Post Job Free

Resume

Sign in

Insurance sales, Management

Location:
Mentor, OH
Salary:
60000
Posted:
July 18, 2023

Contact this candidate

Resume:

Roger H. Batt

***** **** ***** *********

Willoughby, OH 44094

216-***-****

adydcx@r.postjobfree.com

SKILLS AND CERTIFICATIONS:

** ***** *********** ********** **** military and civilian

25+ years inside and outside sales experience

Very tech savvy with over 30 years of experience with computers

Software proficient in most Microsoft applications

Excellent organizational and analytical/problem solving abilities.

Outstanding communication abilities both oral and written.

Property and Casualty Insurance License

Life Insurance, Health Insurance and Variable Annuities Licenses

EDUCATION:

Summerset University B.S. Business Management 9/85-06/89

OHARNG Personal Leadership and Development School

OHARNG Communication School

OHARNG Administration School

U.S. Coast Guard Communication School

EXPERIENCE AND ACCOMPLISHMENTS:

VALUED MERCHANT SERVICES, Ammon, Idaho 4/23-Present

Regional Account Manager

Responsible for generating new business by prospecting local businesses, inquiring about their merchant services and recommending viable solutions to save them money and grow their business.

Prospect for new customers through cold-calling 10+ businesses and making 20+ phone calls per day.

Identify customer's needs and make recommendations of appropriate equipment and payment options based on the volume projections and monetary amount of day-to-day operations.

cross-sell other company products as needed.

Train new customers and their staff members on payment processing methods and use of equipment.

Resolve service, pricing and technical problems for merchants by asking clear and specific questions.

REAL ESTATE CONNECT, Cleveland OH 1/21-3/23

Remote Sales Manager

Responsible for managing sales agents and maintaining sales policies and procedures for tItle and escrow services referral company catering primarily to FSBOs.

•Maintained that agents were compliant with state and company guidelines and regulations

•Ensured agents met company quotas and were in compliance with company QA standards

•Hired and trained sales agents in sales methodology and one call closing techniques

•Solicited FSBO customers, Real Estate offices, Mortgage Brokers and Lenders for business

•Wrote and developed sales scripts for cold calling

•Maintained personal book of business and met or exceeded quota every month

NATIONAL GENERAL INSURANCE, Cleveland, OH 6/12-12/20

Remote Executive Property and Casualty Insurance Agent

Responsible for sales of commercial, RV/Auto, home, flood and umbrella insurance products.

•Exceeded weekly sales quotas on a consistent basis

•Wrote and maintained a $2.5m book of business

•Achieved a cross-sell rate of over 62%

•34.8% sales rate with 92% retention

EDR MORTGAGE, Eden Prairie, MN 3/06-6/12

Virtual Branch Manager

Managed a team of home-based loan officers.

•Developed weekly training sessions via skype to keep loan officers up to date and hone their skills

•Devised and implemented marketing plan to provide sufficient and quality leads

•Assisted in development of online systems leading to a virtually paperless office

•Hired, trained and oversaw activities of 8 residential and commercial loan officers

ADVANCED MORTGAGE FINANCIAL, Twinsburg, OH 2/05-3/06

Operations Manager

Oversaw and managed day to day activities of business.

•Responsible for generating weekly pipeline reports and managing payroll

•Aided in marketing strategies, including development of telemarketing department

•Managed day to day activities of 6 loan officers and 2 processors

•Set company rules and policies to ensure company’s state and federal compliance

•Interviewed, hired and trained new loan officers

USA MORTGAGE, Cleveland, OH 11/00-2/05

Sales Manager

Managed and trained sales team.

•Supervised team of 6 loan officers

•Averaged over 1.5mm in gross sales per month of which 40-50% was self-generated

•Responsible for interviewing, hiring and training of loan officers

•Assisted with development of advertising materials which led to increased sales

•Met with builders, realtors and attorneys to solicit business

•Originated and processed both residential and commercial loans

RESASH INCORPORATED, Macedonia, OH 11/96-10/00

Senior Sales Representative/Sales Trainer

Assisted in ongoing development of training program. Trained new hires. Responsible for in-home sales of home improvement products.

•1997 Salesman of the year with annual gros sales over 1.2mm

•1998 sales of the year runner up

•Salesman of the month 6 out of 12 months in 1999

•Achieved top 4 position out of 32 reps every month, with a 35% demo to closing ratio on a consistent basis

•Completed several courses on sales methodology/psychology and closing techniques

MILITARY EXPERIENCE:

U.S. Coast Guard Radioman/Petty Officer

Ohio Army National Guard Reserves Administrative Sgt/Communication Sgt

As unit Administrative Sergeant, designed and published weekly newsletter during annual training periods, keeping unit personnel up to date on civilian/military news, local events and entertainment. This publication improved morale and aided in the coordination of activities.



Contact this candidate