Office Manager Sales Operations

PROFESSIONAL SUMMARY

Dynamic sales leader with over 20 years of experience in the insurance industry, specializing in team leadership, territory growth, and client relationship management. Proven ability to recruit, train, and motivate high-performing sales teams, consistently surpassing revenue goals while maintaining strong customer retention. Adept at strategic planning, performance management, and market expansion, with a track record of driving profitability and operational excellence.

WORK EXPERIENCE

Acceptance Insurance Memphis, TN

Office Manager/Sales Team Leader 2020 – 2024

Directed sales operations, leading a team that consistently exceeded monthly revenue targets.

Designed and executed local marketing and outreach strategies, boosting policy sales and retention.

Recruited, trained, and coached sales representatives, resulting in improved performance and reduced turnover.

Delivered performance reviews and actionable coaching, increasing individual sales productivity.

Handled escalated customer issues, ensuring long-term satisfaction and repeat business.

State Farm Agency Memphis, TN

Office Manager/Client Services Leader 2018 – 2019

Collaborated with agency leadership to grow client portfolios through policy reviews and cross-selling opportunities.

Strengthened customer loyalty by delivering tailored coverage solutions and consistent follow-up.

Supported sales staff with pipeline management and client engagement strategies.

Direct Auto & Life Insurance Memphis, TN

Office Manager/ Sales Operations Manager 2003 – 2017

Oversaw daily office and sales operations, including budgeting, staff scheduling, and cash flow.

Trained and mentored new agents, fostering a high-performance, client-focused culture.

Developed and implemented grassroots marketing campaigns to expand local market share.

Conducted market analysis to ensure competitive pricing and offerings.

Monitored team performance and aligned individual goals with company revenue targets.

EDUCATION

Southwest Tennessee Community College Memphis, TN

Associate of Business Management

KEY QUALIFICATIONS

Sales Team Leadership & Coaching

Territory Growth & Market Expansion

Insurance Sales & Client Retention

Recruitment, Training & Development

Strategic Sales Planning

Performance Management & Evaluation

Customer Relationship Management

Conflict Resolution

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