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Sales Project Management

Location:
Plano, TX
Posted:
February 02, 2017

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Resume:

Kimberly A. “Kim” Briggs Plano, Texas *****

Mobile: 972-***-**** Email: ****************@*****.***

To augment the information on my attached resume, I’ve included this letter. My 20+ year record of progressively responsible and varying insurance industry experience provides me with many qualities and skills.

A summary of my background follows:

Business Analyst/Project Management: My expertise and skills are in full life cycle - a proven track record in the areas of business analysis, quality assurance analysis, project management in insurance and information technology services industries.

Marketing: Created and designed marketing materials in support of a company’s region.

Sales and Sales Management: Developed and assisted in managing the company’s number one district for two years as its District Manager -- accomplished Group 1 Licensed agent.

Recruiting: Increased district’s sales staff an average of 14% a week while continuing to achieve a closing ratio of 90% in new business and renewals.

Training: For new and existing agents in Texas, developed training programs and conducted seminars that increased volume of business and retention of agents.

Vendor Analyst: Worked with in-house analysts and technicians as well as client company business analysts to recommend procedures and processes to facilitate the vendor’s system and the client’s process needs.

Licensing and Contracting Supervisor: Responsible for licensing, contracting, and set-up of all commission schedules and hierarchies for agent processing; experienced with personal computer use including word processing, spreadsheets and database applications.

In addition to my excellent presentation, sales management, and insurance skills, my personable style enables me to keep the atmosphere "light" during stressful periods, yet remain focused to direct any staff in today’s high-pressure environments.

Sincerely,

Kim Briggs

Kimberly A. “Kim” Briggs

Plano, Texas 75093

Mobile: 972-***-****

Email: ****************@*****.***

SUMMARY

A results-oriented insurance professional experienced in sales, sales management, marketing, training, recruiting, and home office/third-party operations. My expertise and skills are in full life cycle - a proven track record in the areas of business analysis, quality assurance analysis, project management in insurance and information technology services industries.

PROFESSIONAL EXPERIENCE

THE COMPUTER MERCHANT, Dallas, TX June 2015 –October 2016

Business Analyst – Computer Sciences Corporation (CSC)

Agile Project Management - Identify impacts/risks to enterprise-wide projects, serve as IT / customer liaison, schedule, conduct, facilitate and document meetings.

Business Analysis – Consult with IT / Customers regarding proposed system changes, analyze/evaluate business requirements to develop business specifications.

Implementation - Develop and maintain system documentation, post production problem reporting and follow up, notify customers of installation, participate in post implementation review.

PGP TITLE, Dallas, TX April 2013 – June 2013

Business Analyst

Agile Project Management - Identified impacts/risks to enterprise-wide projects, assign resources, serve as IT / customer liaison, schedule, conduct, facilitate and document meetings.

Business Analysis – Consulted with IT / Customers regarding proposed system changes, analyze/evaluate business requirements to develop business specifications for web based applications.

Implementation - Developed and maintained systems documentation, post production problem reporting and follow up, notified customers of installation.

AMERICAN GENERAL FINANCIAL GROUP, Dallas, TX November 2000 – December 2012

Senior Business Analyst - American General

Associate Manager – American General Life and Accident

Project Management - Identified impacts/risks to enterprise-wide projects, assign resources, serve as IT / customer liaison, schedule, conduct, facilitate and document meetings.

Business Analysis – Consulted with IT / Customers regarding proposed system changes, analyze/evaluate business requirements to develop business specifications for web based applications.

Implementation - Developed and maintained systems documentation, post production problem reporting and follow up, notified customers of installation, participated in post implementation review.

Coded tables and tested agent commissions on new products for our user community.

Performed training sessions for agents via telephone and in person.

Recruited and trained new agents.

Assisted agents with client presentations, enrollments, and orientations.

CTDSERV, Dallas, Texas September, 1999 – November 2000

Life and Health Specialist

Researched, developed and delivered a three-day life insurance and annuity course about products and home office and field operations/functions for inexperienced personnel of insurance and insurance software vendor companies.

Developed a health and managed care foundation course.

Worked the company booth at industry trade shows.

PROVIDENT LIFE AND ACCIDENT, Dallas, TX November, 1998 - September, 1999

Field Sales Coordinator

Created and designed marketing materials to support the South-Central Region.

Coordinated, designed, and recommended new procedures for large group processing between the writing agent, client and home office.

Through Internet research, provided a list of 4,000+ licensed agents for the region’s Sales Consultants’ use in agent recruiting activities.

CYBERTEK SOLUTIONS, INC., Dallas, TX June, 1997 - November, 1998

Business Analyst

Analyzed client companies’ products and procedures as they related to the software system Cybertek provides.

Worked with the client’s personnel and Cybertek’s technical staff when problems were identified; developed alternate methodologies for the client and/or determined the need for modifications to the system.

When the system needed modification, designed the system changes to fit the client’s needs and published business and technical specifications.

THE DALE GROUP - AMERICAN MEDICAL SECURITY, Dallas, TX September, 1994 - May, 1997

District Sales Manager September, 1994 - October, 1996

Independent Life and Health Insurance Agent October, 1996 – 2002

Designed and implemented new products to stay competitive in the marketplace.

Performed training sessions for agents via telephone and in person.

Recruited and trained new and existing agents.

Assisted agents with client presentations, enrollments, and orientations.

Developed and managed the number one sales district in the USA for two continuous years.

Maintained a district-closing ratio of 90% in new business and renewals.

Worked the company booth at industry seminars and trade shows.

Traveled the state of Texas to support the listed duties above.

MARKMAN COMPANY, Dallas, Texas May, 1991 - July, 1994

Licensing and Contracting Supervisor

Processed agent licensing and contracts nationwide; monitored agent revenue, renewals, cancellations, and licensing ledgers.

Maintained database of 15,000 agents and a 24-hour turnaround for processing contracts and appointments.

Researched and documented workflow to streamline and automate processes. Efforts reduced department costs by 40%.

CSC LOGIC, INC., Dallas, Texas August, 1990 - May, 1991

Insurance Service Center Supervisor

Managed processing of large volumes of insurance documents each 24-hour period (two shifts), including sorting, prepping, filming, batch control, and outsourcing.

Coordinated and scheduled processing flow with other departments.

Supervised in-bound customer service function and out-bound insurance verification process.

Successfully reorganized department to support new business.

ALLIED MARKETING GROUP, Dallas, Texas July, 1989 - August, 1990

Department Supervisor

Executive Assistant to Vice President, Operations

Coordinated efforts of five departments and worked within strict federal regulations to effectively collect up to $30,000 fees monthly with no lost revenue to the company.

Reorganized and implemented workflows that reduced number of claims by 23%.

Performed analysis and documentation of department workflow and procedures.

Developed recommendations to increase department efficiency and quality.

Created surveys and conducted interviews with focus groups.



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