Houston, Texas, United States
• Ran predictive analysis of monthly insurance sales based on both current and historical sales record and recommended monthly goals for each general office • Obtained the difference between expected sales and actual sales to notify and motivate general managers • Evaluated and fine-tuned marketing strategies for each general office with on-going sales performance in order to help them to achieve monthly insurance sales goals • Analyzed and programmed 5,000 agent sales data to rate and set up agents’ level
• Analyzed historical sales data with regression analysis and recommended changes. The recommended changes resulted in a 16% sales improvement • Tracked and reported sales activities on a daily basis and preprocessed the raw data for further analysis • Coordinated morning meetings and summarized meeting contents and takeaways for management
• Evaluated performance for General Agency Offices by organizing company staff datasets and analyzing metrics such as labor attrition rate and premium and collaborated with managers to set monthly goals • Created and managed a database of company related news through web search and newspapers • Developed strategic marketing plan for VIP customers and participated in a special gift campaign targeting 300,000 plus VIP clients