Federico (Fred) Gonzalez
Hood River,OR
Summary
Seasoned Territory Manager and exceptional sales professional. Decisive team leader and business manager with excellent attention to detail and persuasive communication style. Offering 15 years of experience in sales & marketing.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Territory Manager
Berkley North Pacific / WR Berkley Companies
07.2019 - 01.2024
- Cultivate relationships with Principals, CL AMs, Producers within local community agencies to national brokers focusing on Commercial and Agriculture insurance
- Center of influence to drive CL production in small, middle market and agribusiness to underwriting, quoting business for agencies, training agencies to quote, prospecting and appointing new agencies
- Drive profitable revenue by developing additional points of distribution within new & existing agencies and WR Berkley Cos
- Highest new business written in region from 2019-2023
- Record year in 2023 with 10 million in new written premium
- Grew Territory from 9 million to 28 million total written premium from 2019-2024
- Innovation Award winner for implementing “Quick Hits” virtual meetings during the pandemic.
- Increased sales growth by developing strategic plans for territory expansion and relationship building with key clients.
- Retained key accounts through diligent relationship management, understanding client needs, and ensuring timely delivery of services.
- Exceeded revenue targets through effective account management and implementation of successful sales strategies.
Field Sales Manager
Nationwide Insurance/Allied Insurance
08.2010 - 07.2019
- Established strong internal and external relationships through consistent communication and excellent customer service.
- Increased territory sales by developing and implementing effective sales strategies.
- Meet or exceed YTD DWP, New Business DWP, PIF, Retention, New Appointment and AIDCO goals
- 2011 & 2015 Sales Manager of the Year
- Contributed to 2012 & 2013 Region of the Year
- Ranked among the top 10 Sales Manager across the nation, 2011, 2012
- 2016 & 2017 MVP Sales Manager award winner for Pacific NW states of OR, WA & ID
- Grew Territory from 10 million to 52 million total written premium from 2010-2019.
OYS Internal Sales Manager
Nationwide Insurance/Allied Insurance
11.2009 - 08.2010
- Served as sales manager for 97 agencies in an $86.8m territory
- Managed P&C Sales for states of FL, SC, NC, GA & TN
- Implemented 4-tier holistic business model for agency segmentation
- Advised agencies on business development, leading to 8.5% overall growth in territory DWP.
- Enhanced client relationships by delivering personalized service and addressing concerns promptly.
- Increased revenue through strategic sales planning and diligent account management.
Personal Lines Remarketing & Diverse Markets Underwriter
Nationwide Insurance/Allied Insurance
08.2008 - 11.2009
- Provided personal lines agency force remarketing training, sales training, underwriting assistance, as well as service and guidance for new business
- Facilitated remarketing programs for 22 existing and newly appointed agencies
- Partnered with sales department to identify and execute profitable growth opportunities by building newly appointed agency relationships to drive production.
- Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
- Enhanced underwriting efficiency with the implementation of an automated system for managing application data.
Personal Lines Underwriter
Nationwide Insurance/Allied Insurance
09.2006 - 08.2008
- Acted as Florida personal lines under in Tampa district, overseeing 15 agencies
- Oversaw agency portfolio management (loss ratio vs
- Profitability analysis), new business management, training & education for agents and agency staff members
- Provided value-added service to agencies for existing policies, including auto, property, boat, inland marine, and umbrella.
- Improved client satisfaction by promptly addressing inquiries and providing accurate information on insurance policies.
- Streamlined underwriting processes for enhanced efficiency, resulting in reduced turnaround time for policy approvals.
Senior Trader
JP Morgan Invest, LLC. - BrownCo / E-Trade
02.2004 - 05.2006
- Allocated account processing, escalated client issues and performed special projects
- Gained proficiency with Thomson One, all back-office operations, in-depth market knowledge, calculating, and requirements for equity and options
- Senior trader for Elite High Value Client Services
- Interacted with regional exchanges, handling complex option trades, equity trades, and mutual funds trades.
Education
BS, Business Administration & Finance -
University of Florida
01.1999
Skills
- Technical aptitude
- Market analysis
- Competitive analysis
- Goal setting
- Relationship building
- Sales presentations
- Strategic planning
- Territory expansion
- Active listening
- Team leadership
- Product knowledge
Certification
- OR Property & Casualty Insurance License
- OR Life & Health Insurance License
- Certified Financial Manager (CFM), College of Financial Planning, 2002
- General Securities Registered Rep (Series 7), Options Principal (Series 4), National Association of Securities Dealer, 2001
- Investment Adviser (Series 66, 63), NASD, 2002, 2000
- Mutual Funds & Variable Insurance Products Registered Rep (Series 6), NASD, 1998
- Life, Health Disability Insurance and Variable Annuities License, State of Florida, 1998 (exp)
Languages
Spanish
Native or Bilingual
Portuguese
Limited Working
References
References available upon request.
Timeline
Senior Territory Manager
Berkley North Pacific / WR Berkley Companies
07.2019 - 01.2024
Field Sales Manager
Nationwide Insurance/Allied Insurance
08.2010 - 07.2019
OYS Internal Sales Manager
Nationwide Insurance/Allied Insurance
11.2009 - 08.2010
Personal Lines Remarketing & Diverse Markets Underwriter
Nationwide Insurance/Allied Insurance
08.2008 - 11.2009
Personal Lines Underwriter
Nationwide Insurance/Allied Insurance
09.2006 - 08.2008
Senior Trader
JP Morgan Invest, LLC. - BrownCo / E-Trade
02.2004 - 05.2006
BS, Business Administration & Finance -
University of Florida
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