Raymond Lee

About Raymond Lee

Experienced Territory Manager with a demonstrated history of working in the insurance…

Experience

1. Territory Manager

   United Educators

   Oct 2012 — Present · Bethesda, MD, US

   Manages an assigned territory through planning, diagnosing, executing, and reporting all new business activity to include prospect identification, agent training and technical sales support for new member acquisition and cross sells. • Execute new marketing opportunities, strategies and business acquisition processes for the West and Central Territories that help to generated over $2 million in new business premium year over year.• Skillfully provide analytical research on competitors to determine strategic advantage and find creative ways to target new business. Coordinated audit reports, management studies, organization.• Maintain a detailed pipeline of new business submission for forecasting and beneficial sales metric analysis.• Led agent activities in the West and Central Territories that include broker identification and training for 21 states nationwide.• Proficiency in producer channel analysis, reporting results and diagnostic metrics. Ability to multi-task and effectively perform in an Executive office environment.• Extensive experience of managing virtual teams across functions and geographies.• Analysis of new business submission to generate revenue for organizational growth.• Oversees the business acquisition process for each prospective member from lead generation to product/service delivery. • Contributes to the UE Change Management Task Force/CX to develop principles and standards to change when initiatives at UE are implemented.• System Administrator for the MS platform and Salesforce CRM cloud computing technology platform and has developed both the Territory Intelligence and Competitor Database modules. • Provides support to the Business Development team as the SharePoint Administrator.• Skillfully provide analytical research on competitors to determine strategic advantage and find creative ways to target new business, which includes writing marketing content for campaigns.