Frank Esposito
Boca Raton,FL
Summary
Experienced licensed Property and Casualty insurance professional with a proven track record in business development, team management, sales, prospecting, and lead generation. Results-oriented individual seeking a position that presents new challenges and opportunities for career growth and advancement. Committed to delivering exceptional customer service and building strong relationships to drive business success. Skilled in identifying client needs, developing tailored solutions, and exceeding sales targets. Ready to leverage expertise and drive organizational success in a dynamic and competitive industry.
Overview
22
22
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Property and Casualty Sales Manager
Insureone Insurance Agency
Boca Raton, Florida
09.2024 - Current
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent follow ups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
Insurance Manager
AHM Insurance
Boca Raton, Florida
02.2023 - 08.2024
- Fostered a positive workplace culture that promoted collaboration among staff members, resulting in increased employee satisfaction and reduced turnover rates.
- Collaborated with cross-functional teams to develop new insurance products tailored to specific target markets.
- Managed a diverse portfolio of client accounts, ensuring timely renewals and providing expert advice on coverage options.
- Developed and implemented successful sales strategies for increased revenue and market share in the insurance sector.
- Managed a team of 75 insurance agents, providing training and support to maximize sales performance and customer service quality.
- Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
Licensed Property and Casualty Insurance Agent
Seeman Holtz Family of Companies
Boca Raton, Florida
01.2021 - 02.2023
- Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.
- Provided expert advice on property and casualty insurance options, ensuring clients were well-informed to make educated decisions.
- Implemented effective cross-selling strategies to increase overall sales revenue by promoting additional insurance products to existing clients.
- Streamlined administrative processes within the agency by implementing technology solutions that improved efficiency and reduced paperwork burden.
- Prepared detailed reports for management regarding sales performance, market trends, and competitor analysis to inform decision-making processes.
Property And Casualty Business Development Manager
Ican Benefit Group
Boca Raton, Florida
06.2017 - 01.2021
- Hired by CEO to create Property and Casualty Division.
- Implemented and put all systems in place to include Applied rater, CRM Management system, Ivans exchange, Lexis Nexis and lead platform.
- Created relationships with major carriers in Florida and Texas and received 32 direct appointments.
- Recruited, hired and implemented a solid development plan so my team of 36 Insurance Professionals in Florida, Missouri and Texas could be efficient.
- Book of business went from 0 to over 6.1 million in premium within 3 years.
Exclusive Agent
Allstate Insurance
Boca Raton, FL
05.2015 - 06.2017
- Started Agency from Scratch in June of 2015.
- Built Agency to 1.5 Million in earned premium in just under 2 years.
- Recruited, trained and managed a staff of Licensed Sales Professionals and Customer service Representatives.
- Averaged 220 policies per month.
- Exceeded company goals every month.
- Exceeded customer expectations by providing excellent service acting as a Trusted advisor.
Licensed Property and Casualty Insurance Agent
State Farm Insurance
Boca Raton, Florida
06.2011 - 05.2015
- Calculated premiums, established payment methods.
- Utilized lead database to increase production.
- Increased Agents Property Casualty portfolio by 30% in first year averaging 100 policies per month.
- Closed an average of 25 new sales per week.
- Collected all premiums on or before effective date of coverage.
- Met with prospective customers, business owners in their homes, businesses and other settings.
Branch Sales Manager
MLD Mortgage
Red Bank, New Jersey
01.2008 - 05.2011
- Planned and executed company standards including communications, operations, and human resource policies.
- Ranked #2 Branch office in district, generating $1.8 million in net profit for year 2009.
- Ranked #5 nationwide as producing Branch Manager.
- Managed Profit & Loss Statement utilizing QuickBooks.
- Monitored, evaluated sales results, productivity levels and compliance that exceeded company goals.
- Leveraging relationships with realtors, financial planners, attorneys, and CPA's to generate new business.
Vice President, Regional Manager
JP Morgan Chase
Princeton, NJ
12.2006 - 01.2008
- Brought on board to expand Company's Mortgage Division.
- Directed sales activity in Southern New Jersey, State of Pennsylvania.
- Direct sales team of 30 Mortgage Professional's increasing sales growth by 300% in 1st year.
- Recognized as top Area Manager in District in 2007.
- Earned President's Club membership 2007.
- Generated Loan Volume of $140 million per year consistently.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
Vice President - Area Sales Manager
Wells Fargo Home Mortgage
Boca Raton, Florida
04.2003 - 12.2006
- Recruited by Wells Fargo to expand their Mortgage Division.
- Interviewed, hired and supported a sales staff of 30 Mortgage Professional's.
- Generated Loan volume from $25 million to $89 million in (2004 -2006). Evaluated leads obtained through direct referrals, lead databases and cold calling.
- Identified opportunities to improve business process flows and productivity.
Education
Bachelor of Science - Finance
City University of New York
New York, NY 05.1991 - 10.1995
Associate of Science - Sociology
City University of New York
New York, NY 09.1991 - 09.1993
Skills
- Effective negotiation skills
- Experienced insurance sales professional
- Sales team support
- Team motivator
- Risk analysis in lending
- Effective time management
- Operational oversight
- Financial management
Certification
Property & Casualty License
Accomplishments
- Promoted to Regional Sales Manager after 2 successful years in the sales department.
- Named "Manager of the Year" in 2006.
- Supervised team of 55 staff members.
- Managed the Agent of The month award winning sales team at Wells Fargo.
- Created a company-wide, comprehensive training program for all sales team members.
Timeline
Property and Casualty Sales Manager
Insureone Insurance Agency
09.2024 - Current
Insurance Manager
AHM Insurance
02.2023 - 08.2024
Licensed Property and Casualty Insurance Agent
Seeman Holtz Family of Companies
01.2021 - 02.2023
Property And Casualty Business Development Manager
Ican Benefit Group
06.2017 - 01.2021
Exclusive Agent
Allstate Insurance
05.2015 - 06.2017
Licensed Property and Casualty Insurance Agent
State Farm Insurance
06.2011 - 05.2015
Branch Sales Manager
MLD Mortgage
01.2008 - 05.2011
Vice President, Regional Manager
JP Morgan Chase
12.2006 - 01.2008
Vice President - Area Sales Manager
Wells Fargo Home Mortgage
04.2003 - 12.2006
Associate of Science - Sociology
City University of New York
09.1991 - 09.1993
Bachelor of Science - Finance
City University of New York
05.1991 - 10.1995
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