Results-oriented Insurance executive with demonstrated record of accomplishment in streamlining operations, increasing profits and maximizing market penetration. Decisive leader promoting operational improvements, market expansion, and positive corporate culture as keys to success.
Overview
23
23
years of professional experience
2
2
Certifications
Work History
President
A-MAX Insurance Services
06.2022 - Current
Recruited to lead the turnaround of under-performing independent insurance agency acquisition
Increased net profit 12% YOY (2024 v 2023)
Manage 7 sales and operation leaders throughout the U.S.
Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
Adopted cutting-edge technologies to improve productivity levels within the organization.
Enhanced company performance by implementing strategic plans and overseeing daily operations.
Modified agency sales team and procedures
Collaborated with principals to create a re-brand strategy
Redesign agency from personal lines to commercial/personal lines insurance
Using my 20+ years of C-Suite contacts, negotiated contracts with insurance carriers to provide multiple options for our clientele
Managed crisis situations effectively while minimizing disruption to daily operations.
Business Consultant
USTG SOLUTIONS
01.2019 - 12.2022
Evaluated existing business models, identifying areas of improvement to increase revenue generation potential.
Created start-up of retail call center for insurance company
Developed complete business plans and operational strategies for new and existing business.
Delivered successful projects within tight deadlines, ensuring consistent client satisfaction and timely project completion.
Trained and coached agents
Identified growth opportunities for clients by conducting thorough financial and risk assessments.
Developed procedures for D2C sale of insurance products and add-ons
Recruited, trained, and coached the new commercial insurance agents
Improved operations transitioning agency management systems
Recruited an offshore call center to administer lead generation and back-office support
Improved marketing to drive lead growth
Developed an internal team to negotiate with lead aggregators and online marketing agencies to drive CPL to targeted levels
Enhanced team productivity by providing guidance on effective time management and prioritization techniques.
Built systems to track effectiveness of brand and direct response advertising
INDEPENDENT AGENCY OWNER
Anytime Coverage Insurance Services/30 Day Coverage Services
01.2017 - 09.2021
Company Overview: Niche startup independent insurance agency
Designed online sales platform to increase sales for auto dealers
Created reports to measure revenue from daily sales, premiums, and fees
Created a business plan and negotiated contracts with insurance carriers, web designers, credit card processors, accounting software, and large automotive dealership groups
Grew revenue YOY from start-up with program running at 52% loss ratio
Formed partnerships with auto dealers, F&I software companies, and service contract providers granting 30-day insurance access to more than 2,000 auto dealers in California and a platform to offer the company’s services nationally
Acquired in September 2021
SENIOR VICE PRESIDENT SALES OPERATIONS, USA, AND MEXICO
Confie/Freeway Insurance
01.2014 - 12.2017
Company Overview: Largest independent personal lines insurance agency in the USA
Managed 9 VP direct reports. Oversaw the sales and operations teams throughout the US and Mexico
Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
Oversaw divisional marketing, advertising and new product development.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Devised and presented business plans and forecasts to board of directors.
Tasked to design the sales, service, and reporting functions and execute the transition from several agency management systems into one
Led an executive team of five that designed the CRM Policy Management system
Managed and collaborated with third party vendor that designed the functionality and reporting of AppOne, the CRM Policy Management system, completed UAT (user acceptance testing), and trained the sales management team to achieve a successful national rollout performed with no disruption to business revenue
PRESIDENT OF SALES, SOUTHWEST USA, AND MEXICO
Confie/Freeway Insurance
01.2006 - 12.2014
Company Overview: Largest independent personal lines insurance agency in the USA
Led the sales division in Southwest USA (California, Arizona, and Nevada) and Mexico
Following company’s purchase by a private equity firm Abry Partners, tasked to help diversify the business model
Led the personal lines auto sales division with 900 reports to annual revenues over $75M
Designed the health sales management system
Constructed a new revenue model through national English and Spanish direct response radio advertising
Established a Healthcare initiative that provided $2.7M incremental revenue in 2013/2014, a 70% increase over budget
Negotiated contracts with health insurance carriers Kaiser, Anthem Blue Cross, and Molina, that provided both premium commissions as well as funding for $1.5M of marketing
Built a separate contact center in Mexico of 30 facilitators, licensed agents, and supervisors that began driving $250K in revenue within four months and with a projected annual revenue of $2.7M, a 20% increase on the budgeted goal
Achieved 15 consecutive quarters of PL sales growth from 2011 to 2014
YOY 2013 – 2014 EBITDA of 23% to goal of 15%
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
SENIOR NATIONAL ACCOUNT EXECUTIVE
Who’s Calling, Inc
01.2002 - 12.2006
Company Overview: Tracking and measuring marketing through online and traditional advertising
Opened a new vertical space in media industry offering online/offline advertising tracking and reporting
Achieved revenue of $1.85M in 2005 to a budget of $1.2M, a 50% increase of the targeted goal by utilizing call tracking and customer data services through traditional media (tv, radio and print) and online tracking through ClickPath software
Awarded National Salesperson of the year 2005
Tracking and measuring marketing through online and traditional advertising
Managed a diverse portfolio of high-profile accounts while consistently exceeding sales targets each quarter.