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Valerie V

Insurance Sales Agent - 15 Years of Experience - Near 02910

Occupation:

Insurance Sales Manager

Location:

Cranston, RI

Education Level:

Associate

Will Relocate:

YES

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SKILL SUMMARY Experienced in successful sales & service leadership. Accomplished in using skills to manage, train, and motivate sales and service efforts. Excellent interpersonal skills and ability to build and sustain effective account and vendor relationships. Possess strong functional knowledge of product & current technology. Additional areas of expertise include: Function/Technical Skills ( Budgeting and Planning Technical Learning ( Creativity Enrollment Technology ( Strategic Agility Business Development ( Organizational/Planning Problem Solving ( Process Management Action Oriented ( Perseverance Result Driven ( Interpersonal Savvy Peer Relationships ( Motivating others Account Acquisition ( Account Relationship Management Business Development Sales Account Manager Ameritas Eastern Region Territory May 2015 - Present Territory Manager specializing in the promotion, sales, & servicing of Dental and Eye Care insurance. Responsible for the needs of the employer, broker and insured's related to the product offerings Maintains a high level of service to existing clients and contribute to increased sales in marketplace Promotes client development through marketing and sales initiatives and company methods Sales Presentations and enrollment meetings for both new and existing business Monitors group business persistency, and responsible for expenditure of company funds Decision making authority Maintain a high level of competitive intelligence and knowledge of contractual differences Maintained a strong aptitude and comprehension of group insurance concepts, & underwriting philosophies. Enrollment Manager/Sales Consultant Providium, Gallagher Benefits Rochester, NY July 2007 - May 2015 * Employee benefits consultant, specializing in voluntary benefit programs Core enrollment benefits communication Assisted coordination of voluntary enrollments using enrollment firms on behalf of client Worked with Enrollment firms to develop relationships with Insurance Carriers * Coordinated Benefit statements, and Dependent audits on behalf of clients * Product development for some of the top voluntary companies * Increased clientele in voluntary division by 30% within first year * Broker Marketing Consultant Colonial Life/NY Upstate/Central New York Territory October 2004 - July 2007 * Assisted in start-up region in Upstate/Central New York * Targeted accounts/brokers within prescribed territories Presented and opened new accounts Enrolled Voluntary insurance products Created growth in existing accounts * Hired & trained new associates, managers, and brokers and established performance goals * Met and exceeded all recruiting goals for 2005 & 2006 * Met and exceeded all sales production goals for 2005 & 2006 * District General Agent of the year for Upstate NY Region 2007

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