Accomplished Sales Professional with 18 years of experience consistently promoting the company brand. Passionate expert and valuable business consultant with talents in leadership, analysis, market knowledge and industry dynamics. Coordinating with teammates and distribution partners to accomplish sales goals while maintaining strong professional relationships.
Overview
19
19
years of professional experience
Work History
RVP of Sales
Euler Hermes / Allianz Trade
10.2010 - Current
2x Platinum Club winner as an RVP.
Hire, train, lead and motivate a decentralized agent network.
Develop and execute regional call plans which penetrate key industries.
Manage the sales team including budget planning and monitoring of Sales Agent goals as agreed on in the regional business plan.
Play an active role and provide direction to the Sales Agent to ensure a renewal retention rate of 85% - 90%.
Achieve regional processing, headcount and expense management goals as approved in the regional plan.
Provide management information, statistics, Sales Agents production numbers and other reports as required by senior management.
In conjunction with the Corporate Office, maintain and develop common operational standards and procedures across the sales force.
Identify and develop multi-distribution opportunities and convert to premium production
Misc Projects
Euler Hermes / Allianz Trade
06.2010 - Current
2010, selected to be part of the project team to represent EHNA in the implementation of Salesforce, involving various project team meetings and trip to Paris.
In 2011, as RVP of California, conducted needs assessments to identify gaps in performance. Developed targeted learning solutions to enhance agent production. Originally intended to be regional, this was ultimately rolled out nationally. This became the foundation for the first of it's kind evolution of EHNA's new agent training program.
2012, created a training program focused on renewals
2013 - 2020 maintained some involvement or ownership of training initiatives to develop and support the agent salesforce.
2020 volunteered to rebuild training to support a model of de-centralized/remote training as a result of COVID. This training is the gold-standard of our industry.
2022 took over as Project Leader for North America on the Digital Sales Tablet. Now lead all markets in utilization and premium generated.
Agent
Euler Hermes / Allianz Trade
10.2005 - 10.2010
2x Platinum Club winner as an agent.
Developed and implemented marketing strategies to maximize sales and attract new clients.
Drove revenue growth by consistently meeting or exceeding sales targets through strategic planning and execution.
Collaborated with underwriters to develop tailored insurance solutions for clients while managing risk exposure for the company.
Negotiated favorable contract terms for clients, securing competitive rates and coverage options.
Followed up on customers' inquiries to assess satisfaction with provided solutions.
De-escalated and resolved customer complaints with punctual, polite and professional service.
Education
Bachelor of Arts - History
Northern Kentucky University
Newport, KY
05.2001 -
Skills
Sales Training
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Timeline
RVP of Sales
Euler Hermes / Allianz Trade
10.2010 - Current
Misc Projects
Euler Hermes / Allianz Trade
06.2010 - Current
Agent
Euler Hermes / Allianz Trade
10.2005 - 10.2010
Bachelor of Arts - History
Northern Kentucky University
05.2001 -
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