Michelle Edwards, Mba, Clcs, Cpcu Candidate Email & Phone Number

Northbrook, Il, Us

Madison, Wi, Us

My customers are always my priority! I take pride in providing outstanding customer service, customer satisfaction, and maintaining long-term relationships. My team assists individuals and businesses find the right insurance coverage for their individual and business needs! Sales Operations Manager/Account Executive• Generate reporting and analysis to support sales forecasting and planning to reach monthly, quarterly, and yearly revenue goals.• Identify, develop, and launch innovative tools or systems to achieve sales strategies.• Hold one-on-one meetings with sales team members to discuss developmental strategies, best practices, and process improvements.• Manage a sales team of 4 account managers via in-office and remote correspondence with weekly meetings, sales reports, and accountability calls.• Develop and implement programs for new-employee orientation, educational training for staff, and provided benefits and sales compensation incentives for employees.• Structure a teamwork environment to garner customer satisfaction ratings at 100% and customer retention at 92%.• Encourage cross-selling of Property, Casualty, Life and Health, and Commercial Insurance accounts to grow new business and renewals through relationship building and understanding of customer business needs.• Conduct consultative appointments and assess insurance placement for individuals and small /large companies using a replacement analysis system, needs analysis tools, and proper probing techniques.• Successfully meet deadlines and exceed sales and premium quotas by 109%• Recruit sales and service team members via job fairs, colleges, networking events, and social media.• Plan and construct group presentations to educate consumers on insurance needs and beneficial programs.• Manage staff, hiring, cost control, budget, payroll, federal and state business licensing laws, marketing, and agency profitability.

Boston, Ma, Us

Sales Representative/Account ManagerAward-winning sales representative whose customer retention rate of 93% has helped grow a book of business to over $2M for my previous employer.• Sold auto, home, life and other various insurance products to individuals and affinity groups using consultative selling techniques.• Maintained high standards of customer service by building relationships with clients.• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation• Set up discount/affinity programs with large stakeholders.• Used underwriting knowledge to underwrite life and health products.• Maintained relationships with C-level executives and senior management.• Provided prime service to policyholders and affiliated accounts.• Collaborated with Service Team to manage book of business.• Maintained and complete customer lifecycle to ensure customer satisfaction.• Conducted group presentations with prospective clients.• Maintained a call volume of 50-60 calls per day and meet weekly goals and quotas.• Responded to customer calls swiftly to resolve issues and answer questions.• Used salesforce.com and lead generation reports to close on sales opportunities and new accounts.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Biological Sciences, Biology, General