Sales Associate Production Leader

JOSEPH L. COPLEY

Https://www.linkedin.com/in/josephlcopley/ (H) 803-***-**** (C) 803-***-**** *************@*****.***

Professional Summary

Seasoned professional with over 29 years of experience in project and account management, in a variety of industries. Extensive experience in executive sales, providing viable solutions, and exceeding organizational goals. Continually exceeds expectations by creating valuable partnerships and works well with people at all levels of the organization, including stakeholders, customers, team members, and vendors.

Skills

Marketing & Client Presentations

Insurance & Field Underwriting

Software Management Telecommunications

Multiple Distribution Channels

Team Development & Protocols

Company Start-up & Client Solution

Excellent Verbal & Written Communication

Strategic Planning & Taking Initiative

Service and Billing Operations

Identify & Correct Inefficient Workflows

Profit & Loss Responsibility

Cultivate & Manage Relationships

Performance Metrics & KPIs

Operational Assessment & Improvements

Business Development & Management

Salesforce Functionality & Reporting

Work History

Recovery Fund Specialist & Safety Consultant 2016 to Current

South Carolina Accident Fund – Columbia, SC

Identifying and managing Uninsured Employer's Fund debt that qualifies for Setoff Debt and GEAR Programs, as well as managing the overall process prior to submitting to the Department of Revenue.

Conducting training classes for members of the State Accident Fund, providing information and consulting upon request, while also completing special projects and other assigned activities.

Preparing specific candidate safety programs, facilitating training events focused on leadership and safety culture, with insights into safety management success and specific loss control processes.

Evaluating and inspecting policyholders' work sites, providing safety consultation and cultural assessment services that enable organizations to lead, build, develop, implement, and check safety culture improvement initiatives.

Conducting facility audits, mock OSHA inspections, small and large fleet vehicle inspections, mock DOT audits, fire extinguisher training, forklift training, as well as performing ergonomic evaluations of workstations and hand tools.

Developing safety policies and procedures, while providing proper interpretation of governmental safety, health, and environmental regulations.

President & Owner Of Telecommunications Sales & Operations 2012 to 2016

Copley Communications – Columbia, SC

Led the overall telecom strategy including sales, planning, operational processes, business development, product enhancements, and marketing.

Brokered 14 carriers for increased customer satisfaction, as well as formed alliance with 12 office hardware vendors to promote South Carolina business, resulting in 134% increase in profits.

Designed and implemented key metrics to define optimal performance measurements and performance management programs required to ensure sales organization success.

Aligned reporting, training, and incentive programs with performance management priorities, as well as worked closely with Accounting, Finance, and HR to establish the administration of the sales compensation program, defining the rules, policies, procedures, etc.

Provided thought leadership to the 34 sales team members, while establishing high levels of quality, accuracy, and process consistency in planning, forecasting, and budgeting approaches.

Equitably assigned sales force quotas and ensured financial objectives were optimally allocated across the sales pipeline to all sales channels and resources, exceeding corporate sales goals by 110%.

Identified and successfully implemented opportunities for sales process improvement, including developing telecom strategies to maximize the company's strengths in the marketplace.

Fostered an organization of continuous process improvement, while working with all members of the telecom company to improve operational efficiencies, including recommending changes or enhancements to the CRM technology platform.

Coordinated with sales leadership to lead efficient and accurate reporting initiatives, as well as developed new reporting tools as needed.

Strategic Account Executive 2011 to 2012

Spirit Communications – Columbia, SC

Developed 24 strategic business accounts in South Carolina, from single to multiple location accounts, while assessing, clarifying, and validating customer needs on an ongoing basis.

Created solutions to increase customer agility with maximum utilization of speed, capability, and cost reductions.

Established productive, professional relationships with key personnel in customer accounts, as well as worked closely with Customer Service Representatives to ensure customer satisfaction and problem resolution.

Coordinated the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers' expectations.

Met the assigned targets for profitable sales volume and strategic customer objectives in assigned accounts, often exceeding the targets by 10% to 30% each quarter.

Proactively led a joint company-strategic account planning process that developed mutual performance objectives, financial targets, and critical milestones for a one and three-year period, while also leading solution development efforts that best address customer needs.

Worked with 3 engineers to evaluate and implement best practices, as well as networked with vendors and partners, resulting in a 125% increase in business development.

Took part in the community to enhance company reputation and increase sales opportunities, including being a Diplomat Member of the Chamber of Commerce, South Carolina Economic Development Association, and Information Technology Professionals of South Carolina.

Insurance Producer & Account Manager 2008 to 2010

Allstate Insurance Company – Columbia, SC

Provided overall agency management, including strategic planning and sales coordination, while also managing sales training, sales associate development, and team incentive compensation programs.

Identified new leads and gathered the necessary information for submissions, as well as solicited new accounts, conducting cross selling, direct selling, and cold calling.

Developed, presented, and sold new business proposals to appropriate prospects, resulting in exceeding agency sales production goals by 156%, while also exceeding customer review goals by 149%.

Completed applications, obtained quotes, negotiated premiums and commissions, as well as prepared proposals and presentations.

Marketed/sold life, health, or financial products, concentrating on personal and commercial lines such as auto, homeowners, motorcycle, or marine insurance, resulting in being the Sales production leader for P&C, Life, Health, Commercial, and Financial products.

Performed periodic service calls on all accounts and provided customer service and claims assistance as requested, while also developing, delivering, and selling renewal proposals.

Facilitated joint sales calls and the sharing of lead information among departmental members, as well as attended and actively participated in regular sales meetings.

Reviewed coverage, identifying deficiencies and determining the appropriate level of coverage, while also reviewing accounting history, responding to accounting inquiries, correcting discrepancies, and contacting clients on receivable collections.

Developed and maintained strong company relationships through positive professional contacts with company representatives, as well as served as a technical expert, assisting department members to resolve complex issues.

Previous Work History

Real Estate Agent – Home Shop Realty, Columbia, SC- 2006 to 2008

Loan Officer - Capital Trust Mortgage, Columbia, SC - 2002 to 2006

Vice President & Partner of Telecommunications for Sales Operations – Carolina Communications, Columbia, SC – 1997 to 2002

Marketing & Field Underwriter Representative - Strickland Insurance Group, Columbia, SC – 1994 to 1997

Litigation Adjuster - American Centennial Insurance Company, Columbia, SC – 1993 to 1994

Senior Claims Adjuster - Nationwide Insurance Company, Columbia, SC – 1989 to 1993

Additional Positions

First Call Settlement Speaker: Researched and Spoke on First Settlements Diplomat: Chamber of Commerce

Member: South Carolina Professionals of South Carolina Volunteer: Habitat for Humanity

Education & Professional Training

University of South Carolina, Columbia, SC

Bachelor of Arts in Psychology/Business Cognate

Specialized Training Telecommunications Training - Real Estate & Mortgage Training

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