Independent Insurance Agent

• Feb 2022 - Present

Allstate Exclusive Agent

• Apr 1989 - Mar 2022

In my most recent role, to increase maximum profitability, I recruited, trained, and developed sales and customer service people. In accordance with company objectives, developed and executed strategic agency policies. To write and maintain business, I devised and implemented marketing tactics. By reviewing agency performance we were able to improve overall productivity and processes. Using ADP platform, I was able to optimize and manage payroll operations. For the CPA , I updated… Show more In my most recent role, to increase maximum profitability, I recruited, trained, and developed sales and customer service people. In accordance with company objectives, developed and executed strategic agency policies. To write and maintain business, I devised and implemented marketing tactics. By reviewing agency performance we were able to improve overall productivity and processes. Using ADP platform, I was able to optimize and manage payroll operations. For the CPA , I updated QuickBooks and ran profit and loss reports. Provided excellent direction and instruction to employees in order for them to identify, reach, or surpass sales targets. Some of my notable achievements for this job role are listed below: Earned Honor Ring, National Conference, and Leaders Forum earned by constantly meeting and exceeding company's objective. Achieved Premier Service Agency Designation- awarded to Agency owners who have consistently met designated levels in customer service and business performance. Attained 4.5 stars from 200+ reviews received from clients by accomplishing and maintaining title for almost a decade. Additional Experience Sales Agent Operations, Allstate Insurance Company Support Staff, Allstate Insurance Company Show less In my most recent role, to increase maximum profitability, I recruited, trained, and developed sales and customer service people. In accordance with company objectives, developed and executed strategic agency policies. To write and maintain business, I devised and implemented marketing tactics. By reviewing agency performance we were able to improve overall productivity and processes. Using ADP platform, I was able to optimize and manage payroll operations. For the CPA , I updated… Show more In my most recent role, to increase maximum profitability, I recruited, trained, and developed sales and customer service people. In accordance with company objectives, developed and executed strategic agency policies. To write and maintain business, I devised and implemented marketing tactics. By reviewing agency performance we were able to improve overall productivity and processes. Using ADP platform, I was able to optimize and manage payroll operations. For the CPA , I updated QuickBooks and ran profit and loss reports. Provided excellent direction and instruction to employees in order for them to identify, reach, or surpass sales targets. Some of my notable achievements for this job role are listed below: Earned Honor Ring, National Conference, and Leaders Forum earned by constantly meeting and exceeding company's objective. Achieved Premier Service Agency Designation- awarded to Agency owners who have consistently met designated levels in customer service and business performance. Attained 4.5 stars from 200+ reviews received from clients by accomplishing and maintaining title for almost a decade. Additional Experience Sales Agent Operations, Allstate Insurance Company Support Staff, Allstate Insurance Company Show less