Madison, Wisconsin, United States
Hard working experienced sales professional with many years experience as an insurance agency owner/producer with a demonstrated record of success. I have the proven ability to create and sustain long term customer relationships to deliver lasting results in a client facing role.
Collaborate with HR teams to make presentations and distribute informative materials about benefit options and enrollment procedures. Resolved complex benefits issues promptly, facilitating positive employee relations throughout the process. Managed open enrollment periods, ensuring timely communication of benefit updates and assisting employees with their selections.
Created new and sustaining customer relationships in a client facing role selling tailored insurance products to buinesses and individuals. Developed and implemented marketing strategies to generate new customers and increase sales and profit margins. Oversaw agency financial managemenet activites including budgeting, forecasting, expense tracking, revenue generation strategies developement.