Business Coordinator Insurance Sales

Stephen Michael Smith

Ventura, CA

Cell: 805-***-****

**************@*****.***

OBJECTIVE:

Seeking a more rewarding sales career path where I will have significantly greater involvement with future clients, from the start of the CRM process to fruition, including the servicing and further developing of said relationships leading to obtaining new referral opportunities. I’m an innovative, highly motivated and goal driven individual with 21 years’ experience as an insurance sales/marketing professional that was employed by one of the top 75 insurance brokerages in the nation. I am a fast learner, but also a dreamer that enjoys fresh challenges.

EDUCATION:

Buena HS, Ventura, CA

CSUN, Northridge, CA

Degree: B.S.

Major: Business Administration, Organizational Systems Management

Minor: Public Relations

3.25 GPA in Core Studies:

Business Administration

Organizational and Operations Management

Marketing

Statistics

Economics

Finance

Management Information Systems

Accounting

WORK EXPERIENCE:

Tolman & Wiker Insurance Services, LLC in Ventura, CA—February 1998 – February 2019

New Business Coordinator

Strategized with partners and sales/marketing depts in targeting specific sales campaigns

Researched/created prospect lists with the aid of Dunn & Bradstreet and other resources

Scheduled 10 to 15 more prospect appointments a month above partner expectations of 20

Assigned above meetings to partners and sales producers

Provided advice on tactics to sales team on essential points of interest to potential clients

Generated approximately $2.5M gross sales revenue annually, about $1M over T&W target

Awards & Acknowledgements: Earned Academic Letter and the Presidential Academic Award for Scholastic Achievement Junior year H.S. and graduated with a 3.94 GPA. Contributing writer-VC Press at Ventura College, and the Daily Sundial-CSUN.

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