Agency Owner

• 2019 - Present

• Jul 2018 - Nov 2019

- Recruitment of new agents, in accordance with laid down regulations-Remain current on coverage, forms and rates to effectively address customer’s insurance needs-Establish client relationships -Proactively reach out to existing clients and qualified prospects using proven techniques which include account rounding, value added policies and obtaining referrals-Market insurance products to new and existing customers -Develop and articulate production goals

• Jul 2015 - Jul 2018

At Hawk’s Bay Insurance, our focus is security – for you and the things that are important to you. When it comes to your personal insurance options, I will conduct a risk assessment with you, advise you on your coverage necessities and recommend ways to reduce your risk of loss.•Partner with Sales manager and Outside Territory Managers to create strategies toward achieving sales objectives.•Monitor assigned agency results, establish proactive outbound call plan and return inbound calls •Develops knowledge of the local market dynamics for business development opportunities for personal product lines.•Help the Agency grow by using counseling selling techniques to sell insurance products to new customers.• Classify prospective clients through proven lead methods• Advice clienteles and policyholders on needs of personal protection and coverage • Develop and maintain business relationships with policyholders in the Dallas Fort-worth community and surrounding areas• Strong interpersonal skills while developing affiliations with key decision-makers in organizations• Demonstrates goal setting and plan to attain quality new business quoted and written within company guidelines • Upholds extraordinary professionalism in a fast-paced environment•Conducts sales and review appointments with prospective and current customers.•Develops, maintains, and fosters community contacts to increase agency visibility and maximize new business opportunities Show less

Director of Operations

• Mar 2011 - Aug 2015

• Works closely with cross functional internal planning teams to develop goals. Explains mission, and increase team leadership. • Provide financial support in accordance with internal control, GAAP, and Federal NCLB/SES financial policies. • Develop change management strategies, conduct stakeholder and impact assessments plans. • Work with the finance team on yearly forecasting efforts • Financial statement analysis • Maintains organization's effectiveness and efficiency by defining, delivering, and supporting strategic plans for implementing web based curriculum (COMPASS LEARNING & STUDY ISLAND). • Undertake impact assessments and develop transition strategies. • Observe & adhere to time frames for all change management milestones. • Develop & plan training for EZSES management system & CAYEN management system. • Review change management approach and make recommendations for improvement. • Works closely with senior management to introduce new management tools & implement it. • Maintains organization's effectiveness and efficiency by defining, delivering, and supporting strategic plans for implementing web based curriculum. • Develops compliance organizational strategies by contributing information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives. • Works with company’s finance team to prepare budgeting for future projects. • Ensures compliance with all federal, state, and local health, safety, and civil rights laws • Coordinate between different departments regarding Finances • Manage monthly assessments and forecasts of organization's financial performance against budget, financial and operational goals. Show less