To obtain a challenging Sales/Management/Human Resources position with a progressive company where my knowledge, training, and skills will be enhanced and fully utilized. Ideally, future career advancement opportunity will be offered.
Highly-motivated professional with over twenty-two years combined work experience as a Career Sales and Service District Manager, and Human Resources.
Extensive knowledge of management principles, organization theory, analytical and evaluation techniques to measure effectiveness, efficiency and productivity of personnel functions, and sales programs.
Proficient in overall administration, integration and enhancement of Company Programs and Policies; provided expert direction, coordination of program development, overview, and activities; prepared , conducted training/briefing/use demonstrations of program information and equipment for personnel.
Computer literate. Operates proficiently Microsoft Office, Word, Excel, PowerPoint, Internet, E-mail, and several in-house software.
Advanced communicator and cultivator of key relationships with all levels of personnel (co-workers, supervisors, superiors), customers, and competitive company management.
Innovative thinker. Encompasses big picture. Driven to impact bottom line, and attain optimum results. Ensures compliance with policies/procedures and objectives.
Excels in analysis and interpretation of data and statistics. Skilled troubleshooter. Detail-oriented. Organized. Meets deadlines timely. Works productively under stressful circumstances. Resolves problems effectively.
Successful track record established in sales management and operations effectiveness.
Ability to work independently, as well as an effective team member.
Completes required detailed reports and other job-related documentation accurately.
Knowledge of industry rules/regulations, practices and procedures relating to workplace.
Maintains positive attitude to achieve goals successfully. Strong work ethics.
Field professional with comprehensive background in client relations and territory management. Known for driving operational success and achieving high client satisfaction through effective on-site evaluations. Proven ability to work collaboratively within teams and adapt to evolving project requirements while utilizing strong analytical and communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Field Representative, Career Sales and Service,
American National Insurance Company
10.2023 - Current
Completed paperwork in full, on time and with high accuracy.
Established strong relationships with clients, fostering trust and loyalty for ongoing business growth.
Enhanced customer satisfaction by promptly addressing concerns and providing effective solutions.
Assisted in training new team members, resulting in increased productivity and overall team performance.
Optimized route planning to minimize travel time while maximizing client visits, resulting in greater efficiency and cost savings.
Travel up to 85% to service different Districts across the US.
Connects with customers to assess satisfaction and resolve service issues.
Improved territory coverage by strategically planning and efficiently executing daily tasks.
Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Submitted reports to senior management to aid in business decision-making and planning.
Sales and Service Division
United Casualty INSURANCE COMPANY of America/ Kemper
03.2021 - 09.2023
Primary responsibility of position was to conform to Company instructions, rules, and regulations as set out in the District Operations and Procedures Manual.
Promoted success and welfare of company; oversaw operations of District Office; conducted periodic inspections of Agencies under supervision; trained management staff and agents in all business matters pertaining to Company.
Successfully motivated sales efforts of those under supervision by assisting policy-owners and prospects in providing individual insurance and annuity needs through the utilization of extensive products knowledge and skills.
Maintained financial accounting records; controlled all automated field accounting equipment/ procedures for agents; closely monitored collections and deposits of company monies.
Prepared and presented regularly scheduled training sessions, and weekly Team Meetings.
Developed and recommended candidates for management positions of Sales Manager and District Manager.
Proficient as advisor to expand awareness in agency management/staff to achieve effectiveness and efficiency by coordination of efforts in long/short term program development; overviewed all program activities for consistency with policies and objective.
Manager Career Sales and Service
Western and Southern INSURANCE COMPANY
05.2018 - 05.2020
Primary responsibility of position was to conform to Company instructions, rules, and regulations as set out in the District Operations and Procedures Manual.
Promoted success and welfare of company; oversaw operations of District Office; conducted periodic inspections of Agencies under supervision; trained management staff and agents in all business matters pertaining to Company.
Successfully motivated sales efforts of those under supervision by assisting policy-owners and prospects in providing individual insurance and annuity needs through the utilization of extensive products knowledge and skills.
Maintained financial accounting records; controlled all automated field accounting equipment/ procedures for agents; closely monitored collections and deposits of company monies.
Prepared and presented regularly scheduled training sessions, and weekly Team Meetings.
Developed and recommended candidates for management positions of Sales Manager and District Manager.
Proficient as advisor to expand awareness in agency management/staff to achieve effectiveness and efficiency by coordination of efforts in long/short term program development; overviewed all program activities for consistency with policies and objective.
Broker Sales
New York Life INSURANCE COMPANY
08.2017 - 04.2018
Primary responsibility of position was to conform to Company instructions, rules, and regulations as set out in the District Operations and Procedures Manual.
Promoted success and welfare of company; oversaw operations of District Office; conducted periodic inspections of Agencies under supervision; trained management staff and agents in all business matters pertaining to Company.
Successfully motivated sales efforts of those under supervision by assisting policy-owners and prospects in providing individual insurance and annuity needs through the utilization of extensive products knowledge and skills.
Maintained financial accounting records; controlled all automated field accounting equipment/ procedures for agents; closely monitored collections and deposits of company monies.
Prepared and presented regularly scheduled training sessions, and weekly Team Meetings.
Developed and recommended candidates for management positions of Sales Manager and District Manager.
Proficient as advisor to expand awareness in agency management/staff to achieve effectiveness and efficiency by coordination of efforts in long/short term program development; overviewed all program activities for consistency with policies and objective.
Reported directly to Executive Vice President, Career Sales and Service Division.
District Manager Career Sales and Service Division/Human Resources
AMERICAN NATIONAL INSURANCE COMPANY
01.2008 - 04.2018
Primary responsibility of position was to conform to Company instructions, rules, and regulations as set out in the District Operations and Procedures Manual.
Promoted success and welfare of company; oversaw operations of District Office; conducted periodic inspections of Agencies under supervision; trained management staff and agents in all business matters pertaining to Company.
Successfully motivated sales efforts of those under supervision by assisting policy-owners and prospects in providing individual insurance and annuity needs through the utilization of extensive products knowledge and skills.
Maintained financial accounting records; controlled all automated field accounting equipment/ procedures for agents; closely monitored collections and deposits of company monies.
Prepared and presented regularly scheduled training sessions, and weekly Team Meetings.
Developed and recommended candidates for management positions of Sales Manager and District Manager.
Proficient as advisor to expand awareness in agency management/staff to achieve effectiveness and efficiency by coordination of efforts in long/short term program development; overviewed all program activities for consistency with policies and objective.
Reported directly to Executive Vice President, Career Sales and Service Division.
District Manager Career Sales and Service Division/Human Resources
Westland, Michigan Territories
12.2006 - 01.2008
Duties performed much the same as those listed above for Charlotte, North Carolina.
Performed regular duties within the assigned territory for the entire State of Michigan, and accepted any other special assignments from Company.
Carried out assigned programs and functions; developed recommendations to resolve substantive problems and issues of work operations; provided managers with objectively based information for administrative decision-making related to Company requirement functions; supplied expert direction to others to improve effectiveness within Company.
Conducted regularly established inspections, evaluations, trends of analysis data, and statistics on the quality of operations.
District Manager Career Sales and Service Division/Human Resources
Memphis Tennessee, Mississippi, and Arkansas Territories
04.2005 - 12.2006
Duties performed much the same as those listed above for Charlotte, North Carolina.
Managed daily operations of Company organization locations in assigned territory of three states.
Provided proficiency training to all assigned personnel to ensure efficiency maintained and demonstrated in sales performance; ensured all required Industry and State Licensures maintained and updated timely.
Successfully performed precise and effective management of Company resources; ensured 100% accountability of all monetary collections, and adherence to policies and procedures; led management staff and agents to achieve established Company production goals, and improve overall operations for increased Company profits.
Attended and presented all required staff meetings; prepared and submitted accurate, detailed reports to appropriate supervisor within Company.
Education
Business Management
FORT VALLEY STATE UNIVERSITY
Ft. Valley, Georgia
01.2005
Skills
Goal-oriented mindset
Customer relations
Effective negotiation
Route coordination
Lead prospecting
Networking
Marketing
Sales
Product training
Service accounts
Problem-solving
Attention to detail
Excellent communication
Active listening
Certification
Insurance License, North Carolina, South Carolina, Life and Health, Personal Lines
Timeline
Field Representative, Career Sales and Service,
American National Insurance Company
10.2023 - Current
Sales and Service Division
United Casualty INSURANCE COMPANY of America/ Kemper
03.2021 - 09.2023
Manager Career Sales and Service
Western and Southern INSURANCE COMPANY
05.2018 - 05.2020
Broker Sales
New York Life INSURANCE COMPANY
08.2017 - 04.2018
District Manager Career Sales and Service Division/Human Resources
AMERICAN NATIONAL INSURANCE COMPANY
01.2008 - 04.2018
District Manager Career Sales and Service Division/Human Resources
Westland, Michigan Territories
12.2006 - 01.2008
District Manager Career Sales and Service Division/Human Resources
Memphis Tennessee, Mississippi, and Arkansas Territories