New Business Resume Sample
Amanda Prosacco
9987 Freida Harbor,
Houston,
TX
+1 (555) 605 5261
Work Experience
New Business Case Manager
04/2018
-
PRESENT
Los Angeles, CA
- Manages employees within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions
- Conducts one-on-one and weekly team meetings with employees on a regular basis to discuss new procedures, problems and issues
- Processes and follows- up on new account paperwork and asset transfers for brokerage firms, trust companies, annuity companies, and 401(k) plans
- Fields calls from investment representatives and clients regarding new business forms, processes or status
- Follows-up continuously with advisor when processing an order to ensure representatives are informed during each step of new business process
- Ensures timely receipt of missing information or items required to complete new account
- Maintains a daily routine to ensure all new account functions and maintenance have been completed
- The position involves problem solving through the many different challenges that arise. It includes working with peers and management within and outside of New Business to come up with effective and creative solutions to problems, while staying within regulatory restrictions
- The Senior works frequently with IT on technical enhancements and projects, providing the opportunity to take part in an even broader spectrum of departmental efficiencies and development
New Business Rep
09/2011
-
01/2018
New York, NY
- Utilize web-based vendor documents system to order, retrieve, manage and organize requirements, including supplemental forms and other requirements
- Proactively identifies possible situations where problems can occur in the life cycle of the case
- Conducts regular follow-up via phone, email and/or fax secondarily, on all outstanding requirements. Reconcile those requests for additional information with producers
- Fulfill published Service Level Agreements to producers, regarding pending and issue case requirements, timelines, etc
- Generate status and manage case load using Client Service System to follow up on outstanding requirements for agents and others as needed
- Manage larger premium / V.I.P. cases as defined within assigned team
- Activate and processes accurate policy before mailing to producer
- Follows-up with producers on policy delivery requirements, including application amendments, forms, etc., to ensure policy is placed within specified timeframe
New Business Innovation Intern
11/2006
-
06/2011
Phoenix, AZ
- Experience in sales environment, primarily in sports or entertainment field. Knowledge of target groups for new customer development
- Understand and effectively communicate ICMA-RC’s plan adoption and amendment processes to internal and external clients
- Convey the message that Travelport is a technology solutions provider, offering customer focused and cost effective value add solutions, mapping customer requirements to Travelport’s products and services
- Value sell through identifying customer requirement and mapping to Travelport solutions
- Liaise with customers and prospects at all levels
- Proven track record in a solutions selling capacity within high-tech and/or travel industry
- Self-starter with ability to apply initiative and make objective decisions around opportunity qualification
- Efficiently review new applications for missing information, i.e., forms signatures, policy criteria etc
- Communicate via email and phone to producers in conjunction with supporting their various cases
Education
Iowa State University
2001 - 2005
Bachelor's Degree in Business Related Field
Professional Skills
- Excellent communication skills, extensive experience in client presenting / pitching and advanced negotiation skills
- A highly organized individual with superior project management skills and a strong attention to detail with a strong sense of urgency
- Strong interpersonal skills with a high level of confidence working with senior leaders
- Some experience in powerpoint design skills (considered an asset)
- Demonstrated customer service, leadership, and communication skills
- Strong people leader, exciting by working in an undefined space and defining team priorities accordingly
- Prior publishing experience (Adult or Children’s)
How to write New Business Resume
New Business role is responsible for research, design, negotiation, training, retail, finance, integration, database, recruiting, accounting.
To write great resume for new business job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For New Business Resume
The section contact information is important in your new business resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your New Business Resume
The section work experience is an essential part of your new business resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous new business responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular new business position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative New Business resume experience can include:
- Strong written and verbal communication skills.phone skills
- Strong commercial acumen and negotiating skills with experience of driving commercial outcomes with stakeholders
- Excellent technical skills to handle a paperless environment and navigate carrier & vendor websites for information
- Excellent Communication, Interpersonal / Facilitation Skills
- Excellent communication skills with track record in managing partnerships and collaborations with public bodies
- Excellent communication and interpersonal skills, with the ability to identify and provide comprehensive solutions for varying needs
Education on a New Business Resume
Make sure to make education a priority on your new business resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your new business experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in New Business Resume
When listing skills on your new business resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical new business skills:
- Strong communication (verbal & written) and relationship building skills
- Demonstrate critical thinking skills and ability to use discretion on highly complex situations
- Strong presentation and visualization skills
- Analyzing Guest experience, financial and operational data to develop supporting content for evaluating and enhancing the end-to-end hotel experience strategy
- Experience leading, and winning, new business pitches: with specific experience receiving & answering large and complicated RFI’s/RFP’s
- Create innovative commercial propositions and effective response to briefs using the artist roster, global priorities and assets
List of Typical Experience For a New Business Resume
1
Experience For New Business Case Manager Resume
- Business development experience or strategic partnership experience showing clear career progression
- Stellar networking skills and the ability to manage strategic relationships to provide maximum value for Uber
- Make data-driven partnership/sales decisions and demonstrate sound business sense through strong analytical thinking
- Creating specialized programs to upskill the digital capability of Diageo Europe
- Experience sourcing, negotiating, and driving contracts to closure
- Work experience using administrative systems in office management, order processing, or customer service corporate environment
- Good understanding of financial products from an accounting, product control and/or regulatory treatment perspective
- Excel in a dynamic, fast-moving company environment with strong attention to detail and accuracy
- Experience in RWA / Leverage Ratio reporting for a major bank or broker-dealer
2
Experience For Manager, New Business Resume
- Proofreading decks and making editing revisions
- Taking notes & putting together contact reports
- Booking meetings & boardrooms
- Outstanding customer service behaviours, care and empathy for clients
- Responsible for business plan and budgeting for assigned area of coverage (including periodical updating), and execution of approved the plan and budget
- Assist in mentoring new and existing employees as needed
- Makes presentations to offices of both participating and non-participating providers
- Provides creative input on marketing ideas for recruiting providers to join HMHP
3
Experience For New Business Rep Resume
- Address performance issues and /or discpline concerns through coaching and counseling
- Proficiency with Salesforce forecasting and reporting
- Knowledge of transactional processing using new business systems
- Management of regional New Business organization including performance management, hiring, and career development. #CD# 40%
- Execute history reporting on products, customers and dealers to be shared with managers and leadership to direct future focus, initiatives and decision-making
4
Experience For Manager New Business Resume
- Excellence in writing, reporting, presentation development and competitive research
- Identify industry trends and develop innovative marketing and merchandising initiatives to support growth
- Generate status and manage case load using available tools to follow up on outstanding requirements for agents and others as needed
- Demonstrated time management and organizational skills. Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike
- A strong commitment to driving down turnaround time
- Meets the department’s production standards for measuring quality and quantity of work processed
- Meet the department’s standards for measuring quality and quantity of work processed
- Ensure the timely and accurate installation of all new business, coordinating with customers and AUS service team
- Coordinate measuring of wearers at account and complete garment orders
5
Experience For Senior Manager, New Business Resume
- Reports all new RFP, as well as new and existing contract matters, immediately to the VP of IBS and GPC Legal primary contact
- Assists General Manager (GM) and District Manager (DM) in ensuring new locations are staffed appropriately and provides monthly reports/evaluations
- Initiates activity with large potential IBS customers to drive new business to as many field / DC areas (including the independent jobbers markets) as possible
- Works with system support on providing efficient interface with customer systems to ease workflow and improve productivity
- Extensive knowledge of fiduciary, gifting, investment, estate and income taxation principles and techniques
- Use trust accounting system, Microsoft products and other automation tools
6
Experience For New Business Portfolo Developer Resume
- Provides information and prepares reports on forecasting recruitment and negotiations
- Promotes positive working environment and builds cohesive team
- Set up action plan with Commercial Manager and Trade Marketing Manager
- Expertise in outbound outreach and prospecting
- Proficiency with forecasting pipeline required to achieve sales targets
7
Experience For Digital Innovation Lead New Business Models & Services Resume
- Multitask while maintaining focus and diligence in a fast paced work environment
- Pass a background check to include fingerprinting
- Assist where appropriate in developing any new or special materials needed for initial new business meetings, such as boards, booklets, etc
- Motivation and ability to learn new concepts quickly and adapt to changing environment
- Complete industry education courses to further knowledge of Life Insurance processing
- Accountable for writing investment papers for internal approvals
- Financial modelling, commercial analysis, research and due diligence
- Input into development finance models and appraisal methodology, including compliance requirements with Lendlease guidelines
8
Experience For Senior Specialist, New Business Innovation Resume
- An understanding and appreciation of the contractual relationships between parties (land owners, local authority, tenants, funders and banks)
- Strategy development: Help the Program lead build a forward-looking strategy for new business models at VF Brands and beyond
- Research/Reporting – 20% of time
- BA in Accounting or Finance (CPA and/or MBA desired)
- Track record of success in managing large teams towards well defined goals
- Assist New Business Team Leader with Adviser/Client Dashboard queries relating to Fund Transitions and Establishments
9
Experience For Director of New Business Resume
- Maintain (and create if relevant) workflows and task tracking in Super IQ and other systems
- Ensures global shared learning and leverages read-outs from pitch debriefs to improve process elements
- Paid training and development through NL University
- Concept, develop and implement creative marketing materials and advertisements (digital and print)
- Enthusiastic in helping other team members to fulfill the team’s responsibilities
- Leverage technology to create value while meeting the customer’s needs
- Motivation and ability to learn new concepts quickly and adapt to changing environments
- Comfortable with frequent public speaking
10
Experience For New Business Division Manager Resume
- Manage process improvement implementations and operating model changes
- Understand and promote Transfer Agency’s service offering
- Regular contact with vendors, representatives or clients regarding problem resolution and to ensure accurate new account set up and timely transfer of assets
- Activate and process accurate insurance policy before mailing to producer
- Special Posting Notes
- Develop an ‘evergreen’ BAU process within NBIA / IAS programs to ensure Asset Management is in compliance with all corporate guidelines
- Create and drive strategy plans for Ebay’s retail clients to ensure maximum levels of adoption and satisfaction
- Provide quality assurance checks as needed
- Assist with business unit’s Quality Assurance functions
List of Typical Skills For a New Business Resume
1
Skills For New Business Case Manager Resume
- Experience working closely with digital commerce environments, digital products and/or digital experiences
- Experience marketing trust, trust administration or related legal or financial services experience required
- Business writing and ability to communicate effectively based on audience
- Liase with and maintain strong working relationships with all stakeholders to ensure effective decisions and workflow
- Demonstrates strong data analysis: gathers, integrates and reports/ analyzes NB performance
2
Skills For Manager, New Business Resume
- Digitally savvy with an eye for good user-experience
- Able to plan and organize to ensure all tasks are carried out effectively and efficiently
- Dependability as evidenced by a good attendance record
- Understanding and experience of the development, master-planning & town planning process
- Being comfortable with the uncomfortable, to deliver monthly and annual business targets as well as good judgement and intuition
- Supporting hotel assessment data capture, input, analysis and content summarization to inform product investments and prioritization
- Effective at providing coaching, and feedback to Asset team members
3
Skills For New Business Rep Resume
- Skillful at building pitch presentations using PowerPoint
- Good financial understanding including budget management
- Experience hiring and managing people
- Strong financial and analytical proficiency for decision making and reporting purposes
- Flexible to changing priorities and work demands including various work schedules
- Previous experience in the hospitality or lodging industry
4
Skills For Manager New Business Resume
- Participation in industry continuing education is strongly recommended (i.e. LOMA, ACS, AMLI, FMLI)
- Experience with data and insights in a hospitality, tourism or lodging industry
- Strong understanding of lead generation, CRM and account management
- Communicate to executives on a regular basis regarding significant product/experience enhancements. Lead the after-action review process for all key projects
- Demonstrable high performer and breadth of experience across commercial disciplines as well as marketing
- Experience working closely with customer/consumer/user-insights functions
5
Skills For Senior Manager, New Business Resume
- Demonstrable experience of executing an entrepreneurial function
- Proven results in driving top of funnel
- A strong commitment to driving down cycle time
- Willingness to share work experiences and commit to continuous learning
- Partner with other business units to provide the best customer experience possible
- Excellent team motivator with high EQ
6
Skills For New Business Portfolo Developer Resume
- Telecommunication or other technology high complexity solution sales experience preferable
- Stays current on Manulife’s strategy, key priorities and market trends
- Experience in a professional environment
- Experience with Walt Disney Parks & Resorts in an analytical and/or strategic capacity
- Very well organized and with strong time management
- 2-4 yrs. related business experience
- New business or related insurance/investment experience
- Three to five years of experience is required, preferably with an agency background
- Work experience in an innovation function, technology function, insights function, start-up or related field
7
Skills For Digital Innovation Lead New Business Models & Services Resume
- With at least 2 years experience in operations
- Working knowledge of application forms, procedures, and workflow governing the processing of new business
- Gathering information and compiling content for long-term planning efforts for the global hotel portfolio
- Being able to juggle multiple details involved in the creation of winning pitches
- Building and maintaining relationships with key personnel within the partner’s companies
- Designing marketing and commercial offers for UMG&B central and local teams
- Participating in strategic thinking about new projects development
- Willing to take initiative, exhibit creative thinking and take ownership of cases
8
Skills For Senior Specialist, New Business Innovation Resume
- Managing the national generic inbox to ensure items are processed or direct work to team members based on geographic assignment
- Typing speed of 35wpm and with 95% and above accuracy
- Processing new/transfer fund application
- Processing new/transfer fund applications
- Existing network of key brand and agency contacts (highly desirable)
- Installing dispensers, use and knowledgable with a drill
- Developing research summaries on various hotel products or future initiatives based on trends in the marketplace
9
Skills For Director of New Business Resume
- Preparing statistics and management report
- Caring and empathetic approach to problem resolution for our agents and policy holders
- Supporting UMG&B central and local teams in project management tasks
- Archiving of electonic documents (i.e. case-specific emails from internal or external
- Understanding of Foresters products, services, systems and regulatory requirements, with the ability to recognize discrepancies, anomalies and inconsistencies
10
Skills For New Business Division Manager Resume
- Managing the internal approval processes with Regional Investment Committee (RIC), and Global Investment Committee (GIC)
- Manage pitch logistics for new business opportunities, including creating and leading timelines, keeping key stakeholders informed, setting up meetings, etc
- Develop a deep understanding of Virtue’s capabilities, and aid in crafting and executing a compelling vision to potential clients
- SDR and Sales Team Training: Ongoing team training on prospecting and pipeline development strategies and best practices
- Provides support to external customers on assigned cases, assisting on new case processes, up to and including issuing accounts
- Manage Case Manager Associates giving work direction, training and performance feedback. Make compensation, hiring and termination decisions
- Works with delivering firm and representatives on closing outstanding transfers and rollovers
- Respond to RFPs and RFIs by gathering information from necessary stakeholders and writing/editing responses
List of Typical Responsibilities For a New Business Resume
1
Responsibilities For New Business Case Manager Resume
- Collaborating with Divisional Merchandising Managers (DMM’s) across Soft Goods to help define the overall growth strategy, and specifically the role of merchant offerings in furthering that strategy
- Working with DMM’s to align on priorities and build support for developing a well-rounded offering
- Address performance issues and/or discipline concerns through coaching and counseling
- Partner with the group benefit Underwriters to ensure consistent messaging to the Advisors regarding plan design and risk management
- Organize and track information gathered into a centralized database to further AbbVie’s understanding of the market
2
Responsibilities For Manager, New Business Resume
- Generate full payment listing and match with the file
- Logical thinker with creative problem solving ability
- Assist the Account Executives in educating the Advisors on Manulife’s group benefits product offerings and risk tolerances
- Identifies policy issues or problems, researches and assists in resolving issues related to specific responsibilities and recommends solutions/improvements
- Provide information regularly to the sales channel and agent(s) on status of pending sales
- Provide feedback to the business relationship team and sales channel on trending information that is identified
- Manage post-campaign reporting and case studies
- Communicate and correspond with agents or insured/s to obtain supplemental information
3
Responsibilities For New Business Rep Resume
- Employees are required to observe proper standards of
- Ensure compliance with Qlik’s sales and administrative processes with use of our salesforce based CRM software
- STRATEGIC PLANNING – Identify the clients’ strategic priorities and business challenges, building substantive strategies to help them win big in truly measureable ways
- ENTERPRISE ADOPTION – Work to ensure our products, strategies, and solutions permeate a client’s business moving us past Strategic Partners to truly become Core Infrastructure for their ongoing success
- REVENUE GROWTH – Generate multi-year client revenue opportunities across the entirety of a client’s business. Selling in solutions to apply across all marketing, analytics and business applications
- Maximize Subscriptions revenues for MSG sports franchises through direct training, supervision, motivation and direction of seasonal sales representatives – including presenting and explaining new subscription and premium seating opportunities
- Build additional Subscription revenues for MSG sports franchises through management of up-selling process (via seat price upgrades and/or additional plan sales) to existing customer data base –
4
Responsibilities For Manager New Business Resume
- Maintain detailed records and metrics covering all sales staff activity – including plan-by-plan sales results, call records, service related customer “touches”, correspondences, seat visits and effectiveness versus specific marketing actions/campaigns
- Assist in process of scheduling staff throughout regular office hours as well as evenings, games, special events and out-of-office activities – monitoring accumulation of overtime hours throughout
- Assist in tracking, maintenance and documentation of all sales versus individual and group sales budget targets, and administering to monthly commission reporting with the Finance and Payroll departments
- Develop new streams of revenue through creative interpretation of company assets or potential new assets, programs or events
- Execute sales plans and generate additional revenues for other specific MSG sports and entertainment properties, particularly premium programs such as 1879, Madison and Delta Clubs
- Develop and implement the sales strategy for the Spanish market as part of the overall EMEA new business strategy
- Provide basic technical information to support new business efforts, Chemonics’ knowledge base, practice networks, and other work products as requested by supervisor and colleagues
- Attend educational workshops, reviews professional publications, establishes personal networks, and participates in professional societies and Chemonics’ practice networks to maintain and expand knowledge in international development
- Maintain Chemonics’ roster of current and potential consultants and partners to share with project and proposal teams, and other tools and resources as directed
5
Responsibilities For Senior Manager, New Business Resume
- Strong French proficiency required
- Facility for conducting technical research, and networking with NGOs and other industry players
- Demonstrated academic or professional interest in peace and conflict resolution, stabilization, or related field; some knowledge of topical issues in conflict mitigation and transition
- Strong use of CRM tools
- Work experience
- Knowledge of sales, particularly telephone sales techniques
- Conducting internal and external product research by synthesizing large amounts of qualitative and quantitative data in order to develop a high-level point of view on product strengths and opportunities
6
Responsibilities For New Business Portfolo Developer Resume
- Effectively monitor performance and quality at both team and individual levels
- Communicate effectively in a collaborative work environment
- Experience in a professional environment
- Demonstrated ability to work in a team environment and resolve issues through coordination with others
- Synthesize and interpret data to ensure key issues and trends are identified
- Develops professional proposals for both private sector and public sector prospects and communicates all on-going leads, negotiations and business plans to HQ VP of IBS
- Responds to RFPs in a thorough and timely manner and maintains records of all agreements and RFPs for individual IBS locations
- Develops and gives presentations that sell the advantages of the IBS program
7
Responsibilities For Digital Innovation Lead New Business Models & Services Resume
- Builds a complete business plan book/portfolio for executive review by HQ and VP of IBS before contracts are signed and plan is approved locally
- Develops prospect list and identifies qualified prospects with each District Manager (DM) that ensures a continuous flow of new start up locations. Turns prospects into new sites. Establishes timetables for attaining new agreements and ensures obstacles are overcome
- Works with product department to provide adequate vendor support in key product categories
- Reasonable/limited travel in a defined geographic area
- Establishes and executes a recruitment strategy based on geographic territory and communication process for soliciting network participation to non-participating area providers. Enters activities in MarketWare according to network policies and procedures
8
Responsibilities For Senior Specialist, New Business Innovation Resume
- Calls on potential providers through site visits, telephone solicitation, and mailing of solicitation packages through targeted campaigns to recruit and grow the HMHP network
- Maintains daily records of activity
- Produces weekly and monthly reports on recruitment and negotiation activities
- Supports the training of clinical systems concepts to all levels of a provider’s office with a focus on overall benefits of the system and changes to current workflow
- Effectively monitor performance and quality at both team and individual level
- Responsible for the day to day management of 10-15 FTEs
9
Responsibilities For Director of New Business Resume
- Provide reports to AG and BPSI management through written reports and periodic conference calls
- Provide assistance to BPS on NB process and procedures
- Provide assistance to BPS on procedural questions and issues
- Regularly communicates to AG counterpart and support group
- Expert in E-Sat Projects and related roles and responsibilities
- Flexible to work on weekends as per business requirements
- To locate, assess and negotiate appropriate contracts for proposed NTI &NTB sites in line with BP’s investment strategy and financial criteria
- To ensure that BP’s legal obligations and contractual relationships are dealt with appropriate advice from the internal legal function and BP appointed external legal advisors
10
Responsibilities For New Business Division Manager Resume
- Responsible for the day to day management of 14 FTEs
- Coordinates necessary activity with associates in supporting units (e.g. Producer Contracting, Underwriting, Replacements, Title, Billing, etc.) and applicable vendors (Attending Physician’s Statements/eApp)
- Exceptional customer focus and a keen appreciation for the needs and interests of our distribution partners appropriate for the size of the cases in their care
- Communicate and correspond with agents or insured/s to obtain supplemental information or to explain legal requirements in accordance to company regulations, state laws, and FINRA, or SEC regulations, as required
- Plans, organizes and directs work within the department by monitoring statistical reports on department production, time service and quality, general observation and through contact with customers. Approves financial transactions within their approval authority
- Evaluates productivity and quality of performance in relation to Partnership Agreements, managing work activities and balancing department resources to ensure that goals and expectations are met or exceeded
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