Accomplished Owner/Principal Agent with a proven track record in optimizing business processes and enhancing customer satisfaction. Committed to leveraging relationship-building skills to achieve sustainable growth and client retention.
Overview
21
21
years of professional experience
Work History
Owner/Principal Agent
Commonwealth Insurance Agency
Corbin, KY
05.2021 - Current
Developed and implemented comprehensive insurance solutions tailored to client needs
Managed agency operations, ensuring compliance with regulatory standards and policies
Cultivated strong relationships with clients through personalized service and follow-ups
Streamlined workflow processes, enhancing overall efficiency within the agency
Trained and mentored new staff on best practices in customer service and insurance products
Analyzed market trends to adjust offerings, improving competitiveness and client retention
Led marketing initiatives that increased brand visibility and attracted new clientele
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Owner/Principal Agent
Commonwealth Insurance Agency
Danville, KY
03.2016 - 05.2021
Oversaw financial performance, optimizing budgeting and resource allocation for growth
Managed day-to-day business operations.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Implemented marketing strategies to increase brand awareness and attract new customers.
Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
Vice President
Jackson County Bank
McKee, KY
04.2005 - 01.2016
Led strategic initiatives to enhance operational efficiency and customer satisfaction across banking services.
Developed and implemented comprehensive financial strategies to drive profitability and market growth.
Oversaw risk management policies, ensuring compliance with regulatory standards and industry best practices.
Mentored senior leadership team, fostering professional development and promoting a culture of continuous improvement.
Analyzed market trends to identify opportunities for new product offerings, driving innovation within the organization.
Established key performance indicators to monitor departmental progress and align with organizational goals.
Cultivated relationships with stakeholders, enhancing community engagement and strengthening the bank's reputation in the region.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Identified opportunities to improve business process flows and productivity.
Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
Held monthly meetings to create business plans and workshops to drive successful business.
Evaluated hiring, firing, and promotions requests.
Principal Owner | Senior Principal Technical Program Manager at SelMil Project Management ConsultingPrincipal Owner | Senior Principal Technical Program Manager at SelMil Project Management Consulting