Sales Manager
Resume:
Barbara Corton
Chicago, IL
*************@*****.***
Business Development / Insurance Services / Call Center Executive
Senior Operations and Business Development Executive with expertise
specifically related to driving and expanding business, financial analysis,
increasing bottom-line revenues, developing and fostering client relations,
and team development.
Cross-Functional Client Retention Insurance Regulations
Leadership Strategies Product Presentation Skills
Product Development Product Distribution Underwriting Experience
Coalition Building Account Management Referral Base Expansion
In-depth Market Training & Development Quality Assurance Practices
Analysis Process Improvement
Qualifications Profile
0. In-depth relationship cultivation expertise with the ability to work
independently on multiple projects simultaneously with specialized
knowledge of client services and call center management, underwriting
expertise, outside sales methodologies, insurance policies and
regulations, extensive business and financial acumen, various product
applications, client development practices, product presentation skills,
as well as forming collaborative relationships both internally and
externally.
1. Competent leader and mentor who is able to create a team environment,
including building collaborative relationships and training peers to
perform at maximum efficiency.
2. Consistently focus on ensuring development of high-standard client
delivery methodologies.
3. Comprehensive understanding of the business development arena due to
hands-on application regarding information management, communications, and
marketing practices.
4. Excels in defining and implementing policies, procedures and operational
systems that boost productivity, efficiency and quality of operations.
5. Proven ability to adapt strong process knowledge and technical skills to
diverse organization needs.
Functional Competencies
6. Develop and implement numerous protocols and policies with the purpose
of identifying and resolving relevant client issues in a proactive manner.
7. Create culture of leadership, provide incentives for exceeding goals,
and foster professional development of the team.
8. Work to standardize cross-departmental protocols between various
departments in order to break down "silo" mentality, increase knowledge
sharing and increase revenue growth and client retention.
9. Skilled at managing multiple projects simultaneously and efficiently.
10. Fluent in English and Spanish.
Academic Training & Additional Information
San Antonio College: Liberal Arts
Technology Skills: MS Office (Word, Excel, PowerPoint, Outlook); Lotus
Notes; CRM and Call Center Technologies
13. Licenses: Life and Health (25 states) / Life Insurance Agent
(nationwide)
Designations: CRPC (Chartered Retirement Planning Counselor)
Additional Training and Development: Management/Supervision,
Performance/Project Management, Sales Leadership, Teambuilding, Effective
Communications
Select Achievements
16. Ranked as #1 manager company-wide for top policy sales (out of eight
managers total). Contributed to an increase in production of over 300%.
Demonstrated strengths in quickly mastering new industries and products.
Joined firm without an insurance background, earned multi-state life
insurance licensure and CRPC designation within first three months, and
rapidly elevated revenues to historic highs.
Hired, trained, and developed agent sales force, building a top-producing
team able to thrive in high-volume environment (with all agents closing a
minimum of 15 policies per month).
Served as location's de-facto manager from day one of joining firm. Put all
reports into place and established the majority of standard operating
procedures to ensure the successful startup and explosive growth of center.
Established metrics to measure/monitor individual sales performance.
Instilled accountability for corporate goal attainment and motivated agent
force to peak production as a result.
Achieved one of the lowest turnover rates company-wide, groomed several
staff members to achieve promotional advancement, and earned commendations
for teambuilding success.
Professional Career Track
Disability Marketing Specialist, Eugene Insurance Agency
2008-Present
22. Primary responsibilities include: Act as Analytical Consulting
Specialist related to Disability Products to Brokers and Financial
Advisors for their clients. Work directly as field-underwriting
23. Price illustration with riders when shopping the markets and articulate
key differentiators in programs.
24. Make recommendations related to which company or product is the most
viable based on specific client needs.
25. Train brokers on Disability Income, Key Person and Business Overhead
Expense and Buy Outs as well as analyze marketing plans and sales strategy
developments to expand client practices.
Assistant Manager (Customer Center, Sales, and Service), S.USA Life
Insurance Co. 2006-2008
26. Primary responsibilities included: Trained, coached, and supervised
sales and service staff within call center setting, managing a nine-member
team comprised of sales/service supervisor, seven life insurance agents,
and administrative staff.
27. Directed day-to-day operations, including call center metrics,
scheduling, transaction management, and data analysis/reporting.
28. Maintained productivity to achieve established sales and service goals,
with responsibility for developing/coordinating sales campaigns and
company branding events to generate leads; assigning leads to agents and
closely monitoring progress throughout the sales cycle; leading all
business development activities (new business, up-sell, cross-sell); and
resolving escalated customer issues.
Assistant Vice President of Customer Relations, La Salle Bank & ABN Ambro
Bank NV 2000-2004
(Rapidly promoted from Manager to Vice President during tenure)
29. Primary responsibilities included: Created business/market strategies
and tactical action plans to grow deposits under management for an $80M
branch.
30. Interfaced extensively with private equity clients, attended to and
resolved escalated issues, and approved checks for commercial clients.
31. Cultivated loyal relationships with client base and met with bankers
weekly to track their progress/strategize next steps in gaining new
business.
Assistant Manager (Retail Division), Banco Popular NA
1998-2000
32. Primary responsibilities included: Co-managed daily branch operations
and a peak team of 27 employees
33. Earned fast-track promotion from mortgage banker to assistant manager
due to commended leadership, strong fiscal/management acumen, and
excellent customer service skills.
Launched networking events that captured increased business from the
Spanish community, and subsequently hired and trained more bilingual
employees to service the new business.
Removed process bottlenecks, increased efficiency/productivity, and
elevated customer satisfaction by reorganizing systems/processes and
initiating cross-training program.
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