Greater Orlando
Reliable, solution-oriented professional with an MBA and 15+ years of success in optimizing day-to-day operations. Adept in providing strategic leadership to a diverse range of staff and teams while driving efforts to optimize performance, quality, and efficiency. Committed to building trust and working relationships among all organizational levels.
Develop and manage front-line sales agents through strategic mentoring to guide them toward achieving sales target and goals. Collaborate with cross-functional teams to drive product development and enhancements. Also assist in recruiting, onboarding, and training of new sales agents.
In my role as the Personal Lines Manager at SimplyIOA, I led a dynamic team in Lake Mary, Florida, to optimize sales operations and enhance staff performance. I developed data-driven strategies to meet sales goals, tracked performance metrics, and ensured adherence to quality standards. • Task delegation and workflow management • Staff performance enhancement and training • Adherence to policies and procedures
• Managing specialized sales teams with advanced quoting systems. • Oversaw the virtual hiring and employee allocation to various teams throughout the department. • Accountable for coaching and feedback, conducting performance appraisals, and managing performance as needed. • Responsible for user quoting software compliance and required quality assurance. • Managed hybrid and entirely virtual departments. • Successfully mentored emerging leaders from various departments to further develop their leadership skills and attain desired roles
• Manage Inbound Sales Queue with ~18 direct reports selling P&C business across 46 states. • Coordinated virtual workspaces across multiply states, leading to business expansion in designated territories. • Designed training curriculum, materials, and standard operating procedures that align performance- related goals to assist in onboarding new hires.
• Responsible for staff adherence to standard operating procedures, departmental goals, and team objectives. • Facilitated training curriculum and work instructions in alignment with organizational needs. • Supported the onboarding process for new sales reps and transitional sales support staff
• Sold P & C products to prospects by creating value in our product and providing practical solutions to reduce insurance costs while maintaining quality coverage. • Excellent organizational and time-management skills when assisting clients and assembling prospect contact schedules.