Experienced insurance agency owner with a proven track record at Velocity Insurance Brokerage, achieving $4.8M in premium sales within three years. Expert in sales management and staff development, leveraging strong leadership and communication skills to train teams and implement automated workflows, driving production and retention in a competitive market.
Overview
12
12
years of professional experience
2
2
years of post-secondary education
Work History
Insurance Agency Owner
Velocity Insurance Brokerage
Westbury, New York
07.2021 - 07.2024
Started a scratch Independent agency in July of 2021, built the book to $4.8m in three years and sold the agency in July of 2024.
Ran all aspects of the agency from sales to service and HR.
Trained all staff in sales, service, agency management systems, and CRM's for over 50 carriers and 12 different states.
Monitored industry trends as well as book trends to identify opportunities to increase production and retention.
Ran weekly sales and service trainings for the sales and service teams in which a mix of statistics, live calls and role playing were used to identify areas in which my agents excelled as well as areas that needed improvement.
Oversaw agency financial management activities including budgeting, forecasting, expense tracking, and revenue generation.
Created and implemented automated workflows within our AMS and CRM systems to increase agency performance.
Insurance Sales Manager
CDTB Agency
New Hyde Park, New York
08.2016 - 07.2021
Worked 1 on 1 with each sales agent to create goals, assess skill level and implement personalized plans to achieve goals.
Conducted weekly group sales meetings to communicate agency developments, discuss agents' sales figures and engage in sales training.
Created and implemented automated workflows within our CRM system to ensure that a certain number of contacts were attempted for all prospects depending on where they were in the sales process and to make sure no lead fell through the cracks by automating x-dating for future contact.
Insurance Sales Agent
GEICO
Woodbury, New York
03.2012 - 08.2016
Sold auto insurance products to individuals via inbound calls.
Actively pursued continuing education opportunities to remain current with industry regulations and trends.
Achieved Chairman status within the first year of employment.
Educated clients on insurance products, and built rapport while perfecting the one call close.