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Client Services Process Improvement

Location:
Fort Lauderdale, FL, 33327
Posted:
January 28, 2024

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Resume:

Ryan E. Sherman

***** ******* ***, ****** ** ****6 954-***-**** Email: ad253u@r.postjobfree.com

Summary of Qualifications:

Focused and self-directed professional with experience in ownership, leadership, sales management, client services and process improvement. Proficient user of Salesforce with a proven ability to consistently reduce expenditures while continuing to provide the highest level of sales and service. Strengths include sales leadership, exceptional communication skills, relationship building, conflict resolution and problem solving. Highly successful at creating and implementing new ideas and methods while meeting deadlines and objectives with a high level of accuracy. Dedicated sales expert, with a reputation for consummate professionalism and exemplary ethics. Remain current on the latest trends in the industry, with comprehensive knowledge of financial, insurance and marketing services and best practices.

Objective:

Seeking to apply proven marketing and sales leadership experience, entrepreneurial spirit, and enthusiasm to bring bottom line results to an innovative organization with a strong focus on closing sales.

Sherman Insurance Corporation Fort Lauderdale, Florida

January 2009- January 2024

President/ Owner

Started and built and now sold a full-service insurance agency. Recruited, trained and groomed over 85 agents in the insurance industry. Run day to day operations of the agency, while working growing customer and employee base.

Sell various types of insurance products to businesses and individuals on behalf of insurance companies, including property & casualty insurance, life insurance, health insurance, long/short term disability insurance, long term care insurance, and annuities.

Provide sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their prospective portfolios.

Emphasis on repeat business and high number of referrals due to my dedication to exceptional customer service, impeccable follow through and putting the client’s best interest first.

Create training material and conduct product/sales training programs and client seminars.

Exceptional communication skills, relationship building, conflict resolution and problem solving.

Identify and capitalize on market opportunities to increase premium growth, elevate market share and outperform competition.

Service Corporation International-Dignity Memorial- South Florida

April 2015-December 2019

Sales Manager for Pre Planning Advisors

Manage Sales Team of Pre Planning Advisors for the funeral, cremation and cemetery industry. Provide families the necessary product and services to pre plan final arrangements years in advance

Leads, manages, and develops Pre Planning Advisors to optimize team performance

Century Club Member 2015-2018- Achieved over 110% of Sales Quotas Year Over Year

Recruit and hire qualified candidates to fill open sales positions on a monthly basis

Performance management, to include monthly action plans (MAP process), performance improvement plans, formal and informal coaching and counseling,

Provide active management, recruitment, and talent development of a high volume business development team

Close sales appointments with advisors to help achieve sales targets and goals

Positioned our product offerings by presenting Sales Seminars to our target markets on a weekly basis

Communicating skillfully on our companies many products, services and locations

Strong solution oriented selling skills to help create the proper product offerings and solutions for customers

Bankers Life and Casualty Plantation, Florida

August 2007- December 2008

Field Trainer/ Insurance Agent

Presidents Circle 2007-2008.

Promoted to field trainer within 90 days of employment.

Earned Top performer award for revenue and client sales for the first 6 consecutive months of employment

Customized insurance programs to suit individual customers, often covering a variety of risks.

Called on policyholders to deliver and explain policies, analyze insurance programs and suggest additions or changes.

Made over 300 cold calls per week, planned and led fifteen appointments per week and built a steady client base.

Developed clientele by networking to find new customers and generate lists of prospective clients.

Attended meetings and seminars to gain knowledge about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Consistently in the top 5 producing agents in a branch of over seventy agents.

Deluxe Corporation Weston, Florida

August 2005- July 2007

Business Development Executive

Responsible for acquiring new financial institute customers and maximizing revenue through new products and services.

Used proven new business development skills to pursue qualified leads, and lead in the identification of business needs throughout the marketplace and assigned territory.

Proven track record of high degree of energy and drive for results.

Conducted research, opened doors, created value in a consultative manner, as well as created value for the financial institutions providing the opportunity to cultivate relationships and build the appropriate rapport throughout the account.

Consistently exceeded quota for revenue per unit product sets 2005- 2006.

Maintained a 100% retention rate for all clients in the South Florida region 2005- 2006.

SBC Communications Pompano Beach, Florida

May 2004- July 2005

Senior Account Executive

Delivered Effective and compelling presentations focused on identifying client needs through the use of marketing materials, adapting presentations to specific client needs, and generated desire for clients to take action.

Accurately identified decision makers with the ability to influence others.

Recognized as top performer for the Fort Lauderdale branch 2004 and top sales representative for the South East region July 2004.

Presidents club 2005.

XO Communications Fort Lauderdale, Florida

July 2003- May 2004

Senior Account Executive

First account manager that successfully developed and executed the dealer channel program in the Fort Lauderdale branch.

Generated the highest sales revenue in the Fort Lauderdale branch- September 2003, December 2003 and January 2004.

Exceeded 180% of quota in last six months of 2003.

Chosen for President’s Club for outstanding performance for 2003.

Qwest Communications Fort Lauderdale, Florida

October 1997- May 2003

Senior Account Executive

“Million Dollar Challenge” – Top rep in the Southeast region for second quarter 2002.

“2002 Greatest Hits Platinum” – Recognized twice for producing highest sales revenue for Southeast region.

Exceeded quota for 2 years consistently – October 2000 – October 2002.

“Doral Light Rider” – Reached 100% of quota in 2000.

100% quota club for 1997 – 1998.

“President’s Club” for 1998 – top 5% for the company in annual sales.

Professional Licenses

Licensed Insurance Agent 215- Life, Health and Fixed Annuities

Licensed Insurance Agent 220- Multi Lines Property and Casualty

Licensed Insurance Agent 60- Professional Adjuster

Education

University of South Florida, Tampa, Florida

Graduation Date: December 1995

Bachelor of Arts in Mass Communication

References Available Upon Request



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