Vice President, Member Relationship Management
San Antonio, Texas Area
• Increased sales of life insurance and annuities, via inbound call center, by 10% with 46,000 fewer calls than forecasted and a sales associate two-year turnover rate of almost 60%.• Achieved sales growth in permanent life insurance products from 11% to 20% of policies sold, in one year. Increased death benefit by over 60% and annualized premium by over 35% in the same time frame.• Developed and built a comprehensive model for call center management involving 6 different department… Show more • Increased sales of life insurance and annuities, via inbound call center, by 10% with 46,000 fewer calls than forecasted and a sales associate two-year turnover rate of almost 60%.• Achieved sales growth in permanent life insurance products from 11% to 20% of policies sold, in one year. Increased death benefit by over 60% and annualized premium by over 35% in the same time frame.• Developed and built a comprehensive model for call center management involving 6 different department call centers and over 400 employees. Improved awareness and understanding of processes, terminology and roles and responsibilities. Adopted as “Best-in-Class” model for implementation in other affiliate call centers.• Retained over 38% of life insurance policies, which went into a “lapse status”. Industry average, according to the Life Insurance Marketing and Research Association (LIMRA), is between 15 and 25%.• Launched a sales referral program, which generated over 17,000 leads to the Sales Department, representing over 3,000 new life and annuity issues with in excess of $18.5M in new premium. Show less