local companies, organizations, and communities to promote our products which include auto, home, and life insurance. This role was largely business development.

CardLab, Inc. is the pioneer of on-demand, fully customized, open-loop incentive prepaid card products. Using our proprietary technology, we make it incredibly easy to create customized prepaid card awards that can extend your brand, drive behavior, and create memorable award experiences. As a result, CardLab Inc. supplies prepaid award cards to 5,000 companies including 35% of Fortune 100 companies.

Miniter Group is a Managing General Insurance Agency with over 550 clients nationwide. Miniter provides insurance products by leveraging 8 proprietary software programs that allow financial lenders to transfer collateral risks in real-time.• Supervised 8 Call Center Reps and 4 Project Managers to over 14 on-target implementations and a 92% survey score• Personally implemented the company’s largest signed account, Western National Bank by volume with over $1,000,000,000 in assets

State National Companies operates throughout the United States and divides its business into two key areas: Lender Services, which specializes in collateral protection insurance, and Program Services, which provides producers with a bridge between unique market opportunities and reinsurance capacity. State National Companies currently writes over $700 million in premium and employs a staff of over 400 at its headquarters in Bedford, Texas, with additional staff located throughout the country.• Directly Supervised team of 16 Field Account Managers • Received 11 awards for “Outstanding Service”, “Leadership Quality” and “Colleague Excellence”

Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of products & solutions for individual investors, employers, institutions and intermediaries. Our fundamental mission is to help customers and clients achieve their financial goals.• Zero trade errors in 2004 and 2005• National “Trader of the Quarter” Q3, 20042012• Series 7 and 63 NASD License.

HUB International Limited is a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment and risk management products and services throughout offices located in North and South America.In this position I was in charge of retention, cross selling opportunities (GAP, T10, MPI, and CPI), implementing and installing Creditor Placed Insurance programs for clients. I worked directly with C Suite personnel (CEO, CFO, and President) all the way down to the individuals who used our programs on a daily basis. I would handle training, and implementation of Creditor Placed Insurance program for over forty banks and credit unions throughout the southwestern United States, developing quarterly and monthly sales/service call schedules to meet financial institutions needs, reporting to Vice President on productivity and claims activity on a weekly basis, providing assistance to the producers with respect to potential clients, performing insurance and collateral audits on new client accounts throughout the Midwestern and Southwestern United States, contact liaison between clients, insurance call center, and third party software provider. • Texas Property and Casualty Insurance License.

Citi works tirelessly to provide consumers, corporations, governments, and institutions with innovative banking solutions that are simple, creative and responsible. Our goal is to deliver products and services that exceed expectations and help customers confidently achieve their goals today and in the future.As an established member of the management team I handled escalated calls regarding customer service issues, coaching for sales opportunities, tracking daily sales, month end statistics, and monitoring customer service representative’s calls to improve sales opportunities and assure quality service. I also lead a project to create a customer service department call script for common questions and situations that the customer service representatives could use on a daily basis. Programs used FDR, BCS CenterView call software, Pega Systems, Rumba, Windows 2000, Excel, Word, and Outlook