Insurance Sales Executive - Commercial Lines

Command Center Coordinator – Enterprise (2012-2013)Responsible for handling multiple contracts whose total value was an average of $30M per quarter.• Elevated to Senior Group which reviewed and processed larger end deals.• Reduced errors of sales contracts to be approved and processed down from previous prior years’, which sustained 67%-100% monthly errors.• Led team in reducing errors in approved and processed contracts to 0%-8%.• Developed a procedure and taught team members how to better reduce errors and process various contracts, resulting in a more efficient and streamlined success rate.Sales Operation Coordinator – Referral Management (2011-2012)Processed sales contracts for a group of 6 representatives with a value of $10M annually. Clients included home health agencies, skilled nursing facilities and medical equipment businesses. • Processed an average of $2.5M worth of new business per quarter. Increased efficiency through the use of Salesforce. • Led a group of 5 sales people for a Mobile Solution product. Accounted for 74% in sales of the yearly total of $335k for the group. Coached clients through various aspects of the product, demonstrating how the product can be used inside as well as outside the office. • Increased the Mobile users by over 400% by developing and conducting a weekly webinar for clients which was attended by 2-50.• Increased the number of mobile signups from 10 to 50 per month after initiating the webinar.

Sales role responsible for seeking and developing new investors while building and nurturing client relationships. Called on potential clients to introduce them to an investment tool.• In spite of economic uncertainties that strained potential clients, created a solid rapport for possible future investment.

Self-employed trader. Method based trading of equity index futures using several integrated technical analysis methods including classical technical, swing and momentum based strategies.Studied and applied the Rotational Directional System to market analysis and identified the rotational bias on markets based on momentum.PartnerOpened Trading office to offer solicited individuals the opportunity to trade electronically in a group setting. Managed the build-out of office, including the installation of terminal connections, booth space and media systems.

Worked variety of positions in the extremely high-pressured trading pits on the floor of the Exchanges.Russell 2000 Index Futures Trader (2000-2006) Self-backed trader at the CME. • Started in the industry at the bottom of the work ladder, moving up from runner to independent trader.• Succeeded in a high pressure environment while having the ability to also remain focused go hand in hand. Clerk in 30yr. Bond Pit (1998-2000) Kept accurate and detailed account of day to day trading for top-tiered trader. Responsible for position updates, market influences and profit/loss throughout the trading day.