I am a former business owner and sales manager with an extensive background in insurance, sales, and account management.
I grew my property & casualty agency from $0 in premium to $1.2 million in five years using customer-centric marketing initiatives.
I am genuinely interested in people and value the relationships formed when providing exceptional service. I believe that discretion, at all times, is critical in a professional work environment.
Integrity and respect for others are my guiding principles.
I grew my property & casualty agency from $0 in premium to $1.2 million in five years using customer-centric marketing initiatives.
I am genuinely interested in people and value the relationships formed when providing exceptional service. I believe that discretion, at all times, is critical in a professional work environment.
Integrity and respect for others are my guiding principles.
FCMA / Assistant Center Manager
Fifth Third Bank
Since April 2018
Full-time
Greenwood
- Sales & Service, Lending, Small Business, and Operations Management
- Training and Development of Employees
Company website
Client Success Manager
Angie's List/HomeAdvisor
May 2016
to January 2018
Full-time
Indianapolis
United States - Indiana
- Sold advertising solutions and eCommerce to contractors and business owners.
- Consistent top 20% performer
- Ranked 4th out of 76 CSMs during my last month with Angie's List and 14th out of 76 for 2017.
- Trained and mentored new employees assigned to the team.
- Received two mental attitude awards during my tenure with Angie's List
Territory Field Manager
Pekin Insurance
December 2015
to April 2016
Full-time
Pekin
United States - Indiana
- Managed performance of 63 independent agents and 72 storefronts in southern Indiana
- Guided digital marketing for all agencies
- Drove agent production and sales metric improvement
- Evaluated and corrected agent performance to achieve positive outcomes
- Conducted on-site inspections and assisted commercial and personal lines underwriters with eligibility and risk management.
- Facilitated territory meetings
- Held sales and product trainings for the agents and employees in my territory
Company Description
Offers a wide variety of property and casuatly products throughout the United States.
Agency Owner
Schoolhouse Insurance & Financial Services, LLC
November 2010
to November 2015
Full-time
Indianapolis
United States - Indiana
- Managed and grew a profitable independent agency from $0 to $1.2 million in premium
- Commercial and personal lines sales and service. Specialized in contractors, small to medium size businesses, workers comp, and surety bonds.
- 2014 & 2015 Founders Award winner, awarded to agencies for quality growth and exceptional underwriting practices
- Preparation/issuance of certificate of insurance /bonds
- Initial claims handling
- Staff recruiting, training and development
- Frontline underwriting, re-underwriting, and annual customer reviews
- Marketing, networking, administration
District Sales Manager
Erie Insurance
August 2004
to October 2010
Evansville
United States - Indiana
- Recruited, trained, and provided marketing and sales support to independent Erie agents
- Promoted profitability, quality growth, and continual agent development
- Conducted commercial and residential inspections
- Established trust and maintained positive company-agent relations
- Met or exceeded recruiting goals each year.
- Facilitated five book rolls
- Initiated perpetuation plans for all agents which resulted in two agency sales
- Sales manager to the largest Erie agency in the state of Indiana. Conducted employee training, facilitating a book roll, and led monthly meetings with VP and agency managers
