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RESUME

+45%
SALES GROWTH

3%  →  8%
LEAD CONVERSION

80%
REVIEW TIME SAVED

ELIMINATED
LEAD LEAKAGE

PROFESSIONAL SUMMARY

Results-driven Business Analyst with 4+ years of experience in the insurance industry translating sales and distribution goals into data-informed systems, processes, and measurable outcomes. Proven track record of driving revenue growth (~45% sales increase), doubling lead conversion rates, and cutting operational review time by 80% through process redesign and automation. Skilled in using data to identify business problems, develop solutions, and present actionable recommendations to stakeholders. Experienced in SQL, Tableau, BI tools and data visualization, CRM implementation, gap analysis, commission and incentive structure design, and cross-functional collaboration — with deep expertise acting as a liaison between sales leadership, distribution partners, and IT teams.

PROFESSIONAL EXPERIENCE

Business Analyst | COUNTRY Financial Agency 

Dalton, GA

Oct 2021 – Present

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  • Partnered with agency leadership, sales, service, and carrier stakeholders to identify business needs, translate requirements, and implement process, technology, and reporting improvements.

  • Planned and executed business analysis activities, including stakeholder interviews, requirements elicitation, current/future-state process mapping, gap analysis, requirements validation, and UAT.

  • Used SQL, Excel, and Tableau to analyze sales, retention, profitability, carrier performance, customer churn, and renewal revenue; presented findings and recommendations to leadership.

  • Led implementation of the EZLynx CRM, designing pipeline stages, automated follow-up workflows, and standardized processes across the full customer lifecycle; contributed to an approximately 45% increase in sales.

  • Developed UAT test cases, coordinated end-user testing, documented defects, and validated solution readiness before rollout.

  • Designed and deployed an AI-powered lead qualification workflow using ElevenLabs, Twilio, and Zapier, increasing lead conversion from approximately 3% to more than 8%.

  • Improved operational efficiency by developing SOPs, training materials, and standardized workflows for CRM usage, recruiting, sales, and service processes.

  • Expanded agency capabilities by securing new carrier appointments, improving distribution strategy, and redesigning commission and incentive structures to support growth and profitability.

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Insurance Sales Agent | COUNTRY Financial Agency

Dalton, GA

Sep 2019 – Oct 2021

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  • Built and maintained a client book through consultative sales, gaining direct experience in distribution

    channels, agent behaviors, and the customer lifecycle this BA role supports.

  • Founded and led a professional referral group to address a gap in local networking infrastructure, demonstrating initiative and stakeholder coordination.

  • Recognized by agency leadership for strategic thinking and business acumen; promoted to Business Analyst within two years.

EDUCATION

Bachelor of Science, Business Management                                                                           

Western Governors University

February 2026 

SKILLS & TOOLS

Analytics & Reporting: SQL (Google BigQuery), Tableau (BI Tools & Data Visualization), Microsoft Excel,

executive dashboards, KPI tracking, data-driven stakeholder presentations


Business Systems & CRM: EZLynx CRM,  Zoho Recruit, ElevenLabs AI, Twilio, Zapier, draw.io, Microsoft Office Suite

 

Core Competencies: Gap Analysis, Process Improvement, Process Mapping (Current & Future State), Workflow Design, Sales & Distribution Analytics, Commission & Incentive Program Design, Renewal Revenue Forecasting, AI & Automation, Vendor Negotiation, Cross-Functional Collaboration, Technical Writing, Change Management, Staff Training & Onboarding

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