Summary
Overview
Work History
Education
Skills
Certification
Languages
Technical Skills
Timeline
Generic

Carmen Galvan

Fort Lauderdale,FL

Summary

Experienced insurance professional with a robust track record in operations, training, and sales. Proven ability to manage large portfolios and enhance agency performance through strategic partnerships and training initiatives. Expertise in driving district-level operations and fostering growth within the insurance sector..

Overview

32
32
years of professional experience
1
1
Certification

Work History

Territory Sales Manager

Bristol West/ Foremost / Farmers Insurance
Davie, Florida
10.2006 - Current
  • Manage a portfolio worth $98 million, overseeing operations for 299 agencies, achieving new business written premium, and loss ratio goals through targeted in-person sales calls, and strategic account planning.
  • Analyze sales and market performance data to identify growth opportunities and guide agency distribution in achieving business potential.
  • Partner with internal underwriting, marketing, claims, and product teams to design and implement strategic sales plans for assigned agencies.
  • Increase agency engagement by improving the percentage of quoting and producing agencies through training, relationship management, and target sales campaigns.
  • Develop new agency partnerships, expanding business development opportunities.
  • Maintain market analysis and competitor intelligence, crafting strategies to sustain a competitive advantage.
  • Deliver high-impact, large-group presentations, town hall meetings, and training workshops (in English and Spanish) to increase agency engagement and production.
  • Translated and adapted training materials into Spanish; produced bilingual promotional videos to support product adoption and agency marketing efforts.
  • Mentored five new hires over six years, enhancing sales team skills and knowledge.
  • Recognized as a multi-year Territory Sales Manager of the Year finalist, with three national awards for sales exceeding growth and profitability targets.

Operations, District Manager, Corporate Trainer

FedUsa Insurance
Fort Lauderdale, Florida
01.1994 - 10.2006
  • Progressed through a series of leadership roles, culminating in positions as Office Manager, District Manager, and Corporate Trainer.
  • Managed operational oversight for a network of 24 offices, including both corporate and franchise locations, across Broward and Dade counties.
  • Directed comprehensive recruiting efforts, streamlined hiring processes, and led performance evaluations, ensuring alignment with organizational standards.
  • Collaborated with the State Manager to implement effective disciplinary procedures, maintaining a strong focus on compliance and professional conduct.
  • Spearhead the development of training materials tailored to both new hires and seasoned employees, fostering continuous professional growth.
  • Oversaw the successful opening and launch of new office locations, demonstrating strong project management and leadership capabilities.
  • Managed day-to-day operations with a focus on sales performance, regulatory compliance, training initiatives, income tax preparation, and title processing.

Education

Bachelor of Arts - International Business Management

Florida Atlantic University
Boca Raton, FL
12-1999

Associate of Arts - Business Administration

Broward Community College
Davie, FL
12-1996

Associate of Arts - Business Administration

Universidad De Lima
Lima, Peru
01-1992

High School Diploma -

Santisitmo Nombre De Jesus
Lima, Peru
12-1989

Skills

  • Portfolio management
  • Strategic marketing
  • Business development
  • Policy training
  • Relationship building
  • Bilingual training development
  • Cross-Functional collaboration

Certification

  • Certified Insurance Counselors (CIC)
  • Certified Professional Insurance Agent (CPIA)
  • General Lines Property & Casualty License (220)

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Technical Skills

  • Salesforce CRM, MS Excel, PowerPoint, Word, Data Analytics Tools

Timeline

Territory Sales Manager

Bristol West/ Foremost / Farmers Insurance
10.2006 - Current

Operations, District Manager, Corporate Trainer

FedUsa Insurance
01.1994 - 10.2006

Bachelor of Arts - International Business Management

Florida Atlantic University

Associate of Arts - Business Administration

Broward Community College

Associate of Arts - Business Administration

Universidad De Lima

High School Diploma -

Santisitmo Nombre De Jesus

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