Relena Jackson, CPIA

Experience

• 

  Wachovia Securities

  Apr 2004 - Jun 2008

  Assistant Vice President, Training and Marketing Developer
• 

  Rockingham Insurance

  Jun 2008 - now

  Develop and implement sales strategies while leading and directing agents and sales support staff. Responsible for overseeing performance, providing strategic guidance, coaching and training staff. • Develop strategic sales strategy for Agency by setting location and individual goals and targets for each agent to meet or exceed• Manage implementation of agency management system project collaborating with stakeholders and third-party vendor to improve agent/customer engagement resulting in 92% account retention • Lead sales team of 7 overseeing sales performance, providing sales strategies, feedback, and marketing tools resulting in agency new business sales growth at 94.5% providing mentoring and career development support • Drive qualified leads to agents that come from focus groups, client personas, and digital marketing campaigns redirecting agent focus and priority on writing profitable business• Led collaboration project with IT to evaluate and enhance timeliness and effectiveness of responses to existing customers and potential leads enhancing agent productivity• Collaborate with Marketing to identify community engagement and networking opportunities to support Agency growth goal of 10% YOY• Automated comprehensive sales goals and growth strategies reports identifying Agency efficiency to Agency leadership• Evaluate and support sales acquisition process leading to increase in retention and policies in force • Review and recommend staffing needs for Agency call center fulfilling required organizational structure based on projected annual agency growth goal Show less In this role, I develop and maintain several training systems including leadership development training, planning, designing, implementing, and assessing team member programs which enable employees to enhance their skills and knowledge. Assess the effectiveness of training programs and recommend improvements to senior management for increasing training efficiency. Key Contributions:• Collaborate closely with cross-functional teams to align HR strategies with business goals, fostering a culture of innovation and excellence.• Monitor key performance indicators (KPIs) to measure the effectiveness of process improvements and recommended further enhancements.• Spearheaded the successful implementation of Virtual Leadership Development Program, resulting in 24 graduates, streamlining corporate succession planning enabling growth and cohesiveness through effective coaching and mentoring.• Achieved a 99.8% assignment satisfaction and completion rate on Seismic Lessonly LMS platform.• Increased LinkedIn Learning adoption rate from 0 to 89.2% within 6 months after 3 months of beta testing. • Introduced a new performance evaluation process, boosting employee satisfaction by 94% and increasing productivity by creating ongoing conversations about performance management. • Oversaw Learning and Development budget and expenses, consistently meeting financial targets and optimizing resource allocation.• Collaboration with vendors to develop ILT and VLIT training, implement LMS, and develop assessment tools.• Maintain 97% engagement success rate by effectively overseeing programs and policies in talent management and leadership development programs.• Analyze existing HR processes, identifying inefficiencies and gaps, resulting in the redesign and implementation of streamlined procedures. Show less During this role, my duty was to assist in developing editorial materials, marketing materials, and company publications. I was responsible for providing training content to team members through close collaboration with internal / external subject matter experts.Key Contributions:• Designed and delivered new product training by conducting in-person / virtual learning programs using online WebEx technologies.• Assessed and minimized turnover percentage by improving training, motivation, and engagement strategies with Agents. Show less As a Regional Manager, I was a liaison between agents and home office managers to identify and resolve potential issues, address concerns, and ensure seamless underwriting of new / renewal business. I also fostered cross-functional engagement in underwriting guidelines, personal lines products, and online quoting systems. Moreover, I was responsible for determining and communicating product sales goals to enable profitable growth for independent agents.Key Contributions:• Acted as a strategic HR liaison, fostering collaboration between agents and management to resolve issues and streamline underwriting processes, leading to seamless business operations.• Optimized premium sales growth from $2M to $11.3M by developing and executing strategic growth plans.• Built and implemented sales strategy based on research of consumer buying trends and market conditions.• Designed and implemented comprehensive Learning and Development initiatives across multiple locations, significantly enhancing agent performance and productivity. Show less

  • Sales & Acquisition Manager

    Jun 2024 - now

  • Corporate Training Manager

    Nov 2018 - Jun 2024

  • Manager Direct Sales & Agency Training

    Apr 2018 - Nov 2018

  • Regional Manager

    Jun 2008 - Apr 2018