Experience

Indium

• United States
• Insurance
• 1 - 100 Employee

• Head of Learning and Development

  • Jan 2023 - Present

  Creating blended learning solutions that plug insurance agency owners into cutting edge best practices surrounding entrepreneurship and industry hot topics *Instructor Led Training *E-Learning Solutions *Learning Management Systems



Quantum Assurance International

• United States
• Insurance
• 1 - 100 Employee

• VP Learning and Development

  • 2020 - 2022

  Creating and producing competency based experiential learning programs that make it possible for new team members and agency owners to hit the ground running. My team takes the guesswork out of how to scale your agency and provides the tools to support you as you accelerate your growth and sharpen your entrepreneurship skills. Would love to connect and discuss the hot topics for your agency and what pain points you are experiencing as you scale! * Startup Specialization * Call Center… Show more Creating and producing competency based experiential learning programs that make it possible for new team members and agency owners to hit the ground running. My team takes the guesswork out of how to scale your agency and provides the tools to support you as you accelerate your growth and sharpen your entrepreneurship skills. Would love to connect and discuss the hot topics for your agency and what pain points you are experiencing as you scale! * Startup Specialization * Call Center Development * Quantum University hybrid learning experience Show less



Haven Insurance Group LLC

• Independent Agency Owner- Mega Startup

  • Jan 2019 - Dec 2019

  Allen, Texas, United States Agency owner of an independent agency Mega-Startup, producing $1 million in under 90 days from launch. * Mega-Startup with in-house Recruiting Team * Carrier Negotiations * $1 million Personal Lines Premium closed in first 90 days from launch



Eggar Insurance Agency

• Captive Agency Owner- Best in Region, Inner Circle Elite

  • Feb 2011 - Jan 2019

  Eggar Insurance Agency, Allstate Premier-Service Agency specializing in Property & Casualty and Life & Health Insurance. Our mission is to provide expert guidance and comprehensive protection that will shield families in their time of crisis. We strive to be the Best of the Best, trusted and supported by our customers and community. Our agency Works Smart, using the best practices and technology available enabling our team to succeed and our customers to have a seamless experience. Our Planning, Processes, and Proactivity… Show more Premier-Service Agency specializing in Property & Casualty and Life & Health Insurance. Our mission is to provide expert guidance and comprehensive protection that will shield families in their time of crisis. We strive to be the Best of the Best, trusted and supported by our customers and community. Our agency Works Smart, using the best practices and technology available enabling our team to succeed and our customers to have a seamless experience. Our Planning, Processes, and Proactivity support sustainable growth methods. We don't forget to Play Hard too and celebrate our successes along the way! *91% Total 5 Year Retention with Captive Carrier *Inner Circle Elite each year consecutively *Best in Midwest Region Show less



Origins

• Personal Care Product Manufacturing
• 200 - 300 Employee

• Store Manager- Top Salesperson in Company Globally

  • Jul 2006 - Apr 2011

  Promoted to Store Manager within first year of employment. As store manager, led team to achieve consistent growth over LY year after year. Developed sales techniques and leadership skills of team by executing consistent coaching methods and delivering effective feedback. Selected to conduct initial and ongoing training of new managers within district. Transferred to Illinois location February 2010. Responsibilities include driving store sales, event planning and execution, and… Show more Promoted to Store Manager within first year of employment. As store manager, led team to achieve consistent growth over LY year after year. Developed sales techniques and leadership skills of team by executing consistent coaching methods and delivering effective feedback. Selected to conduct initial and ongoing training of new managers within district. Transferred to Illinois location February 2010. Responsibilities include driving store sales, event planning and execution, and leadership development of sales team. *Top Salesperson in Company 2008 * Individual Sales 30% over plan * Store Sales trending 10% above LY on a consistent basis Show less