High-achieving Business Development Representative bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales results.
Overview
18
18
years of professional experience
Work History
Business Development Account Manager
SGI CANADA
08.2016 - Current
Manage broker performance by analyzing their portfolio to determine their mix of business, quality of business, retention levels and new business production
Analyze competitive positioning of quotes in brokers office and compare expected new business with actual new business to identify any possible disconnects
Manage and review CPC targets on quarterly basis
Complete quarterly analysis of brokers and present findings at quarterly broker reviews
Prospect for new broker appointments, portfolio transfers and override opportunities
Manages SGI CANADA's participation in annual IBAO convention responsible for planning and coordinating all activities.
Manages National brokerage accounts
Responsible for mentoring new Business Development Account Manager
Prospected and contracted with 7 new brokerages over 4 year period, accounting for $10 million dollars in new business
Insurance Agency Owner
Fidler & Associates O/a Co-operators Insurance
09.2010 - 08.2016
Maintained profitable portfolio every year.
Consistently exceeded client growth targets while maintaining high retention rates
Successfully developed and executed commercial prospecting program that resulted in over 50% contact rate and generated over $100,000 in premium annually.
Effectively developed relationships with multiple real estate offices to establish exclusive referral partnerships
Designed strategic marketing and advertising campaigns to enhance agency development in market
Supervised all agency activities to promote proper planning, coordination and organization
Managed staff performance of staff by proactively addressing deficiencies and training weaknesses
3 time Region Builders award winner
Sales Supervisor
Co-operators Group Insurance
07.2006 - 09.2010
Responsible for managing team of 12 sales associates who were responsible for on-site quoting for group accounts
Responsible for training all new employees on proper sales and closing techniques in contact center environment
Oversaw implementation of Alberta outbound sales strategy Responsible for meeting company sales targets
Held monthly meetings with group account managers to provide updates and address their concerns
Established employee recognition program for all sales associates.
Developed and implemented performance improvement strategies and plans to promote continuous improvement
Led Employee Success Management team which was responsible for employee engagement
Increased customer satisfaction by addressing and resolving client concerns efficiently.