Led cross-functional teams to enhance operational efficiency and service delivery.
Developed strategic plans to align departmental goals with organizational objectives.
Managed staff recruitment, training, and performance evaluations for team development.
Oversaw budgeting and financial planning to ensure fiscal responsibility and sustainability.
Managed and developed e-commerce site and on-line sales
Created and developed marketing and sales processes to lead the industry in new product development.
General Agent
American National Insurance Company
Brentwood
05.2008 - 09.2012
Championed top-performing initiatives in Life and Annuity sales, driving overall company performance.
Attracted and selected elite sales agents in Life and Annuity to enhance team performance.
Developed insurance plans tailored to client needs and preferences.
Conducted thorough market research to identify potential clients and opportunities.
Managed policy renewals and ensured compliance with company standards.
Collaborated with team members to enhance customer service and support.
Facilitated training sessions for new agents on products and services.
Developed the company's marketing process and development for all new agents in the company
General Manager
Mutual Of Omaha
Concord
07.2002 - 10.2007
Developed strategic plans to align departmental goals with organizational objectives.
Managed staff recruitment, training, and performance evaluations for team development.
Oversaw budgeting and financial planning to ensure fiscal responsibility and sustainability.
Implemented process improvements to streamline workflows and reduce operational costs.
Developed Sales and Marketing programs that were embraced and put in place by the entire company
Served on the Executive committee and worked with the president of the company on sales, marketing and compensation plans for agents, sales managers and General Managers
Developed the Northern California Division Office into one of the largest agencies in the company. Taking it from 25th in sales out of 280 to 2nd in the company. While holding the agency to the lowest expense ratio and highest agent retention in the entire company
Distiric Sales Manager
Mutual Of Omaha
Concord
01.1999 - 06.2002
Developed a unit from scratch that led the agency in the first year and every year after in both total sales and agent retention
Developed sales strategies to enhance client engagement and drive revenue growth.
Led training sessions for new sales representatives to improve product knowledge.
Analyzed market trends to identify opportunities for product positioning and expansion.
Collaborated with marketing teams to create promotional materials and campaigns.
Qualified for Field Management Award in the first year for sales and production
Life Insurnace Agent
Mutual Of Omaha
Redding
02.1998 - 01.1999
Assessed client needs to recommend appropriate insurance solutions.
Educated clients on life insurance products and services offered.
Developed and maintained strong relationships with clients and prospects.
Conducted thorough policy reviews to ensure client satisfaction and coverage.
Prepared quotes for prospective customers based on their individual needs.
Provided ongoing support for claims processing and policy inquiries.
Utilized software tools for managing client information and tracking leads.