Experience

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  Sandhills global

  Dec 2002 - May 2005

  Marketing intern
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  Assurity

  May 2005 - Mar 2023

  My core day-to-day tasks in this role included• Engaging in communication with agents, account managers, and consultants for opportunities and challenges.• Collaborating with regional sales partners to optimize market strategies.• Assisting in the development and implementation of growth enhancement plans.• Tailoring services to meet specific needs of brokers and their clients.A section of my key accomplishments in this capacity entails:• Achieved top-ranking #1 sales team at Assurity in 2021 and 2022.• Generated $20,000,000 in premium revenue from 2018 to 2022.• Maintained data and managed deal flow using a CRM system. Show less My core day-to-day tasks in this role included• Providing exceptional customer service to high-value clients.• Developing and maintaining strong relationships through regular communication.• Identifying and fulfilling client needs with personalized recommendations.• Delivering a seamless customer experience.A section of my key accomplishments in this capacity entails:• Contributed to development and implementation of growth plans, actively participating in projects such as the redesign of proposal systems and the agent-only website.• Exhibited flexibility and strong multitasking abilities on a daily basis, readily adapting to the evolving needs of brokers.• Resolved complex customer inquiries and complaints in a timely and professional manner. Show less

  • Regional Sales Coordinator

    Jul 2018 - Mar 2023

  • Platinum Service Consultant

    May 2011 - Jul 2018

  • Assistant Billing Supervisor

    Jun 2009 - May 2011

  • Worksite Billing Adminstrator - Team Lead

    May 2005 - Jun 2009
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  Woods bros realty

  Jul 2010 - Feb 2016

  Realtor
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  Keller williams realty, inc.

  Feb 2016 - Jul 2018

  Realtor

  My core day-to-day tasks in this role included• Leading the development and implementation of marketing strategies for property listings.• Collaborating with cross-functional teams for smooth transactions.• Conducting research and analysis to identify market opportunities.• Preparing and delivering presentations to clients.A section of my key accomplishments in this capacity entails:• Implemented rigorous quality assurance measures to ensure strict adherence to industry regulations and best practices in property transactions.• Maintained meticulous documentation and records, ensuring accuracy and compliance with company policies and real estate regulations. Show less

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  Prosperity life

  Mar 2023 - Feb 2024

  Territory sales manager

  My core day-to-day tasks in this role included• Developing strong relationships with insurance brokers, account managers, and consultants.• Taking ownership of opportunities to acquire new employer groups.• Maintaining accurate sales data and generating comprehensive reports.• Evaluating Distributor potential and aligning Prosperity's offerings accordingly.• Understanding Distributor requirements and ensuring alignment with Prosperity's services.A section of my key accomplishments in this capacity entails:• Ensured process and performance improvement by recruiting, training, and supporting brokers selling our voluntary insurance products.• Guided re-enrollments to maximize profit within existing cases, including addition of supplementary products.• Expanded business within assigned territory by assisting in development of strategies and plans. Show less

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  Vector es

  Mar 2024 - now

  Chief operating officer