Sales Professional

Mary “Lou” Taylor

**** ******* **. ** 616-***-****

Grand Rapids, MI 49525-3966 ***.********@*****.***

SALES PROFESSIONAL

A high achieving, creative, seasoned insurance professional with effective team &

relationship building skills: Twenty-five years of strong personal & business to

business sales & customer service experience

Master of presentations & powerful consultative closing abilities

Passion for helping people & building personal relationships with clients & coworkers

EMPLOYMENT HISTORY:

July 2, 2012 – Present Mortgage Loan Office Mortgage Investors

Corporation

Grand Rapids, MI

Currently selling the VA 3/1 Hybrid Adjustable Rate Mortgage, which was designed by the Veterans

Administration. This mortgage was voted thru Congress as a permanent benefit for Veterans in 2012.

Appointments are preset and presentations are conducted at the veteran’s home to explain this benefit and

to gain the mortgage sale.

Key Achievements:

80% Average closing ratio; averaging over $1,000,000 of monthly sales

#1 Closer for the State of Michigan within two months of starting

January 1, 2011 – February 14, 2013 Benefits Sales Consultant Colonial Life and

Accident Insurance

Grand Rapids, MI

Developed new business and cross sold voluntary benefits to existing accounts. Consulted with business

owners on various ways to reduce their health insurance premiums. Also helped their employees cover their

out-of-pocket expenses for medical gaps, disability and life through voluntary benefits. Consulted one-on-

one with employees, educating them on their group benefits and ours.

Key Achievements:

Wrote 16 new Accounts with $213,164 in new premium in 2011; in 2012 referred

business as a broker

June 29, 1999 – January 1, 2011 District Sales Manager Colonial Life and

Accident Insurance

Grand Rapids, MI

Opened and developed a scratch District Sales Office for Colonial Life & Accident. Responsibilities included

recruiting and training new independent sales reps; preparing detailed annual business plans; meeting

district sales objectives and goals; and developed a personal book of business. The District wrote well over

400 business accounts. Training new reps included: prospecting techniques; consistent sales presentations;

consultative closing techniques; generating referrals and building personal relationships.

Key Achievements: Frequently earned recognition for top sales performance: (Not inclusive prior

to 2006)

2009 – District Sales Manager of the Year, MI Territory -- Exceed Annual Sales Plan – 139%;

District New Case Sales Premium Leader - $1,113,954 and District New Case Leader – 32

Cases

2009 – ACE Award - Achieving Continuous Excellence

2009 – 3 Fourth Quarter Midwest Regional Awards: Highest Number of New Accounts;

Highest New Account Opener Sales Premium & Highest Percentage of Sales Premium

Goal

2006 – 34.5; 2007 – 35, 2008 – 39.5 – District New Case Leader, Michigan Territory

2006 – $333,395; 2007 - $345,955; 2008 - $532,835 – District New Case Premium Leader,

Michigan Territory

PROPERTY & CASUALTY EXPERIENCE: 20+ Years

Personal Lines Underwriter – 2 years/2 months; Account Manager/Customer Service – 7 years

(National Broker, Personal & Commercial Lines); Carrier Marketing Rep – 3 years/4 months;

Commercial Lines Sales – 9 years/3 months

EDUCATION:

Bachelor of Business Administration: Central Michigan University, at Mt. Pleasant, MI

Active Michigan Licenses: Property, Casualty, Health, Life, Annuities, Mortgage Loan Officer & Notary

Public

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