Stephen Dear Email & Phone Number

• Utilize a consultative approach to provide current/prospective clients with tailored insurance coverage options to meet their needs and financial goals• Maintain a thorough understanding of coverages, policy terms and provisions for a broad array of insurance products• Effectively track and manage prospects via a lead management system • Serve as advocate for client by liaising with insurance company during claim process and providing guidance/education• Anticipate client issues by building trust and rapport and proactively take steps to prevent escalations• Stay abreast of industry trends and federal/state laws through continuous education to ensure compliance with regulations• Consistently exceed monthly sales quota of $20,000 net premiums across product lines• Outperformed sales targets by 25% in last 8 years

Jackson, Mississippi

• Maintained appropriate and accurate records of business communications and transaction flows Developed and maintained client relationships to grow business and improve account retention Successfully decreased attrition through the creation of incentive-based training programs• Implemented professional learning community model to drive performance, boosting educational initiatives by 30%• Presented resources and opportunities to teaching staff for further professional development

• Directed all aspects of membership for the branch including recruitment of new members and retention of existing members • Developed value-added procedural enhancements to achieve operational efficiencies • Prepared budgets and approved expenditures• Determined price schedules and discount rates• Oversaw team of regional and local sales managers • Enhanced sales volume through skilled support to both new and inactive customers