Experience

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  Comparion Insurance Agency

  • United States
  • Insurance
  • 700 & Above Employee

  • Associate Sales Manager

    • Jan 2020 - Dec 2023
    • Irvine, California, United States

• 

  Liberty Mutual Insurance

  • United States
  • Insurance
  • 700 & Above Employee

  • Assistant Branch Manager - Frisco, TX Branch

    • Oct 2012 - Dec 2019
    • Frisco, TX

    LIBERTY MUTUAL INSURANCE October 2012 – Present Personal Markets ABM Greater Dallas, TX area Created and developed relationships with clients in local communities to promote Auto, Home, and Life insurance policies. Leveraged relationships with multiple Affinity groups targeted customers. Designed and presented Insurance products to Affinity group potential customers and associates. Utilizing organization and interpersonal skills demonstrating negotiation and forming relationships with communities in the State of Arizona. • Averaged monthly sales of 51 through various marketing strategies building network relationships with corporations and multiple communities • Retention increase of 15% by counseling and mentoring policyholders on protection and coverage to promote policy renewals. • Created and implemented incentive programs to increase program goals and increase potential clientele • Triple required production in first PVP cycle, achieved Fast Start Liberty Lamp Lighter Award, Ranked #6 Sales Agent in Arizona

• 

  Sentry

  • United States
  • Insurance
  • 700 & Above Employee

  • Agent

    • Jul 2010 - Sep 2012
    • Phoenix, Arizona Area

    Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. Developed Advantage Program partnerships with several mortgage companies, Fitness Centers, Employee Management Services and Employee Network. Cultivated positive relationships with customers and expanded business through word-of-mouth referrals.  Led group to best production levels in many years. Raised group to top 5% percentile in sales and income from well below those levels.  Earned quarterly bonus after being with the company for just two quarters. Out performed company quota by 200% for four straight quarters. Was ranked in the top 5% of all agents in the company.  Moved into the top 10% after just two quarters. Ranked number 10 out of 300 agents.

• 

  Farmers Insurance

  • United States
  • Insurance
  • 700 & Above Employee

  • District Manager

    • May 2005 - May 2010

    District Manager & Business Principal Farmers Insurance Lead 30± person team of agents, registered security principle, and administrative professionals in all aspects of insurance sales, account management, marketing, and operations throughout Central Oregon. Recruit, hire, train, and mentor high-caliber sales talent. Devise and execute strategies to grow sales and to improve profitability. Oversee payroll, finance, accounting, and HR functions. Establish individual sales goals as well as agency objectives. Plan and manage P&L of more than $20M. Perform networking to expand sphere of influence and contact base.  Transformed quality and composition of sales agents, recruiting and nurturing more than 30 new agents and establishing new physical office locations.  Orchestrated 100% increase in commercial insurance premiums year over year for 5- years.  Secured 300% increase in district-wide, per-agent financial services sales over 5-year span.  Honored with numerous awards and accolades for recruiting and agent development, life insurance sales, and agency performance.  Had an agent qualify for Presidents Council twice, ranking in the top 5% of the national sales force.

  • Reserve District Manager

    • Jul 2003 - May 2005

    Reserve District Manager As RDM I managed all recruiting in my district. Recruited 60+ agents with a 90% blue vase rating. Management of QBP and DARG programs, and district PSA program. Crafted sales and marketing strategies to secure targeted business for property, casualty, life, and health insurance offerings. Performed networking and referral sales to expand pipeline opportunities.  2004 District Statistics: 19 issued and paid per full-time agents, with 60% of the full-time agents producing more than the district average.  Secured 60% increase in district-wide, per-agent life insurance sales over 6-year span.  Honored with numerous awards and accolades for recruiting and agent development, life insurance sales, and agency performance.  Earned Topper Club Award for achieving ranking among Top 10% of national sales force.  Forged alliances with local businesses, business owners, and community leaders to drive awareness and to improve reception for new product launches.  Recognized among Top 25% for all first-year agents in life insurance sales category

• 

  Westwood Center Insurance

  • Corporate Vice President / Commercial Manager

    • Dec 1990 - Jul 2001

    Corporate Vice President / Commercial Manager Manage operations of commercial insurance sales and service. Day to day operations of agency, agency liaison with company representatives. Managed marketing, agent support, agency accounting and client relationships

• 

  FARMERS INSURANCE, WEISBLY & ASSOC

  • Owner

    • Jan 1979 - Dec 1990

    Insurance sales and representation. Property, casualty, health, life and disability. Also commercial specialist while maintaining one of largest Farmer's Agencies in the country