Summary
Overview
Work History
Education
Accomplishments
Certification
Timeline
Generic

Devin Riley

Insurance Manager/Sales
Placentia,CA

Summary

A result driven, dedicated professional with a solid work experience in the Property & Casualty Insurance field. Resourceful, reliable and pragmatic executive with a broad knowledge in Insurance sales, marketing and management functions. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.

Overview

2026
2026
years of professional experience
2
2
Certifications

Work History

Director of Insurance Services

Financial Partners Credit Union
04.2022 - Current
  • Resolved issues and recommended actions based on production and compliance reports.
  • Oversee all insurance company relationships and attain new Carrier appointments.
  • Staffing and training. (Daily sales meetings and sales goals).
  • Marketing).
  • Structuring of daily operations, implementing goals, agency forms,
  • Managing web-based CRM and Rating Software (SalesForce, FSC, Hawksoft, Ez Lynx, Applied ART, etc)
  • Building and maintaining company websites
  • Creative Marketing and advertising concepts to generate leads and agency branding
  • Increased efficiency by analyzing data and maximizing opportunities for improved productivity across several areas.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Increased company revenue by streamlining processes and implementing cost-saving measures.

Sales Director

InsurTech/Ebuy Insurance
12.2018 - Current
  • SEO Optimization/Digital Marketing
  • PPC advertising
  • Accounting
  • Selling Auto, Home and Business Insurance
  • Manage and update blogs on website and social media
  • Develop new carrier relationships
  • Manage CRM software
  • Set up new KPIs and Statistics profit loss management
  • Creative marketing
  • Acquiring new insurance carrier app
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed team of sales representatives, providing guidance, coaching and support.

Vice President

Covenant Insurance
10 2009 - 8 2018
  • Resolved issues and recommended actions based on production and compliance reports.
  • Oversee all insurance company relationships and attain new Carrier appointments.
  • Staffing and training. (Daily sales meetings and sales goals).
  • Started agency from scratch (licensing, carrier appointments, E&O,
  • Marketing).
  • Structuring of daily operations, implementing goals, agency forms,
  • Managing web-based CRM and Rating Software (FSC, Hawk soft, EzLynx, AMS360, Turbo Rater and others).
  • Creative Marketing and advertising concepts to generate leads and
  • Agency branding.
  • Increased efficiency by analyzing data and maximizing opportunities for improved productivity across several areas.
  • Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
  • Held monthly meetings to create business plans and workshops to drive successful business.

Principal

Auto Coast Insurance
03.2007 - 10.2009
  • Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Profit and Loss (management by statistics).
  • Creative Marketing and built successful agency website.
  • Opened five offices in one year.
  • Marketing and appointing insurance carriers.
  • Recruiting and trained agents.
  • Designed underwriting and quality control systems.
  • Integrated new media and web advertising initiatives into client's marketing strategies to enhance brand awareness.

Sales Director

Answer Financial
09.2005 - 03.2007
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Held weekly meetings with insurance agents to identify techniques to overcome sales obstacles.
  • Supervised sales team of 45 people, stepping in to support employees and deliver smooth sales processes for clients.
  • Sales training and coaching
  • Established pricing strategies to maintain competitive pricing and maximize profits.
  • Connected with prospects through trade shows, cold calling and local-area networking.
  • Established strong partnerships with industry influencers to expand brand recognition and drive business growth.
  • Launched new products successfully into the market, coordinating marketing initiatives and comprehensive sales campaigns.

General Manager

Southwest Dealers
11.2003 - 09.2005
  • Resolved issues and recommended actions based on production and compliance reports.
  • Oversee all insurance company relationships and attain new Carrier appointments.
  • Staffing and training. (Daily sales meetings and sales goals).
  • Started agency from scratch (licensing, carrier appointments, E&O,
  • Marketing).
  • Structuring of daily operations, implementing goals, agency forms,
  • Templates and schedules.
  • Managing web-based CRM and Rating Software (FSC, Hawksoft, Ez
  • Lynx, AMS360, Turbo Rater and others).
  • Creative Marketing and advertising concepts to generate leads and
  • Agency branding.
  • Increased efficiency by analyzing data and maximizing opportunities for improved productivity across several areas.

Regional Vice President

Survival Insurance
08.1999 - 11.2003
  • Troubleshooting & handling internal and external company issues.

• Assist numerous Producers in handling all new business and in-force accounts. Supported and supervised team of 200+ insurance professionals.

  • Pioneered regional sales strategies that led to significant market share increase, implementing innovative approaches to customer engagement and support.
  • Transformed underperforming districts into top performers with targeted coaching and leadership, setting new benchmarks for success within company.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
  • Accelerated resolution of customer issues, establishing rapid response team that improved client satisfaction and loyalty metrics.
  • Increased regional sales by developing and implementing strategic sales plans.
  • Strengthened market intelligence efforts, providing insights that informed strategic decisions and positioned company ahead of industry trends.

Education

Associate of Arts - Business

Fullerton College
Fullerton
05.2001 -

Fire Fighter Academy - Fire Technology

OCFA
Orange
05.2001 -

High School Diploma -

El Dorado High School
Placentia, CA
09.1984 - 1987.06

Accomplishments

    • Over 25+ years of experience working in Property & Casualty Insurance, specializing in personal and commercial lines.

    • Extensive experience in management, sales, marketing and operations.

    • Thorough knowledge of several web-based agency CRM and Rating Software.

    • Ability to develop and present complex Insurance operation plans and procedures in a format design to educate employers and their employees.

    • Large network of carrier contacts. ACCOMPLISHMENTS

    • Assisted in building several successful brokerages/agency's in California.

    • Highest producing Regional VP SLA 12 months (2,500 new business apps monthly & $728,000 + CGI).

    • Recruited highest number of licensed insurance agents in one month (48).

    • Written and coordinated sales manuals which were used to train agents, underwriting and customer service.

    • Ten years' experience in the private client sector.

  • Supervised team of 200+ staff members.

Certification

Property & Casualty License CA, TX, NV, GA, FL, NV, MI, PA

Timeline

Director of Insurance Services

Financial Partners Credit Union
04.2022 - Current

Sales Director

InsurTech/Ebuy Insurance
12.2018 - Current

Principal

Auto Coast Insurance
03.2007 - 10.2009

Sales Director

Answer Financial
09.2005 - 03.2007

General Manager

Southwest Dealers
11.2003 - 09.2005

Associate of Arts - Business

Fullerton College
05.2001 -

Fire Fighter Academy - Fire Technology

OCFA
05.2001 -

Regional Vice President

Survival Insurance
08.1999 - 11.2003

High School Diploma -

El Dorado High School
09.1984 - 1987.06

Vice President

Covenant Insurance
10 2009 - 8 2018
Devin RileyInsurance Manager/Sales