wheeler6123

Promoted to a newly-created hybrid sales position where I led a team that directed the carrier marketing process on all new and renewal commercial business. Collaborated with associates to identify high-value targets, provide comprehensive risk management evaluations, elicit points of pain and dissatisfaction with existing program, strategically plan and execute marketing the account, negotiate terms and pricing, coordinate with sales to demonstrate added value provided, and close the sale. Spearheaded the complete overhaul of the existing marketing processes, developing and implementing more efficient targeted procedures to maximize outcomes driving increases in hit-ratio (38%) and agency new revenue production ($1.5M, 15% YOY). Cultivated relationships with key agency-carrier partners and underwriters, earning trust and capacity for extended underwriting leeway and aggressive pricing, in addition to negotiation and oversight of bonus revenue, including profit sharing, contingency bonuses, and book rolls leading to increased bottom-line agency revenue ($600k).

Built a high performing profitable book of business in commercial insurance using sales techniques such as cold calling, network lead generation, consultative and value-add selling. Consistently exceeded new business sales targets and maintained annual retention figures on existing accounts in excess of 100% YOY, winning the Top Agency Retention award for the year ending 2016 and achieving Gold Producer Status (meet or exceed goal in both new and retention revenue) in 2014, 2015, and 2016. In 2017, promoted to a hybrid role where I was able to apply my successful sales techniques across all new and renewal business leading the restructuring of the commercial lines marketing department while maintaining existing key account relationships and continuing to cultivate network referrals.