United States
Responsible for all revenue generation activities, sales, account management, marketing, implementation services, client services, help desk services and to enable growth strategies throughout the organization. EXPANDED TEAMS, REVAMPED INTO ACCOUNTABILITY MODELS, IN <1 YEAR ADDED >15 NEW CLIENTS, A COMPANY RECORD Increased Client Base >156% —Grew client base through new sales by 100% through first twenty-four months. Increased proactive outbound Sales Activities by >200% —instituted new reporting KPIs based on activities that are measurable and contribute to sales results. Close Ration improvement from 15% to 72% Exceeded Growth Target in first five months of 2020, increasing results by >130% over 2019. Finished 2021 at 138% of plan. Finished 2022 at 168% of plan, results tripled company revenue in three years. Similar growth seen in ARR as well with over a 186% increase through 2023 and 2024. Revamped Performance Model in all areas to KPI based, accountability, and results orientated.
Texas Department of Insurance Agent Licenses (Health/Life and P&C)