• Obtained my Texas Life, Health, HMO Insurance License within the first three months of employment• Obtained my Long Term Care Insurance License 4/15/21• High level customer service • Self-taught AgencyEZ insurance enrollment platform• Trained the entire home office on the AgencyEZ enrollment platform to better serve our clients.• Build and submit upcoming enrollments to carriers, close cases, submit carrier data files to carriers, look up enrollment details on a specific… Show more • Obtained my Texas Life, Health, HMO Insurance License within the first three months of employment• Obtained my Long Term Care Insurance License 4/15/21• High level customer service • Self-taught AgencyEZ insurance enrollment platform• Trained the entire home office on the AgencyEZ enrollment platform to better serve our clients.• Build and submit upcoming enrollments to carriers, close cases, submit carrier data files to carriers, look up enrollment details on a specific client, run reports to track enrollment progress• Created new processes and procedures and a reference manual to aid in more timely and efficient service calls resulting in a much-improved positive relationship with our client base• Fostered direct relationships with client payroll departments which increased timely payments of premiums, resulting in increased overall company revenue• Launched a virtual telephonic call center platform, resulting in generating new revenue during COVID where our enrollers could not get clearance to do one on one personal face to face enrollments • Set up enrollment campaigns on the call center platform, purchased local phone numbers, had appropriate recordings linked to phone numbers, loaded census data, set up automatic and manual dialers, running sales reports, trained the entire enrollment team• Trained a home office associate to run the virtual call center and eventually passed this responsibility on • Launched a CRM (Customer Service Management) program. Loaded all clients, carriers, policy detail and marketing material into the CRM, preparing it for immediate widespread utilization by the customer service team and enrollment team• Performed comprehensive training sessions of the CRM for the home office staff and enrollment team. Show less

• Managed sales growth and retention of revenue across all portfolios, and over 20 accounts including Orchard Brands, Allied Marketing, Sylmark and National Magazine Exchange.• Increased sales for a key client by 7% and secured over 6,000 new pieces of business in the last four years resulting in a 20% test-to-continuation ratio.• Grew and maintained relationships with a strong network of over 45 brokers across business-to-business and business-to-consumer marketplaces.• Prospected… Show more • Managed sales growth and retention of revenue across all portfolios, and over 20 accounts including Orchard Brands, Allied Marketing, Sylmark and National Magazine Exchange.• Increased sales for a key client by 7% and secured over 6,000 new pieces of business in the last four years resulting in a 20% test-to-continuation ratio.• Grew and maintained relationships with a strong network of over 45 brokers across business-to-business and business-to-consumer marketplaces.• Prospected and fostered direct relationships with organizations to recommend and sell ALC’s branded proprietary databases.• Developed a complete sales plan and prospect files as well as creative price negotiations which allowed larger mailers to rent large amounts of data at affordable rates. Show less

• Directed sales, client communication, and marketing of an average of 40 accounts, and oversaw sales and operational efforts of a team of list managers.• Monitored the addition of new clients to the portfolio, implemented new processes and procedures in the department, and integrated new employees into the Operations team.• Managed the development and performance of staff, and streamlined department processes and procedures, increasing productivity by 30%.• Launched brand new… Show more • Directed sales, client communication, and marketing of an average of 40 accounts, and oversaw sales and operational efforts of a team of list managers.• Monitored the addition of new clients to the portfolio, implemented new processes and procedures in the department, and integrated new employees into the Operations team.• Managed the development and performance of staff, and streamlined department processes and procedures, increasing productivity by 30%.• Launched brand new alternative media programs by coordinating with brokers, inserters, collators, and program owners along with introducing new initiatives to the marketplace.• Conducted top dollar rate negotiations, and increased revenue by creating marketing campaigns. Show less