MARGARET FORD
Brighton,TN
Summary
Experienced commercial insurance management professional with a track record of driving employee retention, territory growth, and market share. Proven success in fostering employee growth and retention, implementing effective sales strategies, building strong client relationships, and generating revenue. Committed to promoting team collaboration, training, and adaptability in the face of changing priorities. Recognized for exceptional negotiation skills, analytical thinking, and leadership qualities that consistently lead to success.
Overview
9
9
years of professional experience
Work History
Commercial Territory Manager Midwest, South, East
NavSav Holdings, LLC
06.2023 - Current
- Create an inspiring team environment with an open communication culture.
- Communicate expectations, goals, and feedback to Commercial Account Managers regularly and resolve any concerns or issues actively.
- Monitor team performance and report on metrics to Executive Leadership.
- Onboard and train new Commercial Account Managers on commercial policies and procedures.
- Discover training needs and provide coaching to ensure success and retention.
- Listen to team members' feedback and resolve any issues or conflicts.
- Develop strategies that team members can use to better reach their retention goals.
- Adapt to changing situations and make strategic decisions to ensure overall success and retention.
- Recognize and reward good performance, provide feedback and encourage professional development.
- Support team members' professional development by providing opportunities for training and growth.
- Ensure Commercial Account Managers comply with company policies and procedures.
- Prevent or resolve any potential E&O situations.
- Interview Commercial Account Manager candidates for open positions.
- Investigate and determine if new markets are necessary for overall success and retention.
- Inform and discuss any market, employee, or retention concerns to Executive Leadership and Agency Sales Leaders/Marketing Agency Leaders.
- Collaborate and meet with Agency Sales Leaders, Marketing Agency Leaders and Territory Sales Leaders for overall commercial success and retention.
- Meet weekly with Commercial Account Managers to discuss, review, and collaborate on retention expectations and goals.
- Coach and working with any Commercial Account Manager not meeting 85% retention expectations.
Managing Producer
Universal Group / Nav Sav Holdings, LLC
01.2021 - 04.2023
- Enhanced team productivity by implementing efficient sales management strategies.
- Collaborated with sales producers and account managers to develop customized solutions tailored to client risk exposure, resulting in increased business opportunities.
- Mentored junior producers/agents/account managers to develop their skills and advance their careers within the organization.
- Spearheaded innovative marketing campaigns to increase brand awareness and drive revenue growth.
- Conducted meetings with staff to discuss production progress and to attain production metrics.
- Established a collaborative environment that encouraged creativity and innovation among team members.
- Consistently exceeded performance targets by identifying areas for improvement within the production pipeline and implementing necessary changes swiftly.
- Ensured compliance with industry regulations and guidelines, maintaining a reputation for professionalism and integrity in all productions.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Guided agents through life, health, property and casualty insurance licensing and renewal processes.
- Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
- Streamlined operational processes to increase efficiency, reduce costs, and improve overall productivity.
- Cultivated mutually beneficial client relationships through telephone calls and meetings.
- Utilized CRM software to track leads, manage client information, and optimize the sales process efficiently.
- Led a successful sales team by providing ongoing training, support, and performance evaluations.
Insurance Agent / Producer
Burns Insurance Agency
09.2018 - 01.2021
- Insurance Agent/Producer in all personal lines, life, commercial, farm/ag/ranch
- Responsible for maintaining each account, writing and soliciting new business
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained high standards of customer service by building relationships with clients.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Contract Employee
Working Solutions, Inc
08.2016 - 09.2018
- Company Overview: Contract customer service for several different national accounts contracted by Working Solutions out of Dallas, TX
- Contract customer service for several different national accounts contracted by Working Solutions out of Dallas, TX
Education
Bachelor of Arts - Criminal Justice & Religious Studies
Liberty University
Lynchburg, VASkills
- Networking Proficiency
- Demonstrated Sales Expertise
- Business Management Experience
- Skilled in Computer Applications
- Proficient in Diverse Insurance Lines
- Leadership Excellence
- Epic Management, Training & Implementation Skills
- Advanced Microsoft Office Skills
- Licensed insurance agent TN, WY, MT, CO, NE, GA, SC
Training
- NATIONAL FLOOD INSURANCE TRAINING, 4 HR
- ERRORS AND OMISSIONS TRAINING, 1 HR
- CONSTRUCTION CONTRACTS, 2 HR
- WORKERS COMP, 2 HR
- PROPERTY, 2 HR
- MANUFACTURERS, 2 HR
- ETHICS, 2 HOURS
Activities
My family and I are active in our local church, our local CVMA Chapter (Combat Veteran's Motorcycle Association) in which we raise money for Toys for Tots, scholarship money for students of Veterans nationwide, we also plan and provide meals for our local Veterans who are living in our VA Home in Buffalo, WY during Holidays. We also enjoy hiking, fishing, boating and all things outdoors that we can do as a family.
Timeline
Commercial Territory Manager Midwest, South, East
NavSav Holdings, LLC
06.2023 - Current
Managing Producer
Universal Group / Nav Sav Holdings, LLC
01.2021 - 04.2023
Insurance Agent / Producer
Burns Insurance Agency
09.2018 - 01.2021
Contract Employee
Working Solutions, Inc
08.2016 - 09.2018
Bachelor of Arts - Criminal Justice & Religious Studies
Liberty University
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