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Territory Sales Management

Location:
Spring Hill, FL
Salary:
50,000
Posted:
July 31, 2015

Contact this candidate

Resume:

Michelle A. Phillips

Spring Hill, FL *****

Cell: 727-***-****

Email: acq073@r.postjobfree.com

Executive Profile

My background is a combination of Business Management, Hospitality, Leadership, and Insurance. Specialties include effective sales driven through proactive marketing/ analyzing market trends, product knowledge, exceptional time management, training and sales presentations and problem solving abilities. The importance of listening and understanding my clients wants and needs.

Skill Highlights

- In-depth knowledge of markets and relationships - Deadline-driven

- Exceptional multi-tasker and organization skills - Client and Vendor Relations

- Start-up Business Background - Training and Development

- Account Management & Cost Control - Time Management

Computer Programs:

EZ Links, AMS Management, Quick Books/ Payrolls- Management/Employee-Vendor/ Taxes, Semcat, Quick Quotes- Quoting Home and Auto, Quick File- Client Management, Accord Forms, Receipts and Invoices, Microsoft Word and Excel

Professional Experience

Corporate Recruiter/ Project Coordinator-Seminars

April 2015- Present

Amerilife & Health Services- Clearwater, FL

Perform searches for qualified candidates according to relevant job criteria, using computer

databases- Jazz/Resumator, Internet recruiting resources- Zip Recruiter, Indeed, Monster, Career Fairs, networking social media- LinkedIn, and cold calls. Contact candidates to inform them of employment possibilities, consideration, and selection. Manage hundreds of applicants; conduct solid telephone and resume pre-screening of candidates.

Manage hundreds of applicants; conduct solid telephone and resume pre-screening of candidates

Screen and schedule interviews for General Managers based on Territories

Maintain open lines of communication between the hiring manager and the candidate

Organized and planned

Organize, plan, and schedule luncheon seminars and events for General Managers in Hillsborough, Pinellas, and Pasco County through mailers, church groups, senior centers, small business and internet contacts for Educational Workshops focusing on Market Plans Health Insurance, understanding Medicare, and selecting suitable insurance programs.

Independent Insurance Agent- Final Expense / Life Insurance

June 2014- March 2015

Target the senior market over 65 with Final Expense/ Life Insurance Products to meet their needs in the comfort of their home.

Territory Marketing/ Sales Manager & Licensed Insurance Agent

February 2014 to May 2014

Great Florida Insurance- Wesley Chapel, FL

Territory Sales/ Marketing Representative in the New Tampa Area Development. I work primarily with Real Estate Agents, Mortgage Brokers, and Building Contractors in building strong relationships to develop a continuous strong book of business through great customer services and referrals. Quoting homeowners insurance through multiple carriers in finding the best rate for the client and cross selling auto insurance. Participate in the local community events through- Chamber of Commerce, Open Houses, Ribbon Cuttings, Luncheons, and Happy Hours.

Business Co-Owner/ Licensed Sales Agent/ Territory Marketer

April 2009 to February 2014

Unbeatable Insurance Agency, Inc – Fort Myers, FL

Developed and created a structured business plan on opening and running an independent auto, homeowners and business insurance agency. Built the book of business from marketing to local businesses, advertisement, internet lead generator, cross-selling and referrals. Maintained policies through following insurance carrier guidelines, underwriting and keeping a steady relationship with the clients and marketing representative with each insurance carrier. Handled insurance claims with clients and insurance companies. Trained new employees and implemented handbook for the employees to follow. Established weekly meetings on projected sales and goals for the agency. Handled employee payroll, agency/ employee taxes, commissions, account receivable/ payable, late payments and cancellations

Life & Health Insurance Agent/ Office Assistant Manager/ 4-40 Customer Service Representative

August 2008 to April 2009

State Farm – North Fort Myers, FL

Promoted Term and Whole Life Insurance to existing clients in person, through a courtesy phone call and/or postcard with affordable rates. Targeted local small businesses, set appointments, performed presentation on products to employer and staff member, provided education on the importance of Health Insurance for Individuals/ Group Plans and Life Insurance packages for themselves and loved ones. Checked daily newspaper on obituaries and sent out mailers to existing family member on the product line. Managed inventory and ordered monthly office supplies needed- brochures, insurance packages, applications, and promotional gifts. Contacted clients weekly to inquire about continuing needs- late payments, up coming renewal and new products available.

Territory Sales Manager

May 2007 to August 2008

Demko Vending & Corporate Food Service Express- Fort Myers, FL

Serviced existing clients over 150 local business accounts from Port Charlotte down to the Naples area. Evaluated current products being delivered and the satisfaction on the products. Installed new products lines on Gourmet Roasted Coffee and Janitorial Supplies for the establishments. Analyzed competitor’s products and evaluated a cost effective method that would guarantee new business and growth. Partnered with a local roaster coffee vender and created new roasted blends to meet the clients needs and demands. Example: Car Dealerships preferred a stronger roast of coffee due to long hours on the floor; verses an Eye Care Facility that preferred a lighter roasted blend. Designed and displayed stations in clients’ place of business which included cups, napkins, pastries, coffee maker, blends of coffee, etc. Ordered inventory needed for clients on a weekly basis. Continued an on- going relationship with owners, general managers, office manager and staff.

Outside Sales- Health, Life and Annuity Insurance Agent

December 2006- to May 2007

Ameri-Life and Health Services- Brooksville/ Spring Hill, FL

Followed up with leads and pre-set appointments on a daily basis. Educated the Senior Market on Ameri-Life Company’s background and services on products to fit their needs for retirement. Determined specific details on prospective clients’ financial and investment status, health concerns and objectives. Engaged in client interaction in the comfort of their home. Participated in daily educational meetings on new product lines for growing clientele base. Provided luncheon seminars for the Senior Market on Medicare Supplement Packages, Life Insurance and Investment Annuities.

Receptionist/ Office Assistant

January 2005 to December 2006

Horace Mann Insurance Company- Lakeland, FL

Trained with Lead Agent on quoting auto and homeowners insurance through a developed management quoting system. Gathered general information needed to run an accurate quote. Basic office assisting duties- filing, answering phone, making copies, setting appointments, running errands, and order supplies. Visited local schools and helped agent with presentation materials.

Manager/ Pastry Chef/ Barista

June 2003- November 2004

Java Baby- Spring Hill, FL

Created Authentic Cuban dishes for breakfast and lunch crowds’ including but not limited to: Cuban sandwiches, black beans and rice, guava pastries, espressos, flan, paninis, varieties of desserts. Changed menu on a daily basis for specials. Open store at 5:30 am – 2:30pm, scheduled employees payroll and work week. Contacted vendors on supplying gourmet coffee blends and espressos, order needed supplies, make sure establishment was up to code enforcement.

Caterer/ Private Chef/ Event Planner

January 2002- July 2007

Self Employed- Spring Hill, FL

Catered Store Grand Openings, Business Luncheons, Holiday Dinner Gatherings, Children’s Birthday Parties- ex: provided décor to meet the child needs, appetizers, snacks, birthday cake- Themes: Dora the Explorer, Disney Princess to name a few made all contacts needed- Bounce House, Fairy God Mother, Time Managed event to make experience run smooth and avoid stress on my clients. Kept cost low by budgeting accordingly.

Catered Chamber of Commerce Event- Display of Desserts which included Chocolate Covered Strawberries, Key Lime Pie, Dark Chocolate Cake, and Gourmet Chocolate Chip Cookies to name a few items.

Internship- Hospitality

July 1999- December 2000

South Seas Resort- Captiva Island, FL

Worked in a variety of departments on the resort from- hosting, waitress, cocktail serving, banquet services, event planning, child care, retail sales, and training program in management for restaurant and hospitality industry.

Education

Liberty Tax Services- September 2014 to December 2014

Spring Hill, FL

Gulf Coast State College- 2013

Spring Hill, FL

4-40 to 2-20 Conversion General Lines Agent Conversion

Completed 40 hours on-line course

Florida Department of Financial Services- 2008

Spring Hill, FL

2-15 Health, Life and Variable Annuity Insurance License

Completed 40 hours on-line course

Greater Hernando County Chamber of Commerce- 2006

Spring Hill, FL

Small Business Entrepreneur Course

6 week course on the foundation of starting your own business

Pennsylvania Institute of Culinary Arts 2000

Pittsburgh, PA

Associate Degree in Business Management

Culinary/ Hotel & Restaurant Management



Contact this candidate