Insurance Agent Sales
Resume:
M ICHAEL T. S TERLACCI
972-***-**** adhvds@r.postjobfree.com
P R O F E S S I O N A L E X P E R I E N C E
ROLLINS, DALLAS, TX 11. 2019 – present
Field Representative
Manage a territory of over a thousand homes all across Frisco, establishing relationships with builder reps, real estate agents, and clients to sell and ensure the installation, maintenance, and function of all Taexx installed pest defense systems are adequately maintained.
Chosen to represent the Sales Department for company committee; focus is on developing updated procedures to improve company efficiency, and increase profitability. BATY WORLDWIDE, DALLAS, TX 06. 2019 – 10. 2019
Director of Private Client Services
Consulted to implement sales strategies and establish proper risk management processes to promote effective
& efficient business procedures. Consulting contract was fulfilled.
Designed new proposal templates & processes. Increased client retention and closing ratios by ~2%, and ~10% respectively since implementation.
Prevented account loss & reduced costs. Directed clients to install updated loss prevention equipment resulting in an average of 6% - 20% in premium savings as well as keeping them eligible with high net-worth carriers. MARSH & MCLENNAN, DALLAS, TX 10. 2018 – 04. 2019
Insurance Agent
Independent Sales & Risk Consultant for high net-worth clients, assisted them with their personal lines insurance needs; hired to close business brought in by the Business Development Executives, and presented appropriate coverage solutions. Due to company merger and reconfiguration, my position was removed.
Certified to manage & consult Home Office level accounts. Included all applicable needs for clients, assessed risk exposures, and implemented plans to reduce risk for accounts with a minimum yearly premium of over $250,000. CAREINGTON BENEFIT SOLUTIONS, FRISCO, TX 09. 2017 – 07. 2018 Insurance Agent
AIG Private Client Group advisor for high net-worth clients, assisted them with their personal lines insurance needs; hired to identify gaps and/or overlaps in coverage and advised them on how to reduce risk and protect not only their assets, but also their lifestyle. Position was downsized due to company’s loss of work load. LIBERTY MUTUAL INSURANCE, DALLAS, TX 11. 2015 – 11. 2016 Insurance Agent
Hired to meet sales goals by using product knowledge in a consultative approach to build quality client relationships, sell to customer needs, build rapport, and establish referrals. Left to pursue new career path.
Won a multitude of company awards; including, multiple 100 Policy Club honors, referral awards, and held company record for total policies sold in a day.
COVERICA INSURANCE, DALLAS, TX 02. 2014 - 06. 2015 Vice President
Recruited to manage business relations, create and implement strategic processes, presented to prospective partnerships, acquired new accounts, consulted marketing campaigns, and generated leads for a team of six producers. Left due to ethical differences.
Spearheaded successful lead generation process. Expanded available lead pool from the tens to hundreds of potential clientele without closing ratio drop-off.
Consulted partner company on effective business operations. Dramatically improved sales process efficiency and monthly closing capacity.
M ICHAEL T. S TERLACCI - P AGE 2
972-***-**** adhvds@r.postjobfree.com
USAA, ADDISON, TX 07. 2013 - 02. 2014
Mortgage Processor
Promotional transfer with senior management approval to join the first all-veteran mortgage processor class to date. Ensured the timely and accurate packaging of all loans originated, meeting crucial and changing deadlines, all while upholding superior member satisfaction. Left to pursue better opportunity.
Quickly obtained and maintained a 10 out of 10 average performance score on customer surveys. Was asked to give team presentations on effective strategies and techniques.
Won 2 office contests based on shortest loan processing times, becoming the only processor in Addison to do so. USAA, SAN ANTONIO, TX 01. 2013 - 07. 2013
Insurance Agent
Hired to acquire and demonstrate proficiency in applying intermediate knowledge of products, services, processes, acquisition and/or member service techniques, referral skills, and relationship building with members by understanding life events and using the multi-company product opportunities.
Led entire sales floor in products offered, offers converted to sales, and open adherence. Progressed from 50.4% offers extended to 81.75% within three months on the job; unlicensed average went from 29.83% to 31.05% respectively. Maintained an open adherence above 90% continuously.
Phone calls were used as training tools for co-workers, leading to accelerated responsibility advancement by management.
COVERICA INSURANCE, DALLAS, TX 06. 2009 - 11. 2009 Customer Service Representative Intern
Chosen to learn valuable insurance information and customer service responsibilities, pass and maintain proper insurance licenses, recognize opportunities to strengthen coverage, and advise clients on satisfying their coverage needs. Left in order to finish degree and for personal reasons.
Spearheaded lead campaign, increasing the sales of the target producer by 29.3%. UNITED STATES AIR FORCE, SAN ANTONIO, TX 06. 2005 - 06. 2009 Traffic Management Officer - 2T051
Used military and commercial transportation to move personnel, eligible dependents, materiel, and property. Packaged, classified, and arranged personal property and cargo for shipment or storage. Counseled personnel and eligible dependents on passenger and personal property movements. Made cost comparisons between various modes of transportation, and between government and commercial storage facilities.
Chosen to compile & present shipping data from used carriers, create & present PowerPoint slides to head of TMO operations, saving average shipping time, cost, and availability of goods.
Recognized as Sharp-Troop Award Winner, a competition involving elected representatives of each squadron based on military appearance and work ethic.
E D U C A T I O N
Bachelor Of Science In Business (BSB - 2014)
UNIVERSITY OF PHOENIX, DALLAS, TX
R E F E R E N C E S
Michael Bell
Sales Executive
Travelers
Dallas/Fort Worth Area, TX
Don Wilson
Sales Supervisor
Liberty Mutual
Frisco, TX
Troy Yoder
Director, Business Development
AIG
Dallas, TX
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