Business Development Team Member
Resume:
ALICIA FRANKLIN
******@*****.*** Oakland, CA 925-***-****
linkedin.com/in/aliciafranklinjsp/
Operations Management and Business Development Professional EXECUTIVE PROFILE
Articulating best-in-class organizational leadership, a motivated Operations Management and Business Development professional with a history of designing and executing growth and revenue-building performance management strategies across the banking and insurance industries. Adept at meaningful market expansion planning while driving teams to success. An ability to promote scalable growth through team development, customer engagement and focused leadership. Impeccable communication skills underline an ability to effect stakeholder collaboration and account management. Reliable, resourceful and resilient team member. KEY SKILLS
Sales and Business Development Insurance Sales Strategy Design Market Expansion Performance Management Regulatory Compliance Stakeholder Relationship Management Mortgages Banking Report Preparation Operations Planning Business Start-Ups Account Management Client Requirements Analysis Market Research Vendor Liaison Business Analysis Project Management PROFESSIONAL EXPERIENCE
FRANKLIN FUNCTIONS INSURANCE
Oakland, CA Licensed Insurance Agent 12/2009 – Present Providing a high-touch model of client engagement to drive performance and sales levels, producing over $750K in annual billed premiums, I successfully:
• Develop and execute end-to-end sales strategies to drive new client acquisition; overseeing sales funnel development; proposal and pitch development to contract signing.
• Align clients’ requirements to a range of insurance products and services while ensuring compliance with all corporate standards and regulatory guidelines.
• Create personal sales targets and KPIs; regularly exceeding goals month on month.
• Deliver advisory to clients on current ACA and Medicare plans.
• Deploy a consultative sales approach to match insurance products to clients’ requirements.
• Drive new account sign-ups while reviewing applications for accuracy and completeness.
• Educate clients on insurance coverage offerings and cross- and upsell additional products. AGIS NETWORK
Remote Call Center Team Member 09/2023 – 11/2023 A division of Brown & Brown Insurance and a leading employee and long-term care benefits enrollment firm where, in a term contract role, I:
• Responded to a high-volume of incoming calls, providing members with information on the company’s life policy products.
• Addressed and successfully resolved customer service and account issues, deploying emphatic conflict resolution and active listening skill sets.
• Assisted with onboarding new clients, navigating self-serve functions and understanding the company’s programs and product inclusions.
• Partnered with internal stakeholders to uncover actionable opportunities for service improvement. Alicia Franklin Résumé 2 of 2
WHOLE DOG BARKERY AND PAW SPA
Brentwood, CA Founder 09/2004 – 09/2009
With a complementary range of grooming services and training programs, a developer and manufacturer of organic pet treats. Successfully securing over $250k in angel investor funding, I achieved success through:
• Overseeing all product development and marketing efforts, focusing on demand generation and brand awareness.
• Directing team talent acquisition and onboarding activities, providing coaching on consultative selling, retail partner account management and client engagement.
• Developing an awareness of the competitive landscape to position the brand’s products and pricing strategies.
• Maintaining full P&L accountability while working with the accounting team to manage financial and accounts payable and receivable operations.
• Building a broad network of wholesale channel partners and structuring a vendor-managed inventory program. BANK OF THE WEST
Walnut Creek VP, Mortgage Administration Manager 09/2003 – 09/2004 Part of the Bank of Montreal family of financial institutions, a leading retail bank with over 600 branches across the Midwest and Western United States. Key accountabilities revolved around:
• Establishing and leading a task force to address underperforming assets and strategize areas of profitability growth.
• Liaising with internal teams to conceptualize and launch new banking products and services.
• Exercising over $1 million in credit exception authority.
• Conducting detailed underwriting reviews to calculate income-to-debt ratios and assess property appraisals to verify adherence to the bank’s risk posture guidelines.
• Guiding internal digital transformations, working with select vendors to implement data integration initiatives. Prior Professional Experience
• Franklin Consulting Principal Brentwood, CA 1999 – 2003
• Headlands Mortgage Company Senior Vice President, Secondary Marketing 1992 – 1996 EDUCATION AND CERTIFICATIONS
Bachelor of Arts (major in Political Science, minor in Economics) Vassar College Poughkeepsie, NY
• Foundations of Project Management Google
• Resident Insurance Producer, Accident, Health & Life and Property & Casualty State of California License: 0G87242
TECHNICAL SKILL SETS
MS Office Suite Windows Zoom Outlook Internal CRM Platforms COMMUNITY PARTICIPATION
Subscribing to the belief that healthy and dynamic societies are created in part through the collective efforts of their members contributing time and resources to the common good, I am and have been involved in various community development and special interest initiatives, including serving as a Medi-Cal (Medicaid) Outreach Counselor.
References Will Be Provided Upon Request
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