Daniel Pena

Managed business results in a sales area with 230+ agency owners and 7 district sales managers, driving over $500M in premiums. Worked with internal and external stakeholders to ensure smooth product delivery, enhance customer experience, achieve sales growth, and maximize profitability.

• Achieved success in creating effective auditing systems for analyzing trends and detecting agent business performance.
• Conducted initial investigations into possible contract violations, oversaw underwriting alerts, and conducted agent interviews for potential contractual issues.
• Monitored and addressed customer experience issues and consumer feedback by providing necessary solutions.

Strategically supported the Area Sales Manager in developing and executing area strategies, ensuring achievement of key metrics such as new agent appointments, profitability, market development, agent productivity, and succession planning.

• Presented monthly business results to Executive Team, collated and interpreted data, collaborated with product team and other departments to discuss issues and escalations, and influenced future pricing.
• Assessed broker and executive complaints, negotiated relationships to support longevity in connections, resolved arising issues, and provided follow-up strategies.
• Increased sales targets by successfully partnering with new agencies and managing agency placement.

Specialized in Personal Lines Insurance and assisted over 350+ agents in the San Antonio area. Responsibly managed sales results, marketing campaigns, sales training, and sales promotions.

• Achieved successful execution of sales strategy to maximize agent performance in a competitive market.
• Delivered comprehensive sales training programs that enhanced team performance and drove significant revenue growth by providing tailored coaching and skill development.
• Developed and executed comprehensive sales training curricula which yielded enhanced sales techniques, bolstered conversion rates, and heightened customer satisfaction across the region

Consulted with Farmers agency owners on marketing, sales, and service operations to achieve business goals. Analyzed data, identified trends, and recommended strategies to boost agency profitability. Coordinated State Office and Division events for the distribution force in South Texas.

• Tracked marketing initiative results and created dashboards for stakeholder sharing.
• Leveraged various marketing tactics and tools to optimize lead conversion and quality across multiple channels.
• Implemented initiatives to increase brand awareness and engagement with agency owners.