Business Development Account Management

ALAN SMITH

Dayton, OH – 937-***-**** – *************@*****.*** – linkedin.com/in/alansmith2295

Sales Executive & Business Development Professional – 20+ Years’ Experience

Achievement-oriented professional with 20+ years of experience in sales management, business development, and account management. Proven track record of exceeding sales goals while collaborating with high-performing teams to support an organization's success. Demonstrates an exceptional ability to drive positive change by building relationships and implementing best practices. Value-centric leader who thrives in fast-paced environments delivering both forward-thinking and professionalism.

CORE COMPETENCIES

Business Development Strategic Planning Consultative Sales Skills

Team Leader Sales Management Prospecting Skills

Relationship Management Account Management Marketing Strategy

Customer Relations Skills Mentor Pace Setter

PROFESSIONAL EXPERIENCE

Sunrise Insurance Agency LLC – Owner / Agent (Dayton, Ohio)

2023 – Present

Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Conducts needs-based analyses for clients based on current and changing product lines. Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives. Establishes appointments through cold calling, prospecting within the current book of business, and new customer referrals. Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates. Handles customer inquiries to include benefits, policy changes, and claims. Responsible for selling offerings for life, health, property, and casualty products, including life insurance, Medicare products, auto, home, boat, trailer, condo, renters, and landlord insurance.

Elevance Health / Anthem Blue Cross & Blue Shield - Field Sales Representative (Dayton, Ohio)

2023 – 2023

Serves as Field Sales Representative responsible for selling offerings for health products, including Medicare Advantage, supplements, prescription drug plans, dental, and vision. Conducts needs-based analyses for clients based on current and changing product lines. Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives. Establishes appointments through cold calling, prospecting within the current book of business, and new customer referrals. Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates. Handles customer inquiries to include benefits, policy changes, and claims.

United Health Group – Medicare Benefits Advisor (Dayton, Ohio) 2022 – 2023

Served as Tele-sales Medicare Benefits Advisor responsible for selling offerings for health products, including Medicare Advantage, supplements, prescription drug plans, dental, vision, and life plans. Conducts needs-based analyses for clients based on current and changing product lines. Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Establishes appointments through cold calling, prospecting within the current book of business, and new customer referrals. Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates. Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives.

AAA / Energy Insurance Agency – Sales Associate (Cincinnati, Ohio) 2022 - 2022

Served as Sales Associate responsible for selling offerings for property and casualty products, including auto, home, boat, trailer, condo, renters, and landlord insurance. Conducts needs-based analyses for clients based on current and changing product lines. Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates. Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives.

Allstate Insurance Company – Market Sales Associate (Dayton, Ohio) 2021 – 2022

Served as Senior Sales Consultant responsible for selling offerings for property and casualty products, including auto, home, boat, trailer, power sport, condo, renters, and landlord insurance. Conducts needs-based analyses for clients based on current and changing product lines. Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Collaborates cross-functionally as a Member of the Agent Council Team to provide strategic input and recommendations. Establishes appointments through cold calling, prospecting within the current book of business, and new customer referrals. Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates. Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives.

HUMANA – Senior Sales Consultant (Dayton, Ohio) 2013 – 2021

Served as Senior Sales Consultant responsible for selling offerings for health products, including Medicare Advantage, supplements, prescription drug plans, and individual major medical, dental, vision, and life plans. Maintains a customer base of 700+ clients while increasing sales volume by 10% annually. Conducts needs-based analyses for clients based on current and changing product lines. Establishes trusted advisor relationships while ensuring long-term customer satisfaction and repeat business. Handles customer inquiries to include benefits, policy changes, and claims.

Collaborates cross-functionally as a Member of the Agent Council Team to provide strategic input and recommendations.

Establishes appointments through cold calling, prospecting within the current book of business, and new customer referrals.

Generates and maintains active business relationships with clients to achieve a reduction in overall client turnover rates.

Applies sales skills and techniques to drive referral lead sources, increase revenue production, and exceed sales objectives.

Developed and implemented high-impact business development strategies to drive sales growth and client referrals.

Analyzed customer needs and provided recommendations to clients on new and changing insurance product lines.

Received numerous “Salesman of the Week” and “Rookie of the Year” awards by exceeding sales goals and targets.

EDUCATION & LICENSES

Master of Science (MS) in Management – Indiana Wesleyan University (Moraine, Ohio) (2019)

Bachelor of Science (BS) in Management – Indiana Wesleyan University (Moraine, Ohio) (2016)

Life, Accident, Health, Variable Annuity, Property & Casualty Licenses

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