Nicholas Illanes
Chino Hills
Summary
Client-focused Account Executive with 6+ years of commercial and personal lines insurance experience. Proven success managing a $2.2M book of business while maintaining a 95% retention rate through strategic account management, risk analysis, and proactive client service. Skilled in negotiation, coverage placement, cross-selling strategies, and carrier communication. Recognized for professionalism, operational efficiency, and the ability to translate client needs into tailored insurance solutions that drive revenue and long-term loyalty.
Overview
18
18
years of professional experience
Work History
Account Executive
Dickerson Agency
Costa Mesa
09.2021 - Current
- Manage a $2.2M commercial and personal lines book, maintaining a 95% retention rate through ongoing client engagement and renewal strategy.
- Conduct risk assessments and coverage reviews to identify exposures, resulting in increased cross-sell conversions and improved policy alignment.
- Negotiate policy terms and pricing with carriers to deliver competitive and comprehensive insurance programs.
- Lead renewal meetings, coverage explanations, and account service follow-ups, strengthening client trust and retention.
- Recognized by leadership for contributing to agency growth and operational consistency.
Sales Manager
Erika's Insurance
Ontario
12.2020 - 08.2021
- Supervised and trained sales staff, improving conversion rates and operational performance.
- Launched cross-selling initiatives that increased multi-policy bundling and average revenue per policyholder.
- Oversaw daily agency compliance, customer service standards, and sales objectives.
Insurance Agent
Freeway Insurance Services, Inc.
San Bernardino
12.2018 - 06.2020
- Educated clients on coverage options, underwriting requirements, and policy structures to support informed purchasing decisions.
- Maintained strong account relationships through consistent communication and renewal support.
- Cross-sold auto, home, and specialty lines, contributing to agency revenue and customer retention.
- Assisted clients through claims processes, ensuring timely resolution and customer satisfaction.
Owner/Operator
Rogue Combat Academy
Medford
01.2013 - 04.2018
- Founded and operated a fitness facility overseeing budgeting, staffing, membership growth, and brand development.
- Increased annual membership revenue through targeted community outreach and promotional strategy.
- Managed training programs, customer relations, and business expansion initiatives.
Forward Observer
U.S. Army
Fort Hood
04.2008 - 04.2011
- Delivered precision targeting intelligence to support mission execution.
- Coordinated with leadership to ensure accuracy and timely communication in high-pressure operations.
- Recognized for discipline, teamwork, and tactical communication.
Education
Bachelor of Science - Construction Management
ITT Technical Institute
Indianapolis, INAssociate of Science - Computer Drafting & Design
ITT Technical Institute
Indianapolis, INSkills
- Commercial & Personal Lines
- Risk Assessment & Exposure Analysis
- Client Relationship Management
- Carrier Negotiation & Renewals
- Coverage Placement & Program Design
- Cross-Selling & Portfolio Growth
- Account Retention Strategy
- CRM & Policy Management Systems
- Bilingual: English & Spanish
Languages
- English
- Spanish
Licenses
Property & Casualty Licensed
Licensing
Property & Casualty Insurance, Active
Timeline
Account Executive
Dickerson Agency
09.2021 - Current
Sales Manager
Erika's Insurance
12.2020 - 08.2021
Insurance Agent
Freeway Insurance Services, Inc.
12.2018 - 06.2020
Owner/Operator
Rogue Combat Academy
01.2013 - 04.2018
Forward Observer
U.S. Army
04.2008 - 04.2011
Bachelor of Science - Construction Management
ITT Technical Institute
Associate of Science - Computer Drafting & Design
ITT Technical Institute