New business sales in western region by developing long-term, sustainable client relationships with corporations, regional businesses and nonprofit organizations.Consultative sales process includes identifying and anticipating the risk management and professional service needs of new clients and articulating Aon’s value proposition in a way that addresses those needs; identify and develop cross-selling opportunities; maintain strong relationships with key underwriters ; direct service team to deliver superior client experience and coordinate technical experts as required to achieve client goals.Strengths & Achievements:• Team Building & Collaboration• Significant new business revenue growth in western region• National training leader for cold calling and solicitation process• 100% account retention

New business sales and account executive work with corporate clients to help them understand their property/casualty risk exposures as well as developed risk transfer and retention programs commensurate with their financial and operational needs; regularly achieved annual sales goals.

Marketing Operations Leader – Managed operations for $2.4M direct marketing lead generation program; managed data processing for all automated and ad hoc database marketing campaigns; leveraged prospect database for cross-selling/cross-channel initiatives and affinity partnerships; facilitated all data processing and enhancement between vendors and analytics team; department authority for all privacy and data sharing regulations; principal role in evaluating various external data supply and processing vendors for marketing optimization.Information/Project Manager – Compiled and analyzed various customer data and sales statistics for senior management; designed, built and maintained contact management database system resulting in improved customer relationships and contributing toward a 28% increase in annual revenue for Independent Brokerage channel; designed and built new set of sales reporting procedures and metrics; project manager for brokerage training plan, structured new bonus compensation and commission override system.

Built new agency from scratch by promoting a variety of insurance and financial services products including property, casualty, life, annuities, long term care, disability, auto loans and health; successfully developed centers of influence; designed and implemented marketing and advertising campaigns; full profit and loss responsibility, hiring and training employees; significant field underwriting authority and experience. Agency ranked #2 in overall profitability in District 07 for 1998 with more than 800 policies in force.

Developed business through sales contacts with local merchants and customers, credit analysis with approval authority, executed database marketing initiatives, interviewed clients and designed complex loan packages that accomplished a variety of goals, helped to build Bellingham branch into the largest in WA state. Earned "Top Gun" award status three times.

Coordinated rental branch operations, designed sales and marketing plans, controlled expenses, managed accounts receivable, and trained and motivated employees, primary in helping branch set several consecutive monthly income and utilization records. First recipient ever of the region's Marketing Madness Award.