Regional Business Strategic Planning
Resume:
Davenia Boyd
Montgomery, AL *****
******@*****.***
Professional Summary
Accomplished leader with 10+ years of experience driving sales performance, operational efficiency, and team development in high-paced environments. Proven ability to mentor top-performing teams, optimize processes, and exceed regional business goals. Adept at strategic planning, cross-functional collaboration, and data-driven decision-making. Seeking to leverage expertise in sales leadership and operational management.
Authorized to work in the US for any employer
Work Experience
Licensed Associate Agent
COUNTRY Financial-Montgomery, AL
December 2020 to Present
• Built and maintained strong client relationships, delivering tailored insurance and financial solutions aligned with individual needs and long-term goals.
• Educated clients on a range of COUNTRY Financial products, including auto, home, life, and business insurance, driving increased policyholder engagement and retention.
• Utilized CRM tools and lead management systems to track pipeline activity, follow up efficiently, and maintain detailed client records.
• Supported claims analysis by reviewing coverage details, identifying policy applicability, and liaising between clients and claims departments—bridging service and technical review to ensure timely, accurate outcomes.
• Participated in community events and networking opportunities to represent COUNTRY Financial and expand brand visibility within local markets.
• Maintained up-to-date knowledge of industry trends, underwriting guidelines, and compliance standards to provide accurate and ethical advice.
Managing Agent
Southern Harvest Insurance Agency-Montgomery, AL
April 2017 to December 2020
• Revenue Growth: Generated $850K+ in annual premiums by cultivating client relationships and cross- selling.
• Compliance & Training: Led quarterly workshops on regulatory updates, ensuring 100% team compliance.
• Assisted in initial claims intake and analysis by reviewing client-reported incidents, gathering documentation, and coordinating with adjusters—enhancing customer trust and expediting the resolution process.
Assistant Manager
Russell Petroleum-Montgomery, AL
May 2010 to August 2016
• Operational Leadership: Managed daily operations for a high-volume store, reducing inventory waste by 18%.
• Team Development: Trained 20+ employees, resulting in a 30% reduction in onboarding time.
• Acting Manager: Oversaw all operations during manager absences, maintaining 95% customer satisfaction.
Education
Advanced Diploma in Sterile Processing
Herzing University Remote
December 2023 to December 2023
Skills
• Insurance sales
• Sales
Certifications and Licenses
CNA
February 2006 to Present
Driver's License
Property & Casualty License
Certified Notary Public
Life Insurance License
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