Calvin R. Estrada
Westminster,CO
Summary
Proven leader in insurance sales and customer service, adept at business development and strategic planning. At Safeco Insurance Company, I spearheaded marketing campaigns and managed over 200 agencies, significantly contributing to the territory's growth. Skilled in staff training and revenue generation, I consistently exceeded sales goals, achieving the Million Dollar Club status in 2021 and 2022.
Overview
8
8
years of professional experience
Work History
Personal Lines Territory Manager I
Safeco Insurance Company
Denver, CO
05.2021 - Current
- Managed 200+ agencies in multiple states of the Mountain Region (CO, NM, NV, UT, and AZ).
- I consulted with agency partners on Safeco products, processes, and resources.
- Utilized programs to promote new business growth and staff development.
- Trained newly appointed agencies and sub-locations of aggregators.
- Developed marketing campaigns to meet specific sales goals.
- Assisted with partners' marketing initiatives and events.
- Collaborated with internal partners to solve issues and capitalize on opportunities.
- Connected my experience as a personal lines agent with my partners
- Assisted with group training sessions and local UW webinars
- Conducted in-person meetings, trainings, and presentations to build relationships with agency partners
- Currently managing one of the largest territories in the country.
- 2021 and 2022 Million Dollar Club for Book Transfer.
- Coordinated trade shows and other promotional events to raise brand awareness in the territory.
Producer- Licensed General Lines Agent / Customer Service Representative
01.2020 - 05.2021
- Counseled prospective clients for all personal lines and commercial lines
- Sold Personal Lines and Commercial Lines Insurance through multiple carriers
- Serviced Personal and Commercial policies through multiple carriers
- Reviewed renewals for current customers to determine best course of action
- Counseled current clients of coverage value
- Developed coverage sales point sheets for main carriers
- Reviewed cancellations that were not requested (ex
- Nonpayment)
- Counseled and assisted customer with claims situations
Inside Property Claims Specialist, Catastrophe
Liberty Mutual Insurance
Plano, Texas
05.2018 - 11.2019
- Listened to customers experiences and delivered best course of action to deliver the highest quality customer service
- Assessed customer’s needs at the time of loss and implemented appropriate course of action (emergency services, additional living costs, temporary housing, etc.)
- Handled complete communication with the customers throughout the entire claims process with care and compassion
- Investigated the policy to determine if coverage can be afforded
- Reviewed field adjuster’s inspection reports, photos and other documents to determine coverage and estimated repairs
- Created peace of mind by consulting with customers on the entire claims process and next steps
- Negotiated with contractors on the agreed cost of repairs to ensure 'we pay what we owe'
- Strived for a positive customer experience; even when coverage was not afforded
- Explained the coverage decision to customers and offered post settlement assistance
- Reviewed quotes and invoices from contractors and issued payments timely and accordingly
- Collaborated with team members and mentored new hires
- Awarded 'Rookie of the 3rd Quarter 2018'
- Awarded month of April’s CPQS winner (Exceptional Customer Service Award)
- Awarded month of May MVP (Metric based award)
- Awarded Q2 Customer Experience Award
- ILTR YTD: IA paid: 80% (goal of 55%); Deliver Superior Outcomes: DNM 8.3% (goal below 10%)
- Volunteered on the Social Committee to drive employee engagement
- Apart of the Supplement Committee and Claims Ambassadors Committee
Producer – Licensed P&C Agent
Charles Tomberlain Insurance Agency
Longview, Texas
05.2017 - 05.2018
- Interned during the summer of 2017 (Licensed April 2017)
- Counseled prospective clients on all personal lines property and casualty insurance products and coverages
- Sold Personal Lines Insurance
- Services Personal Lines Business
- Counseled and assisted customers with claims (helped prevent future loss, how to turn in the claim, helped them through the process)
- Networked in the community for lead sources
- I continued to sell and service business for Tomberlain Insurance throughout the state of Texas
- I sell multiple products through several different insurance companies
- I discovered my passion for selling and helping people during my time with Tomberlain Insurance
Education
Bachelor’s Degree - Business Marketing
Sam Houston State University
Huntsville, TX05.2018
Skills
- Goals and performance
- Improvement planning
- Product positioning
- Business development and planning
- Business management
- Revenue generation
- Staff training
- Strategic business planning
- Sales presentations
- Sales leadership
- Pipeline development
References
- Dan Klith, President Rocky Mountain Region, Glenwood Insurance Agency, Glenwood, CO, Dan.Klith@glenwoodins.com, 623-236-5693
- Frank Fite, Owner/ Principal Agent, Fite Agency, Rockwall, TX, Frank@fiteagency.com, 972-772-0540
- Brian Brown, Claims Representative, Liberty Mutual Insurance, Plano, TX, Brian.Brown@Libertymutual.com
Timeline
Personal Lines Territory Manager I
Safeco Insurance Company
05.2021 - Current
Producer- Licensed General Lines Agent / Customer Service Representative
01.2020 - 05.2021
Inside Property Claims Specialist, Catastrophe
Liberty Mutual Insurance
05.2018 - 11.2019
Producer – Licensed P&C Agent
Charles Tomberlain Insurance Agency
05.2017 - 05.2018
Bachelor’s Degree - Business Marketing
Sam Houston State University
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