Sales Representative
Resume:
Craig Carrell
Mansfield TX *****
****************@***.***
JOB OBJECTIVE
Obtain a rewarding and challenging career in a dynamic sales environment.
EDUCATION
Stephen F. Austin State University
Nacogdoches, TX (1988-1990)
Bishop Lynch High School
Dallas, TX (1984-1988)
EMPLOYMENT HISTORY
Assurant Employee Benefits
Plano, TX Employee Benefits Advisor October 2008 - Present
. Daily interaction with Sales Representatives, Employee Benefit
Specialists, Home Office Staff, Brokers and Policyholders.
. Operate in a high volume sales arena. High initiative, multi-tasking
and reprioritizing will be key to success.
. 80% of time on Revenue Generating Activities and 20% of time on
proactively building relationships with brokers and clients.
. Conduct enrollment meetings on all new cases meeting all set
enrollment goal criteria and expectations serving as a subject matter
expert to the policyholder and employee.
. 45% or higher participation is expected on all groups enrolled.
. Conduct re-enrollment meetings on existing accounts responsible to re-
enroll 50% of cases per year in accordance with re-enrollment
strategy.
. Analyze monthly renewal block, effectively cross selling or up selling
on inforce coverages.
. Responsible for the persistency of profitable business.
. Meet with Sales Rep/Underwriter to determine the best strategy to
achieve a high persistency percentage by retaining inforce business
and to identify potential cross sell opportunities to generate revenue
in accordance with office goals.
. Proactively deliver renewals to customers by targeted renewal date.
. Identify groups that are low participation-develop plan to attain
higher participation.
. Build and strengthen broker and policyholder relationships becoming a
trusted advisor to inforce accounts.
. Build and maintain relationships with all internal departments to
facilitate problem-solving efforts on behalf of the customer.
Independent Agent/Broker 2004 - Oct 2008
Texas, Oklahoma and Illinois
. Dedicated to meeting the needs of my clients offering a solid line of
insurance products.
. Mortgage Protection Life/Disability, Final Expense, Medicare
Supplement Insurance, Long Term Care, Life Insurance, Unemployment
Coverage, Accident/Cancer Supplemental Health coverage and a number of
Annuity products.
. Cold/warm call prospects to set face to face appointments.
. Meet with clients at their home or work to deliver a presentation on
the product.
. Needs based selling allowed myself to achieve a 95% closing ratio.
. Ask for referrals to build block of business.
. Qualified for bonuses and sales conference trips due to top individual
premium.
. Recruit and managed agents in Oklahoma and East Texas.
UnumProvident Corporation
Addison, TX Account Consultant April 2000 - Dec 2003
. Responsible for large case (100 to 2000 lives) post sale activities,
including ongoing customer relationships and identification and
execution of cross selling of other products.
. Large case market includes very complicated plan designs with multiple
divisions, plan administrators and locations.
. Required to design and implement the customized service strategy for
each case.
. UnumProvident face to the customer in our large case market.
. Full understanding of large case account management in order to
identify and solicit cross sell opportunities.
. Requirements of 4 to 6 client meetings weekly.
. Management of service assistants necessary due to being out of the
office.
. Delegation of duties and follow up to ensure completion.
Account Specialist June 1998 - April 2000
. Responsible for small case (under 100 lives) post sales activities
including issue
and installation of a new case along with identification and execution
of block
expansion strategies.
. Manage the new business issue and delivery process. This includes data
collection, quality of deliverables and process cycle times.
. Effectively manage on-going customer contacts and service issues.
. Partner with Home Office developing an effective service plan for
assigned accounts.
. Perform service functions as required and coordinate all service
activities.
. Partner with sales representatives on development of initial and
ongoing customer specific strategies.
. Achieve new business and cross sell goals through execution of
customer specific management and expansion strategies in partnership
with sales representative.
Office Staff September 1996 - May 1998
. Provide support in an office requiring a basic knowledge of company
policies and practices.
. Assemble and analyze information, prepare reports, agendas and
outgoing correspondence.
. Organize and maintain office filing system and mailroom.
. Return all phone calls and follow up on all requests that are
assigned.
. Reserve travel arrangements and process related travel expenses.
. Coordinate meetings both internally and externally.
. Interface with a variety of people on issues both routine and complex.
. Work with standard spreadsheet, database and word processing software.
. Support office workflow through accurate and timely entry of data into
the
system. Primary data focus was census input and enrollment deduction
reports.
. Provide administrative support to office as needed.
. Answer switchboard of high volume of calls daily and refer calls to
the appropriate person.
. Greet all visitors.
. Provide clerical support for office, including sorting and
distribution of mail, filing, typing and packaging of outgoing
materials.
RECOGNITION
. 2009 Life Investors Sales Convention- Tampa - qualified by Aug 2008
. Award for Top Individual Sales Exceeding $100,000 of Life Premium in
the Year of 2006
. 2006 Chase Insurance PowerBroker Summit II - Hawaii
. 2005 Chase Insurance PowerBroker Summit - Las Vegas
. 2005 Fast Start Bonus
. Recognition bonus for endless commitment and enthusiasm.
. Voice of the customer award.
. Positive attitude recognition.
LICENSING/CERTIFICATIONS
. Group 1 Life and Health, TX, OK and IL Dept of Insurance
REFERENCES
Available upon request
Contact this candidate