Creative Business Owner and Leader with exceptional background in the Insurance Industry. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams.
Overview
26
26
years of professional experience
Work History
Allstate Insurance Agency Owner
The Golden Insurance Group
08.2015 - 08.2023
Built and operated a successful Allstate Insurance agency which generated over $8.5M in annual premium
Awarded the Countrywide Trusted Advisor Award for Exceptional service (2019)
Handled all aspects of the operations including Human Resources, Sales Management and Marketing
Continually Hired, Onboarded, Coached and Developed a team of Licensed Sales Professionals (LSP) and Customer Service Representatives (CSR)
Chosen to represent the agency force on the Regional Advisory Board
Education Leader, Ivantage Expanded Markets
Allstate Insurance Company
09.2013 - 04.2014
Created overarching education strategy in support of the Expanded Market opportunities for Allstate agencies
Designed and developed blended learning solutions with focused evaluation mechanisms
Evaluated programs and monitored implementation and compliance with regulations to achieve objectives.
Emerging Businesses Education Leader
Allstate Insurance Company
04.2008 - 09.2013
Developed and implemented a curriculum for the specialty product lines for Allstate sales producers
Facilitated virtual ILT sessions for product and technology launches
Created cross functional partnerships for a variety of sales education initiatives
Managed vendors for maintenance and development of online learning courses
Built team from a single resource to a team of 3 direct reports
Agency Distribution Program Manager
Allstate Insurance Company
03.2002 - 04.2008
Performed a wide variety of project based assignments to support the Agency channel.
Developed business requirements for the development of the Allstate Agency portal
Planned and implemented User Acceptance Testing on the technology
Managed the Agency Pay for Service Prospecting and Cross Sell lead generation programs
Developed curriculum and materials for agency employee onboarding
Presented live demonstrations of agency resources at monthly New Agent training sessions
Change Management Analyst and HR Representative
Accenture
02.1998 - 10.2001
Developed technical training documents for internal and external clients
Served as lead HR contact for senior consulting executives at 20+ clients in the US
Managed general HR duties for 150 junior consultants
Led HR policy development initiatives for several global HR functions
Created and integrated new education content in to the HR Policy University Training platform