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Yyyyyy x. yyyyyy



9221 Stony Crest Cir. #324 | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx |


Profile of Qualifications


Sales Operations | Marketing | Managed Care Markets | Business Development | Teamwork & Collaboration

Organization Building | Business Partner Relations | Market Solutions | Solution Selling | Employee Benefits Management

Change Agent | Goal Achievement | Motixxxxxxtion | Inspirational Leadership | Ownership & Accountability | Communication

End-User Support | Strategic Planning | Critical Thinking | Communication | Stakeholder Engagement | Organization

Time Management | Prioritization | Process Improvement | MS Office Suite | Windows OS Proficiency


High-performing, results-focused professional with a track record of success. Respected leader committed to team achievement, talent recruitment and development in conjunction with strategic partners to achieve organizational objectives. Able to market strategic solutions to improve Human Resources management, planning and distribution using strategic partnerships that benefit end-users. Skilled in mobilizing the sales force to execute technology and processes to bolster team efficacy. Adept in strategically noting long-term and evolving business environments to develop, manage and assess the current business strategy. Leader of growth in multiple divisions including new sales and client retention. Demonstrated ability to market strategic solutions to business owners at the financial and HR management levels. Consistent mentor for team members, developer of customer relationships, leader of strategic sales teams and manager of the sales process. Aiming to continue helping business owners navigate obstacles specific to healthcare and employee benefit challenges in a challenging new role.


Professional Synopsis



CMO/Lead Position - Employee Benefits, Individual Insurance Brokerage and P & C Divisions

  Delivered supportive advisement to employees on behalf of benefit and Human Resource administrators; used partner vendors to collaboratively develop creative solutions

  Initiated rebranding using firm-wide marketing including logo, tagline, website and communication content changes

  Managed the launch and development of early-stage commercial insurance solutions for businesses and individuals

  Led an eight-member team focused on sales and client retention for individual and employer clientele

  Leveraged cross-sales approaches within a culture of 50 Financial Advisors along with outside centers of influence; focused on coaching and process improvement to enhance sales and operations within the organization

  Founded and sustained trusting relationships with prospects and clients by fully understanding their respective business needs and pairing them with solutions in accordance with client specifications

  Oversaw new sales production for an outside brokerage of over 125 Insurance Producers

  Spearheaded worksite marketing efforts; selected partner insurers, executed open enrollment communication and conducted hundreds of education and open enrollment meetings with employer clients

  Developed and set forth the Benefit Resource Group, Inc. as part of an offering to business owners at XXXXXXM, Inc. in 1996; included co-founding best practices and serving as a board member of existing and merged entities

    • Established strong strategic partnerships with top insurers and third-party administrators
    • Built on existing and new strategic relations within HR, accounting and legal advising communities
    • Worked as a member of xxxxxxrious broker councils at Anthem, United Healthcare and Coventry Health Plans
    • Founded and sustained mentorships within the producing unit
    • Grew new producing units to garner consistent business sales and retention resulting in projected $1.3M in overall recurring revenue through 2016
    • Retained nearly 93% of employer business annually

  Set into motion the early stages of the P & C Production Unit

  Served as a Board Member from 2001 until mid-2016

  Provided oversight for firm-wide operations from 2006-2014; had been consistently promoted into strategic roles with greater responsibility during tenure in role

  Co-led a rebranding campaign for XXXXXXM, LLC in 2004-2006; chose consultant and strategic team members, as well as co-led development of a newer logo, tag line, website and communication content

  Collaborated with Securian Financial Services; led initiatives to advise and support Independent Financial Planners operating in the business owner marketplace and as individuals

Yyyyyy x. yyyyyy





CMO/Lead Position - Employee Benefits, Individual Insurance Brokerage and P & C Divisions, Continued

  Launched, developed and combined Benefit Resource Group, Inc. as part of strategic offerings to existing and new business owner and individual relationships using xxxxxxrious centers of influence.

    • Chose and xxxxxxlidated solution-driven partnerships and vendor relations
    • Established worksite solution marketing for existing and prospective business owner clients
    • Regionally influenced marketplace solutions by engaging in primary vendor councils or boards

  Liaised with Select Brokers, LLC; provided oversight across open opportunities with external brokerage vendors and producers



District Manager, Distribution Network Establishment

  Drove assigned district sales strategies e.g. recruiting, training and coaching top-tier Producers using team-selling solutions designed to increase the level of individual and employer-based accomplishments

  Executed district-wide sales measures such as recruiting, appointing, training, and coaching high-ranking Producers using team-selling solutions crafted to boost individual and employer sales

  Established brokerage presences within over 100 producing units

  Saw the overall brokerage presence of over 100 potential producers that had been recruited

  Achieved sales of over $2.25M annually from 1990-1995


Also served as a Service Consultant and Sales Consultant with Blue Cross, Blue Shield of XXXXXX

Education & Credentials


Certification, Healthcare Reform Specialist, 2015

Certification, Long-Term Care Specialist, 2011

Bachelor of Science, Marketing, Longwood University

Bachelor of Science, Management, Longwood University


Community Service

Board Member, Centers for Business and Economics at Longwood University

Executive Director, SNVC Leadership Xxxxxxlues at Longwood University

Executive Director, Leadership Training at Longwood University

Board Member, Parkway Baptist Church, XXXXXXM, LLC

Coach, Youth Baseball, Soccer and Flag Football

Served on teams to feed the homeless locally

Worked with teams of teens traveling to challenging areas to serve communities

Attended trip(s) abroad in support of those that serve the area(s) full-time








Yyyyyy x. yyyyyy



9221 Stony Crest Cir. #324 | Xxxxxx, XXXXXX xxxxxx xxx-xxx-xxxx |



March 16, 2018


Hiring Agent Name


Company Name


City/State/Zip Code



Dear [Hiring Agent Name],


I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In adxxxxxxnce, thank you for your time and consideration. As demonstrated in the accompanying resume, my professional qualifications include the following accomplishments:


  I bring to any business and service leadership delivery role years of proven success in xxxxxxrious managerial capacities. My experiences thus far have sharpened and refined my interpersonal communication and relationship building skills, as well as my ability to connect positively with clients and stakeholders at all levels.


  As a professional, I am able to thrive under pressure in fast-paced, demanding work environments. I excel as both an independent contributor and contributory team member to actively contribute to operations. In any role I take on as I grow and mature professionally, I aim to achieve the utmost in both customer and organizational satisfaction.


  Over the course of my career, I have grown and expanded my levels of expertise in Project Management, Solution Selling, Process Improvement and Strategic Planning, as well as additional practical areas.


  Independent of my practical background, I ve also earned two Bachelor s Degrees from Longwood University, one in Marketing and another in Management. I secured certification as a Healthcare Reform Specialist, 2015 and also became credentialed as a Long-Term Care Specialist in 2011.


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a xxxxxxluable asset to your organization, and look forward to interviewing with you in the near future.



Yyyyyy x. yyyyyy

Enc. Resume

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