Experience

Toyota Insurance

• United States
• Insurance
• 1 - 100 Employee

• Regional Manager - Sales & Customer Care

  • Apr 2022 - Present

  Revolutionizing the insurance industry- Automaker offering P&C insurance products within the Toyota customer experience; Responsible for Call Center production in Sales, Service, and Business Retention KPIs. Develop, mentor, motivate, and coach staff to achieve/exceed sales targets and service quality results. Revolutionizing the insurance industry- Automaker offering P&C insurance products within the Toyota customer experience; Responsible for Call Center production in Sales, Service, and Business Retention KPIs. Develop, mentor, motivate, and coach staff to achieve/exceed sales targets and service quality results.



Western Mutual Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Direct Sales Manager

  • Jun 2021 - Apr 2022

  Direct responsibility of the Sales Call Center performance including increasing Property & Casualty new business sales production in five states, quality of business, profitability, and business retention. Manage the ongoing performance of the Sales Department; Design, implement, and execute strategic business initiatives to expand the company’s market share and develop Cross-sell opportunities. Achieve growth and drive results with the team; Motivate, Inspire, Coach, and provide corrective action as necessary. Show less



Automobile Club of Southern California

• United States
• Insurance
• 700 & Above Employee

• District Sales Manager- Insurance Business

  • Mar 2017 - Jun 2021

  New Business Acquisition- Responsible for growth, profitability, and new business retention of Insurance Products. Monitor the team’s productivity and performance in Sales, New Business Underwriting, and Service Quality. Oversee activities of insurance agents to ensure KPI targets are achieved/exceeded. Identify opportunities and develop action plans to enhance production results. Ensure team is following Underwriting guidelines to maximize new business profitability; Utilize consultative selling approach and provide optimum coverage options based on risk management techniques, and the customer’s needs/wants. Extensive collaboration with Underwriting to optimize New Business Onboarding experience to increase market penetration and enhance business retention. Review risks to consider/take alternate approaches to write business to enhance company profitability. Show less



Automobile Club of Southern California

• United States
• Insurance
• 700 & Above Employee

• Retention Manager

  • 2009 - 2017

  Existing Business Retention- Responsible for the development, implementation, and execution of strategies to improve Membership and Insurance business retention across the organization via the Call Center Retention Unit (CCRU); Collaborate with Underwriting and Product Management to review risks and apply alternative UW/Risk Management techniques to maximize renewal business profit; develop action plans and strategic direction to retain desired renewal business. Enhance at-risk business renewal rates to support organization growth; Development of the CCRU three distinct business units designed to mitigate membership and/or insurance policy cancellations; Two of these units, the Membership Retention Unit (MRU) and Insurance Retention Unit (IRU), are a proactive contact to at-risk business including insurance policyholders that have experienced renewal rate increases, strategically identified group of potential flight-risk business, and non-payment of insurance policies; SAVE Team Unit (STU) handle inbound policy cancellation requests by offering the insured relevant reasons and optimum solutions to continue business with the organization. Show less



21st Century Insurance

• United States
• Insurance
• 500 - 600 Employee

• Service & Sales Manager

  • Jan 1995 - Jan 2008