Sales Manager

Charles J. Lewis *** N. **rd Street, * Philadelphia, PA

************@*******.*** 215-***-**** Fax 206-666-

3240

________________________________________________________________________

Sales Development * Account Management * Customer Service

Determined, Customer-driven sales professional with extensive experience

and track record of success in personal, B2B sales and account management

within the property casualty insurance industry, demonstrating ability to

gain customer trust and secure win-win results. Recognized for

overachieving goals and delivering exceptional service. Quick, on the-spot

learner.

. Exceptional ability to research, analyzes, and translates information

to diverse audiences.

. Skilled in developing and implementing marketing techniques that drive

revenue and increase sales.

. Excellent communicator with a consultative sales style, strong

negotiation skills, and a keen client needs assessment aptitude.

. Strong background in selling to C-level executives of large

organizations.

Key Proficiencies Included:

>Client Acquisition >Relationship Development

>Account Maintenance

>Document Management >Claims Handling

> Industry Trends

>Evaluating Loss Exposure >Underwriting

> Strategic Account

SELECTED ACHIEVEMENTS

. Developed group affinity programs, as part of my client's benefits

menu, providing savings on personal insurance and mortgage products at

no cost to the employer.

. Design "Risk Management" program for property developers, clients,

including risk analysis with CPA, wealth managers, law firms,

financial planners and video inventory of personal property.

. Created and presented high-impact multimedia presentations to

communicate the value and benefits of my products. Tailored

presentations to appeal to highly sophisticated, multicultural

audiences.

PROFESSIONAL EXPERIENCE

2009 - Present: Leverage Financial Group: Senior Partner

Receive inbound residential loan service request * Verify loan

documentation as required by underwriting systems * Review submitted

information to ensure all guidelines are met * Evaluate loan feasibility

and determine acceptable documentation * Interact with "banks, lenders,

employers and other third party companies when needed

2008 - 2009 JP Morgan Chase Home Lending: Senior Loan Officer

Loan originating*In Bound/Out Bound calls*Risk and Credit analyses*Full

Responsibility for loan tracking and updating *Experience in Government,

Reverse and Construction loans*Skilled in general accounting, collections,

problem resolution and borrower correspondence

2006 - 2008 Nations Home Mortgage: Senior Loan Officer

Responsibility for new loans originating and revenue standards, process and

service self generated loans

Charles J. Lewis: 215-***-****/ ******@*******************.***

Page 2

2003 - 2006 Cohen - Seltzer, Inc.: Account Executive

Aggressively offered property & casualty products including personal lines,

commercial and consulting programs. Through rigorous cold-calling and

prospecting, account maintenance met annual sales and renewal goals.

Applied a solutions selling methodology to the sales cycle, promptly

completing proposals and sales activities, closing sales opportunities

quickly and efficiently, and completing necessary paperwork steps to

successfully set projects in motion.

Training Course Development. Designed with Dan Seltzer a Certified

Continuing Education Credit Course for CPA, Attorneys and Financial

Planners.

2001 - 2003 Lewis Insurance Services LLC: President & CEO

Operated an independent firm specializing in delivery of a full-range of

municipality insurance services as a part of ECBM's new business strategy.

Strategy & Business Development Successes

Retained by James Broussard (president ECBM) to develop and execute a

strategy to leverage my

well established network of municipal risk managers with ECBM's virtually

unlimited source of products and position the firm as a solution to current

agencies.

1996 - 2000 Evans, Conger, Broussard & McCrea, Inc. (ECBM):

Personal Line and Small Commercial Manager

Over saw national personal lines sales and service programs and supervised

3 service representatives along with 1 account executive. Responsible for

recruit interview, hiring, staff training, and performance evaluation.

Conduct monthly sales/service meetings. Develop new business, marketing,

and service programs and goals.

Revenue Generation. Booked 3.5 million of increased premium exceeding

annual goals from

1997 to 2000.

Training Course Development. Designed and implemented a live cross sale

training class with focus on topics such as utilizing annual reviews for

new risk analysis and cross sale opportunities.

Client Relations and Retention. Forged strong partnerships with both

clients and advisors utilizing two way referrals, pricing and risk reviews.

1991 - 1996 The Green Tree Insurance Company: National Sales Manager

Coached, Counseled and motivate Perpetual Sales Consultants and Independent

Agency sales force to achieve/exceed Perpetual Insurance Sales Standards.

Promoted from account executive to National Sales Manager in 1992 due to

consistent attainment of sales results. As manager the team consistently

exceeded department goals.

Production. 1993 average goal of 65 new perpetual policies monthly attained

83 for an 18% increase. In 1994 we average 102 policies per month for a 23%

increase and in 1995 set a new sales production mark of 134 policies for a

31% increase.

Professional Training Courses

Dale Carnegie Sales Training / Brian Tracy Strategic Sales Training / Lou

Holts Sales and Motivation Skills / Travelers Sales Training / Chubb

Consultative Sales Training / Certified Trainer in Cafeteria Plans/Section

125.Attended several Zig Ziglar, and Anthony Robbins workshops.

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