Patrick Lucas
Business Development Associate @Coalition, Inc.
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WORK HISTORY
Business Development Associate @Coalition, Inc.
Accelerated agency partner growth in my territory, boosting performance and engagement through targeted strategies. • Built impactful sales relationships with key agency stakeholders in my territory to strengthen collaboration and results. • Directed all post-sales efforts for Coalition’s broker partners in my territory, applying strong relationship skills, product expertise, and strategic execution. • Owned broker satisfaction in my territory, delivering exceptional support and exceeding expectations consistently. • Applied in-depth knowledge of insurance and tech solutions to guide brokers in my territory on features tailored to their business needs. • Addressed risks to brokers’ goals in my territory, resolving challenges to ensure their ongoing success. • Tracked adoption trends and performance in my territory, providing data-driven guidance during Broker Success Reviews to enhance outcomes.
EDUCATION
Titusville Senior High School
High School Diploma, Business Administration and Management, General
ABOUT PATRICK LUCAS
Insurance Professional | Cyber Insurance | Active Insurance Protection | SaaS | Digital Transformation
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