Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Accomplishments
Certification
Websites
References
Timeline
Generic
Anthony Huerta

Anthony Huerta

Oxnard,United States

Summary

Territory Sales Manager with extensive experience at EMPLOYERS Insurance, skilled in cultivating agency partnerships and implementing growth strategies. Achieved consistent double-digit increases in new business premiums year-over-year while enhancing team collaboration and utilizing both industry experience and market insights to identify new business opportunities. Focused on delivering results and surpassing performance targets.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Territory Sales Manager

EMPLOYERS Insurance
Oxnard, CA
07.2022 - Current
  • Design and carry out sales strategies that align with underwriting and financial objectives, achieving results beyond territory goals.
  • Established solid connections with key decision-makers across distribution partners within the territory.
  • Acute understanding and awareness of the territory's cultural demographics.
  • Delivering professional presentations at client meetings to highlight company offerings.
  • Produce detailed reports analyzing sales performance against management targets.
  • Implement market research and competitive analysis to reveal growth opportunities within territory.
  • Track competitor activities and pricing strategies within the assigned territory.
  • Amplify brand recognition by showcasing product benefits to distribution partners during industry events and promotional activities.
  • Research new technologies that enhance operational efficiency internally, within the organization, and among distribution partners.
  • Monitor external market trends for innovative products, and procedural enhancements.
  • Foster continuous collaboration with underwriting team alongside diverse internal teams to improve efficiencies and exceed production plan objectives
  • Execute regular agency calls to optimize production efforts, and keep distribution partners informed about company offerings.
  • Facilitate routine agency production reviews and actionable recommendations stemming from evaluations to support the development of effective action plans.

VP, Commercial Sales and Underwriting

CoverHound / CyberPolicy
Westlake Village, CA
11.2020 - 01.2022
  • Developed and executed strategic plans to support the vision of the organization.
  • Led multi-million dollar gross written premium (GWP) sales and underwriting team, collaborating with executive leadership on growth strategies.
  • Implemented best practices to enhance internal systems and develop responsible budgets toward improvements
  • Transformed departmental sales operations through aggressive process overhauls, focusing on quality and efficiency.
  • Researched complex business issues and insurance compliance, recommending strategic corrective actions.
  • Realized annual GWP average of $1.025M per sales agent, demonstrating consistent 20% YoY increase from 2020-2022.
  • Preserved industry-high 80 NPS (Net Promoter Score) while in role by implementing structured and team-oriented strategies that set organizational standards for superior client engagement.
  • Reviewed reports from functional areas to assess progress towards organizational goals.
  • Compiled, assessed, and shared sales reports outlining performance benchmarks and aligning cross-departmental efforts to reach sales goals.
  • Communicated regularly with stakeholders to provide updates on UX enhancements for proprietary CRM/AMS integrations.
  • Analyzed market trends to identify opportunities for growth within existing markets or new ones.
  • Advised senior executives on approaches for resolving complex issues impacting operations.
  • Created effective communication strategies between management team members and employees at all levels of the organization.
  • Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.

Director of Commercial Sales/Product Underwriting

CoverHound / CyberPolicy
Westlake Village, CA
04.2019 - 11.2020
  • Oversaw commercial sales, underwriting support, and commercial associate teams.
  • Negotiated coverage, policy pricing, and service delivery with carrier partners.
  • Represented company professionally in engagements with stakeholders and constituencies.
  • Coordinated across departments to clarify information and enforce procedures, enhancing agency operations.
  • Collaborated with team members and leaders to identify solutions that improved sales and client experience.
  • Provided executive team with insights on agency growth goals and project progress.
  • Monitored changes in federal, state, and local regulations affecting property and casualty insurance.
  • Addressed regulatory challenges by consulting with subject-matter experts.
  • Monitored competitors' activities to stay ahead of the competition in terms of products and services offered.

Commercial Sales Underwriting Support Manager

CoverHound / CyberPolicy
Westlake Village, CA
11.2017 - 04.2019
  • Evaluated policy applications using sales agents' insights and customer history to assess risk levels.
  • Reviewed and classified applications, enhancing support for sales teams and client coverage solutions.
  • Coordinated with sales staff to develop strategies for addressing potential risks associated with clients' requests.
  • Maintained up-to-date knowledge of relevant laws, regulations, and industry best practices.
  • Collaborated with diverse teams and partners to achieve sales objectives and resolve product-related issues.
  • Monitored team performance and analyzed processes to uncover improvement opportunities.
  • Provided leadership and mentorship to new hires, educating them on marketing and partnership agreements.
  • Resolved any issues that may arise during the underwriting process.
  • Collaborated with legal counsel on complex claims or disputes involving coverage or denial of coverage decisions.
  • Created internal policies and procedures related to the underwriting process.

Commercial Sales Manager,

CoverHound / CyberPolicy
Westlake Village, CA
09.2016 - 11.2017
  • Led daily operations of multi-million-dollar commercial divisional operations.
  • Developed and launched agency's entry into commercial insurance sales market.
  • Monitored competitors' activities to stay ahead of the competition in terms of products and services offered.
  • Provided technical advice regarding products or services being sold.
  • Recruited, trained, coached, and managed sales personnel.
  • Implemented packaged sale programs for various products to increase profits.
  • Performed regular employee evaluations by calling clients and surveying experiences.
  • Created detailed reports on sales performance metrics for management review.

Personal Lines Sales Team Lead

CoverHound
Westlake Village, CA
03.2015 - 09.2016
  • Upheld compliance and company values, consistently exceeding monthly team objectives.
  • Maintained professionalism under pressure, effectively diffusing conflicts with dissatisfied customers.
  • Trained new agents on industry best practices and company policies to enhance performance.
  • Collaborated with upper management to drive operational productivity improvements.
  • Evaluated existing processes within the department and identified areas where improvements could be made.
  • Coached and mentored sales representatives on best practices, customer service, and product knowledge.
  • Participated in continuing education activities to stay abreast of the latest developments in the industry.

Personal Lines Insurance Advisor

CoverHound
Westlake Village
05.2013 - 03.2015
  • Analyzed customer feedback to shape strategies for long-term business objectives.
  • Assessed customer risk levels and recommended suitable coverage options.
  • Provided advice to clients on the most suitable insurance policies for their individual needs.
  • Advised customers on minimizing risks related to assets.
  • Increased sales through consultative approach and strong relationship building, achieving top three ranking in agency performance.
  • Maintained consistently high feedback ratings from customers.
  • Maintained accurate records of client profiles, policy details, and payment histories.
  • Identified cross-selling opportunities through analysis of customer data.
  • Processed applications for new policies including verifying eligibility criteria.

Insurance Agency Owner

Farmers Insurance Company
Ventura, CA
03.2010 - 03.2013
  • Managed agency operations, overseeing lead generation, sales, marketing, budgeting, and payroll.
  • Cultivated strong client relationships to enhance loyalty and meet service needs.
  • Reviewed insurance policies for accuracy and completeness to ensure compliance.
  • Guided customers in completing paperwork for policy changes and claims processing.
  • Educated clients on various insurance products to facilitate informed decision-making.

Alarm System Sales / Technician

Draganchuk Alarm Systems
Ventutra, CA
03.2007 - 07.2010
  • Cultivated, reviewed, and engaged sales leads gained through direct referrals, networking, marketing, cold calling, and lead databases.
  • Facilitated client appointments and consultations to determine unique needs and improve insights for applying professional recommendations on fire, life, and security system installations.
  • Installed, tested and provided client instruction of alarm systems in residential and commercial settings.
  • Collaborated with other technicians to complete large-scale projects efficiently.
  • Maintained accurate inventory records of all materials used in installations or repairs.
  • Reviewed blueprints and diagrams to identify locations where security devices should be placed.
  • Performed repairs on malfunctioning components of alarm systems.

Branch Sales Manager

Countrywide Bank
Santa Barbara, CA
02.2006 - 03.2007
  • Oversaw branch performance, executed sales activities within affluent geographical territory, established a robust customer base, and fostered highest customer satisfaction ratings.
  • Served as a liaison between customers and upper management when needed for complex matters or disputes resolution.
  • Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
  • Maintained confidentiality of all banking records and transactions.

Education

Bachelor of Science - Business Management

San Jose State University
San Jose, CA
06-2005

Skills

  • Partnership and business development
  • Territory growth strategies
  • Product sales expertise
  • Market research and analysis
  • Performance goals management
  • Team collaboration and leadership
  • Competitive analysis techniques
  • Agency collaboration

Languages

Spanish
Professional

Affiliations

  • Physicial fitness
  • Watching Live Sports
  • Cooking
  • Bartending
  • Traveling with wife and kids

Accomplishments

  • 2024 EMPLOYERS “Top Gun” New Business Sales Award recipient

Certification

  • CA Insurance License #0G91380
  • Commercial Insurance 201 Exposure Analysis Certification

References

References available upon request.

Timeline

Territory Sales Manager

EMPLOYERS Insurance
07.2022 - Current

VP, Commercial Sales and Underwriting

CoverHound / CyberPolicy
11.2020 - 01.2022

Director of Commercial Sales/Product Underwriting

CoverHound / CyberPolicy
04.2019 - 11.2020

Commercial Sales Underwriting Support Manager

CoverHound / CyberPolicy
11.2017 - 04.2019

Commercial Sales Manager,

CoverHound / CyberPolicy
09.2016 - 11.2017

Personal Lines Sales Team Lead

CoverHound
03.2015 - 09.2016

Personal Lines Insurance Advisor

CoverHound
05.2013 - 03.2015

Insurance Agency Owner

Farmers Insurance Company
03.2010 - 03.2013

Alarm System Sales / Technician

Draganchuk Alarm Systems
03.2007 - 07.2010

Branch Sales Manager

Countrywide Bank
02.2006 - 03.2007

Bachelor of Science - Business Management

San Jose State University

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Anthony Huerta