Thomas Phillips Email & Phone Number

Monroe, WA, US

Seattle, Washington, United States

• Provided tailored insurance and risk management solutions to middle-market manufacturing and distribution industries. Partnered with C-suite executives, legal teams, and internal channels, such as employee benefits.
• Delivered specialized insurance solutions for industries including metalworking, plastics, electronics, printing, food processing, and dealer operations.
• Conducted… Show more Provided tailored insurance and risk management solutions to middle-market manufacturing and distribution industries. Partnered with C-suite executives, legal teams, and internal channels, such as.
• Conducted risk analysis and developed comprehensive, customized risk management plans.
• Collaborated with C-suite executives, legal counsel, and internal teams to present detailed risk assessments and insurance proposals.
• Focused on companies with $10MM+ in revenue, driving strategic risk mitigation and account completeness through cross-channel partnerships. Show less

San Francisco Bay Area

• Captured new account sales and managed a diverse book of business in manufacturing, distribution, and dealer industries. Delivered tailored commercial insurance solutions for businesses in metalworking, electronics.
• Generated over $3M in new account sales within the first three months of hire.
• … Show more Captured new account sales and managed a diverse book of business in manufacturing, distribution, and dealer industries. Delivered tailored commercial insurance solutions for businesses in metalworking.
• Developed and implemented consultative sales strategies, providing comprehensive risk management solutions.
• Cross-sold 401(k) plans, life insurance, and group benefits, ensuring full client protection.
• Supported client growth through custom insurance plans for manufacturing, distribution, and dealer sectors. Show less

San Francisco Bay Area

• Ideated and implemented high-growth marketing strategies in the Silicon Valley Region. Directed a team of associate agents, support agents, transaction coordinators, and tour coordinators. Drove momentous impact by.
• Represented home buyers for $36M+ in real estate transaction volume in a competitive real estate market, serving as a client advocate and liaison between client, listing agent, lender, and closing attorneys during.
• Galvanized and the sales pipeline by fostering strategic relationships, constantly expanding a diverse network of repeat and referral network clients. Show less

San Francisco Bay Area

Redwood City, California

• Oversaw the marketing side for a sporting-goods retailer with ten locations in the San Francisco Bay Area as a way to get involved in the community and the non-profit sector. Joined forces with the executive team and.
• Collaborated with managing partners, leveraging opportunities to bolster fundraising initiatives and shifting gears to help with community outreach, which supported people in need and first responders
• Consistently exceeded departmental KPIs, aligning business goals with marketing strategies, including a yearly marketing event, to yield a 73% increase in additional revenue
• Headed the successful strategy realignment during the Covid-19 pandemic, shifting operational focus from expansion to retention, including an all-new marketing campaign to galvanize 2020 business objectives
• Ranked top store out of 12, consistently achieving the most volume throughout the company due to successful marketing events Show less

Mountain View

• Led business growth, client relationship management, stakeholder engagement, product quality assurance, and enterprise-level legal functions covering license agreements, contracts, service agreements, and product.
• Transformed a SMB security company into an enterprise account by negotiating a five-year premium subscription upgrade across all servers… Show more Led business growth, client relationship management, stakeholder.
• Transformed a SMB security company into an enterprise account by negotiating a five-year premium subscription upgrade across all servers that boosted revenue by 35%
• Selected to manage all vacant field territories in the western region while upholding regular territory KPIs within the first three months in this position
• Achieved a 126% sales quota average consistently for each quarter across all product lines and services, including Enterprise Linux, Enterprise Virtualization, JBoss Middleware, Openshift PaaS, storage, and cloud.

San Jose, California, USA

• Owned the commercial insurance account mapping process, establishing and overseeing a new territory comprised of specialty niche markets for the nation's third-largest privately-held insurance brokerage. Developed and.
• Spearheaded a new… Show more Owned the commercial insurance account mapping process, establishing and overseeing a new territory comprised of specialty niche markets for the nation's third-largest privately-held.
• Spearheaded a new book of disruptive niche market businesses from zero to $1.2M+ within the first six months of employment, introducing new and expanded product lines to meet growing customer needs
• Facilitated over $4.2M in amassed revenue across various contributions, including retention strategies, policy addendums, and program enhancements
• Cultivated and fostered a loyal customer base and referral network, maintaining a 100% retention ratio while leading unparalleled market penetration across the technology vertical Show less

Santa Clara, California, USA

• Driver of territory growth, utilizing an analytical and consultative approach to retain and expand an existing book of business. Independently prospected leads and assessed their unique organizational insurance needs.
• Promoted and… Show more Driver of territory growth, utilizing an analytical and consultative approach to retain and expand an existing book of business. Independently prospected leads and assessed their unique.
• Promoted and selected to take over the top producing and most valuable book of business due to top performance
• Achieved #1 sales territory in the nation, boosting quotas by bolstering production activity across all product lines
• Retained profitable business by providing effective, quality service to policyholders, maintaining a 98% average account retention ratio
• Consistently closed new sales throughout tenure, exceeding all goals in 2010 with a closing ratio of 92% Show less