Joe Leicht

• Analyzed customer needs and provided best options, upselling products and services.
• Engaged customers and provided high level of service by carefully explaining details about coverages and policies.
• Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
• Generated new leads and identified potential clients by using successful direct marketing strategies.
• Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
• Built strong relationships with clients through consistent communication and excellent customer service.
• Built an agency with nearly $3 million in annual revenues in just over 6 years.

• Delivered exceptional client experiences through hands-on leadership of associates and managers.
• Designed sales and service strategies to improve revenue and retention.
• Drove revenue growth by expanding product offerings and identifying new market opportunities.
• Prepared annual budget forecasts and monitored performance to meet organizational objectives.
• Administered employee discipline through verbal and written warnings.
• Created schedules and monitored payroll to remain within budget.
• Tracked monthly sales to generate reports for business development planning.
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Increased customer satisfaction through continuous improvement initiatives and excellent customer service.

Implemented successful business strategies to increase revenue and target new markets.

• Monitored progress by establishing plans, budgets and measuring results.
• Created effective business plans to focus strategic decisions on long-term objectives.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
• Managed 14 golf courses in 3 states, with more than 600 employees and nearly $60 million in annual revenues. Additionally consulted with Bank of America while they were divesting themselves of properties in bankruptcy.