Eric Contreras
Morgan Hill,CA
Summary
Results-driven agency professional with a strong focus on team collaboration and achieving outcomes. Skilled in strategic planning, client relationship management, and operational efficiency. Demonstrates trust, reliability and adaptability to changing needs, showcasing leadership and effective communication. With over 20 years of experience in the insurance industry, successfully enhanced sales and customer service through strong leadership and delivering results. Has a knack for quickly identifying unique customer needs, establishing rapport, and consistently increasing client retention rates. Organized Agency Manager dedicated to delivering high levels of client satisfaction and generating loyal clientele.
Overview
30
30
years of professional experience
Work History
Agency Manager/Owner
Farmers Insurance/Contreras Insurance Agency
08.2000 - Current
- Spearhead management and operations of successful insurance business as independent contractors, building and maintaining a $3,000,000+ book of business
- Devise and provide optimized programs and cultivate strong client relations to enhance customer loyalty and retention
- Orchestrate strategic business planning and marketing to drive sales and business growth; average growth for a typical agency is 5%, some years we were able to achieve 10-15% growth through target marketing, networking
- Ranked in Top 5% of California Sales Agents by Farmers Insurance, on a consistent basis
- Led monthly team meetings to review performance metrics, address challenges, and celebrate successes as a cohesive unit.
- Amplify mentoring and training of new agents for the local District Office; coach and mentor up to 30 agents as well as mentor five of my own employees to go on and open their own agencies
- Established clear performance metrics for the team, providing regular feedback and coaching to drive continuous improvement.
- Analyzed sales data to identify trends and areas for improvement, leading to the implementation of successful action plans.
- Developed strong relationships with key clients, resulting in increased client satisfaction and retention rates.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
- Negotiated contracts with carriers for competitive pricing structures that attracted new clientele while retaining existing customers.
- Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.
- Maintained compliance with industry regulations by conducting regular audits of policies, procedures, and employee practices.
- Implemented targeted marketing campaigns to generate new business leads and increase market share within the region.
- Streamlined internal processes to improve overall efficiency and reduce operating costs for the agency.
CLAIMS ADJUSTER/FIRE -THEFT DIVISION
Progressive Insurance
10.1997 - 08.2000
- Provided specialized support in resolving fire and theft claims
- Advanced the satisfactory completion of field investigations of suspected fraudulent claims
- Took advantage of professional development opportunities gaining certification in the performance of property damage estimations
- Reviewed and analyzed policies to determine coverage
- Held accountability for handling total loss claims
- Gained reputation as claims subject matter expert and recognized for prompt, fair, and accurate claims resolutions.
Assistant Rental Branch Manager
Enterprise Rent a Car
03.1995 - 06.1997
- Completed all accounts receivable activities and administrative tasks
- Upskilled, developed, trained, and supervised a team of 10+ staff
- Maintained inventory valued at $2,700,000
- Accomplished a 25% increase in fleet and revenue through the implementation of a marketing plan designed to maintain and foster new referral sources
- Identified and implemented an aggressive pricing strategy aimed at undercutting competition via comparative market analysis
- Transformed office into one of the top 5 revenue producing locations in the LA region
- Acknowledged as consistent top performer leading the entire region in number of corporate accounts established and revenue generated
- Rated as one of the top salespeople in the entire LA region on a consistent basis.
Education
Bachelor of Science (B.Sc.) in Political Science -
University of California
Los Angeles, CA01.1995
Skills
- English/Spanish
- Sales/Strategic Planning
- Revenue Generation/Growth
- Marketing/Financial Strategy
- Customer Retention/Service
- Budget/Business Management
- Recruitment/Staff Training
- Problem-solving abilities
- Compliance and Oversight
- Team Leadership
- Relationship Building
- Problem-Solving
- Operations Management
- Reliability/Excellent Communication
Highlights
- Cultivate and lead a $3,000,000+ book of insurance business.
- Out-of-the-box thinker with a proven track record of hard work and creativity.
- Consistently recognized as Top 5% of California Sales Agents by Farmers Insurance.
- Team Leader with solid reputation for staff mentoring and development.
- Ensures customer loyalty and retention through the delivery of an enhanced customer service experience.
- Quick learner, demonstrating a high-level of energy, accuracy, and thoroughness.
Licenses
- California Insurance license in Property & Casualty
- Life & Health
- Series 6 & 63 Securities
Affiliations
- Chamber of Commerce
- National Association of Hispanic Realtors
- Monterey County Commercial Property Owners Association
Technical Skills
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint, Google Suite, Social Media Platforms, Salesforce, SIMS, EZLynx, MVP
Awards
- Toppers Club
- Championship
Affiliations
- Elks Lodge
- Salinas Jaycees
- Salinas Children’s Shopping Tour
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Agency Manager/Owner
Farmers Insurance/Contreras Insurance Agency
08.2000 - Current
CLAIMS ADJUSTER/FIRE -THEFT DIVISION
Progressive Insurance
10.1997 - 08.2000
Assistant Rental Branch Manager
Enterprise Rent a Car
03.1995 - 06.1997
Bachelor of Science (B.Sc.) in Political Science -
University of California
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