James Dottrina
Holiday,FL
Summary
Dynamic Agency Manager achieving $2.12 million in premium growth. Proven ability in client acquisition and retention, with a focus on cross-selling and strategic marketing initiatives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Agency Manager/Principal
Sarasota Insurance Group
Bradenton, Florida
02.2022 - 08.2025
- Achieved $2.12 million in premium growth while managing P and C agency and closing Home and Auto deals.
- Mobile Home Insurance Specialist
Expanded client base to over 300 by writing ACA insurance within a two-year timeframe.
Generated additional revenue by conducting face-to-face Medicare Advantage appointments for T65 enrollment.
Maximized cross-sell opportunities, enhancing service offerings and client relationships.
Sales Agent/ Benefits consultant
Freedom Optimum Healthcare
Spring Hill, Florida
08.2019 - 02.2022
- Executed face-to-face appointments to effectively sell Freedom/Optimum Medicare Advantage plans.
Established tabletop events for marketing Freedom/Optimum plans at local businesses.
Led seminars during open enrollment as a presenter, driving new business closures.
Optimized all in-house leads from emails and daily representatives to close additional sales.
Engaged with current members to enhance retention rates and solicit referrals.
Seasonal Sales Agent
Ultimate Health Plans
Pasco/Pinellas County , FL
07.2018 - 01.2019
- Executed face-to-face appointments to sell Ultimate Health Plans Advantage plans.
Organized tabletop events at small businesses to promote Ultimate plans effectively.
Conducted seminars during open enrollment to educate potential clients on health plans.
Marketing Director/ Sales Manager
Amerilife
Clearwater , FL
04.2016 - 04.2018
- Managed call center of six agents, achieving 1.2 million in premium during AEP 2018.
Expanded department through hiring, training, and coaching of up to 12 agents.
Achieved record performance by generating over 600,000 in insurance premium in Q1 2018.
Sold Medicare Supplement and Advantage policies, generating six figures in premiums via tele sales and face-to-face appointments.
Produced weekly and monthly operational reports, identifying cost-effective marketing strategies.
Employed heat maps and market penetration analysis to enhance marketing efficiency.
Recruited and managed independent agents on Medicare Advantage Team, overseeing contracting and business closure.
Led recruitment efforts for independent agents, securing over 150 contracts in one quarter.
Licensed Independent Agent
Pimsco
St Petersburg , FL
01.2013 - 04.2016
- Executed client presentations focused on identifying insurance needs and recommending tailored solutions based on financial goals.
Consistently produced six-figure insurance premiums annually through sales of life insurance, annuities, Medicare, mobile home, and auto coverage.
Mentored new agents in successful techniques for selling life insurance and annuity offerings.
Directed educational seminars aimed at seniors to clarify Medicare options during the Annual Enrollment period.
Education
Associate of Science - Business Administration And Management
Brookdale College
Lincroft, NJ05-2007
Skills
- Premium growth strategies
- Medicare enrollment
- Cross-selling techniques
- Sales presentations
- Training and mentoring
- Relationship management
- Client retention strategies
- Sales growth initiatives
- Agency operations management
- Sales leadership
Certification
- 220 License General Lines
- 215 License Life Annuity Health
Timeline
Agency Manager/Principal
Sarasota Insurance Group
02.2022 - 08.2025
Sales Agent/ Benefits consultant
Freedom Optimum Healthcare
08.2019 - 02.2022
Seasonal Sales Agent
Ultimate Health Plans
07.2018 - 01.2019
Marketing Director/ Sales Manager
Amerilife
04.2016 - 04.2018
Licensed Independent Agent
Pimsco
01.2013 - 04.2016
Associate of Science - Business Administration And Management
Brookdale College
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