Experience

• 

  Allstate

  • Licensed Sales Professional

• 

  Allstate Insurance

  • Santa Barbara, California Area

  • LICENSED SALES PROFESSIONAL

    • Oct 2018 - Present
    • Santa Barbara, California Area

    Reach new and existing customers for life, commercial, property and casualty insurance. Quote & bind policies for life, home and auto, commercial auto, general liability, business owner’s policies and worker’s compensation; conduct policy reviews, process endorsements, issue evidence of insurance; assist insured with initial claim process and follow-up; interface with various insurance entities, quoting systems, underwriters and diverse clientele; document transactions on e-agent and Allstate’s Gateway.

• 

  Farmers Insurance

  • Santa Barbara, California Area

  • AGENT PROTEGE

    • Apr 2017 - Oct 2018
    • Santa Barbara, California Area

    Qualifying process for agency ownership, a performance based training program. Licensed as agent/broker Property and Casualty, Commercial, Life and Health; developed and produced all lines of new business, cross sell, market products; quoted and bound policies. Interface with various insurance entities, quoting systems, underwriters and diverse insurance customer base. Conduct policy service, reviews and account maintenance support.

• 

  Independent

  • Santa Barbara, California Area

  • Business Consultant

    • Jan 2003 - Apr 2017
    • Santa Barbara, California Area

    Provided business plan development services through the California SBDC Los Angeles Regional Network and the Small Business Development Centers in San Luis Obispo and Santa Barbara Counties; offered small business owners with start-up and expansion consulting services specialized in micro-enterprise development assistance for the Spanish speaking entrepreneur; coached on small business management, personnel, finance, and market analysis; provided training and business plan development services; offered services to non-profit organizations and business owners as an independent consultant.

• 

  Santa Maria Joint Union High School District

  • Santa Barbara, California Area

  • Transition Specialist

    • Aug 2015 - Jul 2016
    • Santa Barbara, California Area

    Provided support to students involved in the District’s Transition Partnership Program in collaboration with the State Department of Rehabilitation, by developing employment and training skills opportunities. Served a liaison between district and local businesses; provided guidance to students with the transition from high school to a work environment or post-secondary education & training; implemented program to assist students with job & career searches and job seeking skills training and preparation; communicated with administrators, staff, parents, employers and community representatives to coordinate and implement activities of the program. Prepared and maintained a variety of records, logs, notes, files and reports.

• 

  Allstate

  • Licensed Sales Producer

    • Aug 2013 - Feb 2015

    Quoted and bound commercial, home and auto policies; conducted policy reviews, processed endorsements and issued evidence of insurance.

• 

  Alliance for Pharmaceutical Access, Inc.

  • Santa Barbara, California Area

  • Executive Director

    • Jun 2010 - Oct 2011
    • Santa Barbara, California Area

    Managed all aspects of the organization including personnel, fiscal and program operations, proposal writing and fundraising; planned, directed and coordinated all activities designed to create a favorable public image and to raise awareness; cultivated key relationships and new partnerships to further the organization’s position, built program visibility and financial support; replicated model program & established two new APA Rx Assistance Centers in San Luis Obispo County. Provided start-up consulting services in 2004.

• 

  Boy Scouts of America, Los Padres Council

  • Santa Barbara, California Area

  • District Executive, Senior

    • May 2005 - Feb 2010
    • Santa Barbara, California Area

    Administered youth development program, volunteer leadership training & evaluation, membership and budgetary activities; implemented newly developed national program to integrate Latino population; steadily increased membership, funding opportunities & adult leadership at all levels of the organization, positively impacted parent and youth involvement; developed a solid strategic plan & structured delivery systems; conducted training within region and national conference workshops.

• 

  Women's Economic Ventures

  • Santa Barbara, California Area

  • Director of Latino Services, Regional Manager

    • Jan 2003 - Nov 2004
    • Santa Barbara, California Area

    Planned and directed the implementation of the Spanish self-employment training program and business development services in San Luis Obispo, Santa Barbara and Ventura Counties; provided recommendations for program effectiveness, formulated policies & procedures to improve operational efficiency, monitored financial measures; concurrently served as Regional Manager and directed self-employment training & business development services in English, business readiness workshops, business consulting for start-ups, expansions and micro-loans; identified and contracted consultants & instructional staff; coordinated technical support & facilitators for the Santa Barbara and San Luis Obispo Counties.

• 

  Center for Employment Training

  • Santa Barbara, California Area

  • Director, Corporate Associate Director

    • May 1982 - Jan 2003
    • Santa Barbara, California Area

    Directed personnel, program, and fiscal operations; planned, developed and implemented state of the art workforce skills training & human development programs, managed support services; outreach, recruitment, job placement, and follow-up. Facilitated the integration of basic academic skills and High School preparation; evaluated training curricula content and effectiveness, adapted training program to meet changing technological advances; conducted labor market surveys, studies of jobs, economic impact by new industry or plant closures; monitored contract compliance, performance outcomes regulatory and governance requirements as defined by Federal, State, County and City government and other oversight entities; such as Department of Education, Financial Aid and Department of Labor, Employment & Training programs. Directed and maintained school accreditation by the Western Association of Schools and Colleges.