I made the transition from working directly with consumers on the B2C insurance relationship to now advising agents and agency owners. My focus is on helping these agencies achieve their growth goals through various channels, that fit their company goals and objectives. The modern insurance agency looks much different than how most looked even 5 years ago. The pandemic forced the insurance industry to catch up with technology which also lead to many agents and advisors looking to get out of the industry or retire due to all of the changes. Many of these business owners were great agents and advisors, but did not have a succession plan in place for their business. Due to this, it created another need within our industry that had not been previously addressed, which was a focus on Mergers & Acquisitions of insurance agencies and the Books of Business owned by agents and agencies. There has also been an increase in new agents coming into the industry and looking at how to build and scale an insurance agency using technology and marketing strategies that have had success in other industries and can now be applied to the insurance industry. My goals are to leverage my experience working in the industry with my passion for technology, professional development, agency growth, sales training, and recruiting.I have worked as a field agent knocking doors with direct mail leads, called on mailers to run in-home appointments, ran a traditional "Brick-and-Mortar" office where clients come to us, been an agent and worked in leadership within call center environments, and I helped many agents learn and develop skills for selling over video chat as the pandemic demanded due to my time working with clients virtually prior to the pandemic.

In this business-to-consumer role my focus is on new business development and marketing to find potential clients. Once I conduct a potential client meeting, I'll take them through a detailed fact-finding process to help determine their needs and develop a strategy that is tailored to their specific situation.My primary goal is to develop a long-term, trusting relationship with clients by providing them with lifetime claims and service. I conduct annual reviews for all clients that wish to look at new plan options and will meet with clients when they experience a major life event that can cause a change in their insurance needs.I oversee all areas of the insurance agency and will work with internal and external support partners to ensure proper sales and operations management.

Reporting directly to our CEO, my role was to oversee the growth and daily operations of our remote teams. My key focus was to over see our sales, recruitment, retention, training, and compliance of the agency with the help of key leaders within our company. I also worked with several key strategic partners that assisted us with everything from agent recruitment, hiring, onboarding, client relations, and client retention efforts. My role also included working with our CFO to oversee company financials including models focusing on both growth and retention. Agency oversight and compliance was a focus to be proactive about ensuring our clients best interests are kept at the forefront while also protecting our agents and agency reputation and licensing.

In my role as Regional Sales Director, my focus is on Insurance Agent recruiting, product education, sales processes, and new business development. I build and maintain a highly skilled and motivated team of independent health insurance agents. Their primary responsibilities are to identify, attract, and close new business within the health and life insurance markets. We also focus on how to retain that book of business for the long-term. This is a business-to-business role.Key Responsibilities:Talent Sourcing and Acquisition:Proactively source, identify, and attract qualified health insurance agents through various channels, including job boards, social media, industry associations, and networking.Develop and maintain a talent pipeline for current and future hiring needs.Candidate Screening and Evaluation:Review resumes, conduct initial interviews, and assess candidates' qualifications and suitability for the role.Administer personality and sales assessments or tests as necessary.Coordinate and facilitate in-depth interviews with occasional role playing.Interview Coordination:Schedule and coordinate interviews with potential candidates.Ensure a positive candidate experience throughout the recruitment process.Agent Management:Collaborate with agents to develop their business plan and assist with business and marketing plans to ensure high levels of success.Candidate Relationship Management:Build and maintain strong relationships with agents to keep them contracted with our firm and develop them into top producers.Implement a follow-up process to engage with former applicants for future opportunities.Data Management and Reporting:Maintain accurate records of recruitment activities and candidate information.Generate and analyze recruitment metrics and reports for management.Market Research and Trends:Stay informed about industry trends, competitor practices, and market developments that may impact recruitment strategies.

In this business-to-consumer role my focus was on new business development and marketing to find potential clients. Once I conducted a potential client meeting, I'd take them through a detailed fact-finding process to help determine their needs and develop a strategy that was tailored to their specific situation.My primary goal was to develop a long-term, trusting relationship with clients by providing them with lifetime claims and service. I conducted annual reviews for all clients that wish to look at new plan options and would meet with clients when they experience a major life event that could cause a change in their insurance needs.

As a part of the HCSC - Blue Cross Blue Shield team I was able to assist people in their search for health and dental insurance that best fits their individual situation. In this role I was licensed to sell in Illinois, Oklahoma, New Mexico and Texas with the focus of my practice being in the states of Illinois and Texas.

Along with a team of professionals, I offered guidance to my clients to help them reach their financial goals. I offered an analysis of their financial situation and helped them to:• Identify financial goals and concerns• Illustrate what was being done to reach their goals and deal with concerns• Identify gaps, if any, and offered solutions to fill them.In this role I was licensed to sell insurance in: Wisconsin. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company and its affiliates and sales representatives.

Took potential clients through a Confidential Personal Questionnaire to help determine and educate them regarding their financial goals.