Experience

Archetype Insurance Group

• United States
• Insurance
• 1 - 100 Employee

• Co-Founder and CEO

  • Nov 2018 - Present

  -Responsible for leading the development of the company’s short- and long-term strategy -Maintaining awareness of the competitive market landscape, expansion opportunities, industry developments -Setting strategic goals and making sure they are measurable -Creating relations and maintaining relations with insurance carriers -Responsible for leading the development of the company’s short- and long-term strategy -Maintaining awareness of the competitive market landscape, expansion opportunities, industry developments -Setting strategic goals and making sure they are measurable -Creating relations and maintaining relations with insurance carriers



Goji

• Software Development

• Licensed Insurance Producer

  • Oct 2017 - Nov 2018

  - Appointed by 12 National and regional insurance companies in 26 different states. -Utilizing a proprietary CRM to take inbound and outbound calls to connect each customer to a customized insurance policy that benefits their needs. -High volume sales environment, acquiring 40 to 50 new customers each month. - Appointed by 12 National and regional insurance companies in 26 different states. -Utilizing a proprietary CRM to take inbound and outbound calls to connect each customer to a customized insurance policy that benefits their needs. -High volume sales environment, acquiring 40 to 50 new customers each month.



Premier Shield Insurance, LLC

• United States
• Insurance

• Co- Founder and Business Development

  • Jul 2016 - Oct 2017

  -Developed business relations with other small businesses to increase lead generation through business synergy. - Developed Marketing plan to acquire local and online insurance leads. - Trained hired agents in insurance software, CRM, AMS, and sales training. -Maintained Carrier relations, and got the agency appointed with 7 carriers. -Developed lead sources from real estate agents, mortgage lenders and car dealerships -Developed business relations with other small businesses to increase lead generation through business synergy. - Developed Marketing plan to acquire local and online insurance leads. - Trained hired agents in insurance software, CRM, AMS, and sales training. -Maintained Carrier relations, and got the agency appointed with 7 carriers. -Developed lead sources from real estate agents, mortgage lenders and car dealerships



Castle Edge Insurance Agency

• Account Executive

  • Sep 2015 - Jun 2016

  -Managed and developed full accounts to accommodate for all insurance needs for each customer. -Created relations with real estate agents to develop lead sources. - -Managed and developed full accounts to accommodate for all insurance needs for each customer. -Created relations with real estate agents to develop lead sources. -