Business Development Sales Consultant

JOELLEN DONNER

*******.*@*****.*** • 732-***-****

*** **** ******, *******, ** 07718 • • • • • • 1855 Bough Ave, Clearwater, FL 33760 INSURANCE Sales Consultant

~ A Practical Thinker who Pioneers New Business Development Programs that Increase Conversions while Enhancing Revenue, Growth and Profitability ~

Personable, Analytical, and Rain Maker offering broad-based experience providing excellence in customer relationship management. 17 years of expertise in marketing products and services to key decision makers. Superior project management, implementation, follow-up, negotiation, and consensus-building skills. Able to keep a diverse group of strong sales leaders on track. Extremely focused on creating processes that deliver an above-average ROI. Proven ability to investigate and resolve customer issues regarding gaps in coverage and recommendations for custom plans. Available to work from home base offices in New York, NJ and Tampa, FL as well as to travel regularly to visit prospects and clients. CORE COMPETENCIES

Sales and Marketing

New Client Development

Presentation Expertise

Sales hunter Consultative Sales Process Persistent follow-up skills Customer needs assessment Competitive Product Positioning Key speaker Assured Partners Jamison, Cranford, NJ November 2022 – Present Sales Executive

Implements effective prospecting strategies, executes business development initiatives, and fosters networks through cold calling and in- person meetings at law firm locations nationwide. Delivers presentations both in person and via Microsoft Teams, showcasing the company’s services. Orchestrates introductory meetings and presents comprehensive insurance solutions tailored for law firms, covering Professional Liability, Cybersecurity, Employment Practice Liability, Management Liability, and Commercial Property & Casualty insurance. Collaborates closely with the Marketing Director in conducting insurance policy reviews during renewal periods.

• Exceeded goals for scheduling prospect meetings.

• Represented the company at prominent legal conferences including the Association of Legal Administrators, American Association of Justice, and Association of Intellectual Property, conducting public speaking engagements

• Key speaker at the American Association of Justice Conference- delivered the opening statement at the Leadership Luncheon.

• Established and nurtured relationships with executive directors, COOs, CFOs, and HR directors of mid to large-sized law firms across the nation

• Led the planning and execution of targeted webinars aimed at members of the Association of Legal Administrators

• Leveraged proficiency with Salesforce, LinkedIn Navigator, ZoomInfo, and Miedge to drive effective prospecting and sales operations

Gallagher, Whippany, NJ January 2019 – November 2022 Sales Consultant

Identified and opened new client opportunities with mid-large accounts to provide solutions with Gallagher Human Capital management by applying appropriate solutions discovered during first meetings and during our discovery phase. Played a vital role in selling Gallagher consultative practice services such as Technology, HR advocacy, Communications, Compliance, Pharmacy auditing, Captive insurance solutions, Benchmarking, Risk management, Property & Casualty resources.

• Won second place in Gallagher's National Sales Competition out of 100 competitors

• Participated as an active member of a specific niche organization and attended conferences Member of the American Bar Association's CoLap (Conference on Lawyer Wellbeing) and the New Jersey Association of Legal Administrators

• Showcased strong relationship building skills by developing and maintaining liaisons in law firm niche, transportation, and non-profits, as well as banking and financial services Marsh & McLennan Companies, Somerset, NJ March 2017–January 2019 Business Development

Marsh & McLennan Consultative sales process was provided for all meetings scheduled for employee benefit and Property & Casualty sales producers. My process included networking, cold calling with C suite employees, and HR Directors. Meetings were set up with multiple niche markets with thorough vetting and research. Followed up with prospect and sent out pertinent calendar invites and followed the meeting. Went on appointments with producers and followed to second meeting. Set up the initial research meetings and assigned the right producer with my sales manager. JOELLEN DONNER – PAG E 2

122 10th Street, Belford, NJ 07718 / 1855 Bough Ave, Clearwater, FL 33760 • *******.*@*****.*** • 732-***-**** Marsh & McLennan Companies, Somerset, NJ (continued)

• Focus was on the Marsh & McLennan consultative sales model for all scheduled prospective clients

• Attended multiple sales training events including Impacts & Voices

• Met with internal producers & risk managers to develop discovery presentations for each scheduled meeting GFI Associates, New York, NY February 2016–September 2016 Insurance Producer

Prospected new clients to help agency develop growth in the large group market. Educated CFO’s and HR Directors on the benefits of our services and human capital management systems. Corporate Benefits Solutions, Caldwell, New Jersey May 2015–February 2016 Insurance Producer/Account Management

Managed group employee benefits renewals, enrollments and terminations. Cross sold to new verticals and increased revenue by 15% with new business. Negotiated renewal process with all major carriers. Managed all compliance forms and notices to current employees and new hires. Opened enrollment meetings provided at renewal time. Northeast Planning Guardian Financial Planning July 2011 – November 2014 Insurance Producer/Financial planning/Executive Benefits Responsible for the development of new clients for financial services division of individual markets. Was top New Agent sales producer nationally for disability insurance. Managed the Guardian web based financial planning dashboard “The Living Balance Sheet” and educated clients on how to save for retirement.

• Educated Clients on Multi-Life disability, Life Insurance Kistler Tiffany Benefits, King of Prussia, PA May 2008–December 2011 Insurance Producer/Account Management

Coordinated client relationships and provided customer service levels that exceeded expectations. Responsible for client renewal process and new plan designs. Worked with Kistler Tiffany partnerships to present at new first meetings and close business.

• Managed Open Enrollment Meetings

• Managed CRM dashboard

COMPUTER AND PROGRAMS USED

Microsoft Office

Guardian – Living Balance Sheet

Salesforce

LinkedIn Navigator

MiEdge

EDUCATION, AFFILIATIONS & CONTINUING DEVELOPMENT COURSEWORK CISR Insurance Designation (in process)

Brookdale Community College

Associates Degree, Major: Business/Marketing

NJALA- NJ Association of Legal Administrators

ABA CoLap Committee—Joined CoLap (Coalition on Lawyer Wellbeing) Committee to help develop new “Pledge Memberships” on Lawyer Wellbeing Mission.

Licenses:

Life Insurance, Health Insurance, Property and Casualty, Long Term Care Insurance Certifications. Studied for Series 6 (open to taking exam)

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