6 months ago

Jen Tadin 30 60 90 Arthur J Candidate Packet

Arthur J Gallagher & Co Candidate Proposal Packet 2018


JOSEPH L. NORFLEET ADDRESS 4145 Dorset Drive, Cypress, CA 90630 Arthur J. Gallagher & Co. Producer Candidate PHONE 310-483-4960 E-MAIL: PROFESSIONAL LIFE Hello, Ms. Tadin! Thank you for your time this afternoon: My name is Joe Norfleet, I am a Top-Performing Insurance & Real Estate professional with award-winning excellence. I am committed to understating each of my brokers unique employer benefits needs. With this client focused approach to managing placement, I am able to proactively help clients make smart decisions with their insurance and small group plans. I have a proven track-record of completing complex, detailed projects and assignments, with excellent verifiable results. I have an Exceptional ability to coordinate and manage team participation, to identify and develop prospects, and drive sales to profit. I am reliable, detail-oriented, and exceptionally professional with a high level of confidentiality. I love being a part of the insurance industry because I enjoy working with people, and every day is a unique challenge. I want all my brokers, sub-producers, account managers, co-workers to know that I am team player, and they can fully trust me with all their insurance needs. PERSONAL LIFE In my spare time, I enjoy being a family man, playing my Fender Jazz Bass, Coaching Tee-Ball, performing as “Bembo The Clown” for the Critical Care Children at Shriners Hospitals, volunteering at the Midnight Mission, Fred Jordan Missions, Los Angeles Food Banks, participating in 5k Runs with the American Cancer Society, and mentoring & tutoring Inner-City Youth through my Fraternity’s Kappa-League-Program. EDUCATION EXPERIENCE BANKERS REALTY/KELLER WILLIAMS, SALES REP 8/2002 Proactively pursued new prospects via heavy cold calling, direct mail campaigns, door knocking, and networking events. v Showed residential and commercial properties, while demonstrating the features and benefits of available locations. v Provided white glove personal client experience and tenacious follow-up to ensure best service. M & M RESIDENTIAL CARE, ADMINISTRATOR 2/2010 Provide leadership and guidance required to effectively define, plan and implement projects. v v Maintain regulatory compliance as mandated by state licensing, regional centers, and federal compliance. Monitored the impact of State and Local initiatives on mental health disease, diabetic controls by working with healthcare professionals to define appropriate treatments. BUS DEVELOP CONSULTANT, LIBERTY MUTUAL 1/2012 Comprehensive understanding of insurance laws and regulations. v Exceed all sales and territory quotas in years 2012, 2013, 2014, 2015, and 2016, was among the top 3% nationwide in company Life and P &C sales. v Perfected a win-win system, which allowed me to achieve a 62% success rate in winning hard to get face-to-face meetings. REGIONAL SALES EXECUTIVE, BROWN & BROWN 12/2016 Recognized as top performer, exceeding all sales quotas. University of California Los Angeles BACHELOR OF ARTS, Afro-AM-Studies / Political Science, Concentration in Economics, 12/2010 PROFESSIONAL DEVELOPMENT v v Manage all regional and territory sales with a direct focus on increasing product sales on a national level. Build rapport with corporate executives, retail managers, agency owners, home office, underwriters, and service team to establish key long-term relationships, thus maximizing all product selling opportunities. o o o o CALIFORNIA DEPT. OF REAL ESTATE BROKERS LICENSE 2018 PROFESSIONAL LIABILITY UNDERWRITER SOCIETY, RPLU CERTIFICATION 2018 INSTITUTE FOR CHARTERED P&C UNDERWRITERS, CPCU CERTIFICATION 2019 INSTITUTE FOR CHARTERED P&C UNDERWRITERS, ARM CERTIFICATION 2020 AWARDS & ACHIEVEMENTS o Prestigious Lamp Lighter Award, No. 1 Life Sales Agent 2012 o Service Excellence Award, 2012, 2013, 2014, 2015, 2016 o Patient Advocate Administrator of The Year, 2012, 2016 o Presidents Circle, 10-Million Dollar Listing Agent o Broker Award of Excellence, Team Leader, New Sales o Pacesetters Award, 200 or More Policy’s Bound Annually o Pacesetters Plus Award, Exceeding VIP P&C Sales o Pursuit of Excellence Award, Exceeding Life, P&C Sales

Joseph L. Norfleet, Sr. JLN 4145 Dorset Drive, Cypress, CA 90630 • Phone: 310-483-4960 • Email: CAREER SUMMARY Top-performing sales professional with award-winning excellence exceeding sales quotas, managing, training, and supporting retail branch managers, expanding organizational growth and profitability. An Effective leader, and communicator with a talent for handling problem accounts and promoting new business development. A solid reputation for creative sales strategies, trade show execution, direct sales and marketing, product training and placement, and associated functions. Consistently expanding territory sales by 20% or more, while driving sales to target, providing excellent customer service, fostering strategic partnerships, and initiating persuasive negotiations strategies to effectively maintain above average client retention and loyalty. __________________________________________________________________________________________________ AREAS OF EXPERTISE • Account Management • Market Share Expansion • Prospecting / Cold Calling • Business Development • Product Training and Placement • Trade Show Management • Team Leadership / Training • Original Equipment Manufacturers • Sales & Contact Reports • Cross Selling Accounts • Sales & Distribution Channels • Direct Sales & Marketing • Customer Base Expansion • Public Relations and Promotions • Sales Closings & Techniques • Territory Sales Management • Presentations and Proposals • Business-to-Business Sales • Social Media Marketing • Brand Awareness / Development • Upselling / Consultative Selling • Life / Health / Disability • P & C • Brand Management ______________________________________________________________________________________________ PROFESSIONAL EXPERIENCE REGIONAL SALES EXE / ACCOUNT MANAGER, Brown & Brown Insurance, Orange, CA 12/2016 to Present Tasked with managing and growing territory commercial revenue, develop key accounts, motivate c-level executives, and retail agencies to consistently promote and market Cita products and services, thereby increasing our overall application volume and targeted sales goals. Manage direct sales, customer service, and brand awareness to expand customer base within assigned territory. Conduct field training and seminars for retail managers, broker representatives, and customer service personnel to highlight key product features, benefits, and to exceed customer satisfaction expectations. • Recognized as top performer, exceeding all sales quotas. • Manage all regional and territory sales and accounts with a direct focus on increasing product sales. • Driving new sales and revenue from mid-size companies in an existing customer account base within an assigned geographic territory. • Responsible for planning adequate territorial coverage to ensure regular visits to retail stores, as well as prospecting for new customers with the objective of achieving sales targets. • Develop, implement and audit on-going brand campaigns, while monitoring metrics around performance of various marketing initiatives that support organizational objectives. • Monitor, and amass customer satisfaction data via emails, social media outlet feedback, and performance surveys. • Prospect and develop net new clients, including expanding existing relationships and products of assigned accounts. • Develop strategic account plans for each client account leveraging all cross selling and retention opportunities. • Manage budget targets, including sales and expenditures. • Research competitor products, identify areas of strength and analyze product weaknesses. • Recruit, mentor and train new sales reps within assigned territory. • Travel to retail locations to introduce new products, develop staff, participate in sale promotions, support marketing efforts, increase brand awareness and overall market share. • Prepare product presentations and demonstrations for client executive teams, retail managers, and staff. • Pursue new business opportunities through lead generation, internet marketing, cold calling and referrals. • Build rapport with corporate executives, retail managers, agency owners, home office, underwriters, and service team to establish key long term relationships, thus maximizing all product opportunities.

Regional Board Candidate Packet