• Educate and advise employees on group voluntary benefits plans to assist in the creation of a personalized, needs based solution.• Maintain strong relationships with clients building trust and rapport to drive customer retention and satisfaction.• Evaluate and pursue sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.• Manage a team of 10+ supervisors and agents, providing leadership, guidance, and support to drive team performance and meet organizational goals.• Conduct regular performance evaluations, coaching sessions, and training programs to improve the skills and knowledge of my team, resulting in a company rank of #1 in production out of all Supervising Agent's nationwide in 2022. • Champion a culture of excellence, professionalism, and teamwork, fostering a positive and productive work environment that attracts and retains top talent.

• Utilized superior communication skills to develop and maintain relationships with wholesale suppliers and clients• Employed management skills to delegate and oversee tasks to various contractors who assisted in business development• Demonstrated organization by quickly processing and fulfilling orders • Performed basic accounting functions including reconciling monthly expenses, filing quarterly sales tax, and year-end tax reporting• Employed customer service skills by addressing customer concerns and reaching solutions, leading to a 100% customer satisfaction rate• Routinely organized and hosted events with the purpose of raising brand awareness, demonstrating successful project management skills• Applied sales and marketing skills to increase revenue and build a loyal client base

• Demonstrated organization and multi-tasking by answering up to 100 calls a day on a multi-phone line and prioritizing requests by importance and urgency • Utilized professional communication and interpersonal skills to build relationships and assist clients with general account inquiries • Applied advanced Microsoft Office skills to assist with client correspondence, scheduling, marketing, and data entry, which increased efficiency • Utilized CRM software skills to organize and maintain client information which assisted in building and maintaining valuable relationshipsSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPCCrossleyShear Wealth Management is independent of Raymond James