Forward-thinking Vice President of Operations dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Vice President of Operations
CannGen Insurance Services, LLC
01.2019 - Current
Streamlined operational workflows to enhance efficiency and reduce processing time.
Led cross-functional teams to implement strategic initiatives aligned with company objectives.
Collaborated with senior leadership to formulate long-term operational strategies that drive growth.
Oversaw the implementation of new technologies to optimize business processes and enhance service delivery.
Developed and executed training programs to elevate staff performance and ensure compliance.
Analyzed key performance metrics to identify areas for operational improvement and cost reduction.
Personal Lines Account Manager
Abram Interstate Insurance Services, Inc.
04.2015 - Current
Analyze all new lines of business to determine acceptability by applying company policies to control, restrict, or decline these offers
Prepare letters, memos and legal documents to Retail Agents and Clients regarding inspection issues, coverage increases
Utilize Microsoft office to prepare finance offers and generate homeowners proposals
Write and present new business offers using my best judgment on coverage limits and policy rates
Strive to independently hit my sales goal while working with the rest of the office to collaboratively hit the companies overall budgetary goals
Evaluate results from home inspections, discuss proposed solutions with Retail Agent and take appropriate policy action
Track new and pending policy changes to coverage, rates and procedures to ensure I am accurately adhering to company guidelines
Prepare quotes using multiple computer rating software systems (FSC, ITC, carrier websites, Rate Matrix’s)
Generate and mail all renewal offers for Topa Homeowners and Dwelling Fire Insurance policies
Pexa Insurance Agent/Broker
Trip Wilson Insurance Agency
05.2012 - 11.2014
Courteously greeted customers and efficiently managed all inquires and requests including filing a claim, collecting a payment and preparing a quote in a timely manner
Collected payments in person and on the phone and applied them to the customers account
Demonstrated excellent phone etiquette, professionalism and composure to represent the Agency in a positive way
Used negotiation and persuasion skills to sell an insurance policy to a prospect on a daily basis
Facilitated electronic and hard copy filing system for all correspondence with insurance clients
Maintained highly sensitive and confidential information including social security numbers, financial information and client criminal background
Strong competency in computer-based software applications and multiple insurance operating systems., Enter, edit and retrieve data to prepare accurate insurance proposals in a timely manner
Customer Service Representative
Geoff Cook Insurance Agency, Farmers Insurance
07.2009 - 11.2011
Responsible for all personal accounts of insurance for 900 clients
Developed a strong knowledge of any and all lines of Farmers Insurance as well as their subsidiaries
Adhered to company guidelines while effectively selling their services
Successfully generated documents with accelerated deadlines for Personal Lines and Commercial clients
Created office manual and trained co-worker on Farmers Insurance quoting software
In charge of closure of all accounts receivable at the end of each workday
Provided direct support for the Agent by scheduling meetings/appointments, maintaining electronic calendar and preparing materials for client meetings
Education
Bachelor of Arts - Communication Studies, Minor: Psychology
Sonoma State University
Rohnert Park, CA
01-2008
Skills
Strategic planning and execution
Organizational development
Operations oversight
Teamwork and collaboration
KPI tracking
Certification
Licensed in Fire and Casualty Insurance in the State of California, License #0G91167
Timeline
Vice President of Operations
CannGen Insurance Services, LLC
01.2019 - Current
Personal Lines Account Manager
Abram Interstate Insurance Services, Inc.
04.2015 - Current
Pexa Insurance Agent/Broker
Trip Wilson Insurance Agency
05.2012 - 11.2014
Customer Service Representative
Geoff Cook Insurance Agency, Farmers Insurance
07.2009 - 11.2011
Bachelor of Arts - Communication Studies, Minor: Psychology