Elles Insurance Agency, Inc.Principal Agent / Manager
Jan. 20015165 Kalamazoo Ave SE, Kentwood, MI 49508♦ Prioritized and tracked client meetings. Conducted needs-based analyses to determine unique requirements, developing personalized solutions to solidify sales and maintain satisfaction. ♦ Coached, trained and mentored 14 direct reports. Coordinated all payroll and human resources operations, developing standardized internal processes to ensure cohesion and maintain compliance. Taught field agent representatives in particular customer service methodologies and industry-specific best practices to promote buy-in and engagement among prospective clients. Analyzed long-term goals and performance objectives, providing continuous feedback to optimize client relations. ♦ Oversaw direct mail, cold-calling and other marketing initiatives. Developed referral-based programs to incentivize sales among previous clients. Collaborated with external marketing partners to manage SEO and overall media presence. Maintained comprehensive compliance with State Farm policies for social media management, ensuring cohesion and alignment with corporate business objectives. ♦ Proactively engaged with client base, clearly communicating values and benefits of services provided. Successfully exceeded auto policy assignments by 71%, fire policy by 58%, life policy by more than 140% and household growth by 68%. Expanded automobile policy premiums by $1MM through relationship development and individualized resolution of client needs. ♦ Received several distinctions from State Farm for achieving profitability benchmarks and other key metrics. Achieved five Legion of Honor qualifications and maintained select agent status for ten consecutive years in recognition of office management practices and compliance.