Experience

Warner Pacific Insurance Services

• United States
• Insurance
• 200 - 300 Employee

• Director of Sales - Northern California

  • Jan 2023 - Present

  • Guide a team of sales consultants and pre-sales specialists to support the broker community in order to maximize sales. • Create tools, resources and initiatives to provide increased support and education for brokers. • Develop market strategies to promote sales growth and support company objectives across each region.



Kaiser Permanente

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Director of California New Sales, Small Group

  • May 2019 - Jan 2023

  • Led California small group new sales team, achieving average annual results nearly 15% above goal. • Spearheaded key initiatives to support the growth of new sales. • Coached sales managers and sales executives on territory development strategies, broker relations, CRM management, prospect strategies, competitive knowledge and best practices.

• Sales Manager

  • Jun 2016 - May 2019

  • Oversaw the Northern California territory, managing sales executives and support staff to achieve both large and small business membership targets with average annual results of up to nearly 50% above target. • Developed sales and performance goals, oversaw salary and incentive planning as well as employee reviews, hiring, development and training of sales team. • Strategized on projects including small group sales, broker market update, program development, marketing and communications.

• Senior Sales Executive

  • Apr 2005 - Jun 2016

  • Strategically leveraged established broker relationships and forged new connections to increase prospect and sales opportunities. • Developed and executed a strategic sales plan to drive sales in a changing market. • Planned, executed and presented bi-annual market education meetings to over 200 brokers in addition to organizing the annual Leadership Roundtable.

• Sales Associate

  • Apr 2005 - Apr 2006

  • Developed strong rapport with sales executives to meet and exceed new business targets and form strategic plan for clients. • Served as a primary contact for requests for proposals for large groups.



Health Net

• United States
• Insurance
• 700 & Above Employee

• Account Services Representative

  • Mar 2003 - Mar 2005

  • Worked with Sales Executive to develop detailed strategic plans to meet client needs. • Evaluated competitive assessments of proposals and created proposal presentations in large group market.