Amberlie Russell
Odessa,FL
Summary
Operations executive with a strong track record in enhancing performance and retention through effective onboarding and process standardization. Expertise in leading large, multi-site teams and managing $500M in premium across 90 agencies. Known for cultivating a culture of accountability and excellence, resulting in improved customer experience and operational efficiency.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President - Operations
NavSav
Remote, FL
04.2024 - 09.2025
- Managed operations for 90 agencies, overseeing 400+ employees and $500 million in premiums for Personal and Commercial lines.
- Developed streamlined onboarding process, reallocating $200k in payroll, achieving 90% success rate.
- Designed and implemented day-to-day processes for Personal and Commercial Lines, creating 100+ page playbooks.
- Established comprehensive leadership consultation framework, enhancing one-on-ones and staff communications.
- Initiated call observation process with standardized flows, automating notes into HR platform to reduce meeting recap time by 75%.
- Created customer experience team focused on cancellations and renewals, improving employee and customer interactions.
- Spearheaded cross-functional team to develop centralized reporting hub for operational performance metrics.
- Cultivated strong relationships with over 400 carriers and key vendors to support business growth.
Manager of Market Sales Associates
Allstate
Remote, FL
10.2021 - 04.2024
- Led and mentored a high-performing team of employee agents to consistently exceed sales targets.
- Drove results in an outbound sales environment through effective KPI tracking and coaching.
- Achieved over 135% production goals by aligning company priorities with employee motivators.
- Earned highest achievement rating on annual performance review in 2023, demonstrating strong leadership.
- Analyzed market trends to identify competitive advantages at the zip code level.
- Created efficiencies by breaking long-term sales goals into achievable daily tasks.
- Nominated as Chair of countrywide council, overseeing sub-committees to implement best practices.
- Empowered sales agents by understanding motivations and providing real-time coaching and accountability.
Design Senior Consultant II
Allstate
Remote, FL
10.2020 - 10.2021
- Oversaw operations and project management across agency evolution, ASA project, FSO council, vendor relations, and customer service.
- Managed 75 FSO distribution lists, marketing initiatives, west zone consultations, team development, and market trend evaluations.
- Directed a $1.7M FSO travel budget, achieving $2M in cost reductions through strategic measures and optimized travel expenses.
- Achieved 90% reduction in sales leader turnover by implementing a strategic program with $770K transition allowance for over 100 sales leaders.
- Led post-Covid RTO project, aligning with Zone Leaders and VPs to ensure safety guidelines for returning sales leaders.
New Agent Education Consultant
Allstate
Largo, Florida
01.2018 - 09.2020
- Consulted with 200+ new agents nationwide, achieving an average of 90+ annual enrollments.
- Conducted thorough assessments of agent production metrics to identify growth opportunities.
- Delivered tailored education solutions to optimize performance and ensure ongoing success.
- Led training sessions at 2020 Virtual Licensed Sales Professional Forum, engaging over 600 attendees.
- Trained 200+ new agents and 800+ exclusive agents across multiple comprehensive courses.
- Facilitated extensive training programs, including New Agent Education and Binding Authority.
- Utilized innovative training techniques to effectively engage diverse audiences.
- Spearheaded educational initiatives that significantly enhanced agent performance.
Financial Advisor
Northwestern Mutual
01.2017 - 12.2017
- Established an independent financial planning practice, generating over $75K in life insurance sales within one year.
- Fostered collaboration with clients to assess short-term and long-term financial goals and situations.
- Supported comprehensive financial plans facilitating informed investment decisions based on client insurance requirements.
- Developed a network of over 500 clients through proactive networking and diligent prospecting efforts.
- Introduced a systematic follow-up process using a robust CRM database to enhance client interactions.
- Strengthened business relationships and increased customer satisfaction scores through consistent communication.
- Delivered tailored financial solutions by accurately determining client needs and exceeding expectations.
- Cultivated a diverse client portfolio by actively generating referrals and leveraging established connections.
New Member Solutions Senior
USAA
Tampa, FL
02.2015 - 12.2016
- Conducted thorough assessments to identify eligibility standards and mitigate fraud risks for military personnel and veterans.
- Liaised with clients to provide guidance on financial products, including insurance and credit solutions.
- Achieved 100% compliance with state banking regulations through proactive understanding of regulatory frameworks.
- Delivered exceptional sales performance with a 60% close rate, averaging over 20 products sold daily.
- Managed 40+ customer calls daily, achieving a 38% close rate through effective upselling techniques.
- Secured a 40-50% success rate in multi-company sales, surpassing peer averages by building strong client relationships.
- Facilitated generational memberships while addressing immediate insurance needs of service members and families.
- Engaged customers to present tailored solutions that effectively met diverse financial needs.
Aerospace Physiology Journeyman
United States Air Force
Columbus, North Dakota
11.2006 - 06.2010
- Spearheaded leadership of $65K construction project for protective storage facility, enhancing pilot and crew safety.
- Administrated annual unit supply budget of $80K, overseeing expenditures and acquisitions for supply account.
- Conducted physiological evaluations on pilots, aircrews, and astronauts to assess physical and cognitive fitness.
- Managed annual training records for 460 student pilots and 16 instructors, ensuring compliance with all lesson objectives.
- Delivered over 200 classroom lecture hours to more than 460 student pilots, building foundational expertise.
- Coached over 30 new pilots monthly through detailed training sessions to enhance practical skills.
- Steered more than 80 hazardous altitude chamber flights to prepare student pilots for high-altitude threats.
- Developed skills and physiological adaptations in student pilots to address challenging situations at altitude.
Education
Master of Business Administration -
Saint Leo University
Saint Leo, FL12.2020
Bachelor of Applied Science - Supervision and Management
Pasco-Hernando State College
New Port Richey, FL12.2016
Skills
- Strategic Planning & Execution
- M&A Integration and Onboarding
- Process Development & Implementation
- Customer & Employee Experience Leader
- Data-Driven Insights & Reporting Automation
- Carrier Relationship Management
- Team Leadership & Development
- Forecasting and KPI Tracking
- Cross-Functional Project Management
- Fostering Company Culture
- Regularity Compliance
- Market Research and Analysis
- End-to-End Project Lifecycle
- SOP Development and Implementation
- Microsoft Office 365 Platforms
Websites
Certification
- 2-20- General Lines License, 01/01/15 - Present
- 2-15- Life, Health, and Variable Annuities, 01/01/17 - Present
Professional Associations
- Board Member, St. Petersburg YMCA Council, 01/01/19 - 12/31/20
- Member, Trinity Women’s League, 01/01/17 - 12/31/19
- AFB Honor Guard, United States Air Force Columbus, 01/01/08 - 12/31/10
Timeline
Vice President - Operations
NavSav
04.2024 - 09.2025
Manager of Market Sales Associates
Allstate
10.2021 - 04.2024
Design Senior Consultant II
Allstate
10.2020 - 10.2021
New Agent Education Consultant
Allstate
01.2018 - 09.2020
Financial Advisor
Northwestern Mutual
01.2017 - 12.2017
New Member Solutions Senior
USAA
02.2015 - 12.2016
Aerospace Physiology Journeyman
United States Air Force
11.2006 - 06.2010
Master of Business Administration -
Saint Leo University
Bachelor of Applied Science - Supervision and Management
Pasco-Hernando State College