Jason Valdez, LUTCF, FSCP
San Antonio,TX
Summary
Dedicated Executive committed to accepting and addressing challenges by embracing change and implementing improvements. Proven history of developing strategic initiatives, providing project management and offering results-focused interactions to foster growth. Adept at monitoring actions plans and initiatives to ensure alignment with corporate objectives. Offering 18 years of expertise in Insurance and Sales to promote profitable growth and sales.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Assistant Vice President Commercial Insurance
Security Service Federal Credit Union
San Antonio , TX
2023.01 - Current
- Grew company sales volume by 242% and employee level by 45% to handle expanded business and growth into new markets in 2023.
- Briefed executive leadership every 5th of the month on operations activities, collected feedback and incorporated new directives resulting from strategy meetings.
- Drove business development by pursuing partnerships, funding and revenue streams.
- Spearheaded rollout of new marketing plan, enabling organization to successfully and profitably adapt to changing market conditions.
- Coordinated activities between departments to maximize efficiency of resources.
- Prospected and developed relationships to acquire agencies in the commercial insurance market.
- Served as a liaison between the organization and external partners and vendors.
Agency Manager/Territory Sales Manager
Liberty Mutual Insurance
San Antonio/El Paso/Valley , TX
2014.07 - 2023.01
- Coach, develop and motivate Sales Agents, Sales Associates
- Worked with agency partners to meet sales volume and strategic objective targets consistently, assisting key partners in generating up to $6,000,000 in new business volume Within Year.
- Created marketing plans to promote new products and services to increase revenue growth.
- Driving profitable growth for office by way of compliance and field underwriting
- Keeping adequate staffing by grass roots recruiting
- Locate recruit Independent Agents to offer and sell Liberty Mutual Insurance on platform
- Sales Manager Lamplighter winner (Life Insurance)
- Designed and implemented agency campaigns to gauge and promote customer appreciation, provide referral incentives and generate new agency partnership leads.
- 2019 Life Insurance/Annuity Summer Sales Contest Winner Countrywide
- Grew El Paso market from 0-4 (3 Liberty 1 IA) agents in market and continuing to grow through adding IA's and Liberty Mutual Agents.
Assistant Branch Manager
Liberty Mutual Insurance
2013.12 - 2014.07
- Assisting Senior Branch Manager to in conducting daily coaching of team
- Working with Director of State Operations on state rates/directives
- Conducting recruiting onboarding and training of new sales representatives
- Weekly process confirmations with service staff
- Handling customer complaints/concerns
- Providing coaching to team of sales and customer service representatives to deliver high results in retention and customer satisfaction.
Insurance Agent
Liberty Mutual Insurance
2008.11 - 2013.12
- Licensed in New Mexico Texas and Colorado for property and casualty and life insurance
- 2011 Pursuit of Leaders winner
- 6+ time Pacesetter Plus winner
- Lamplighter award winner
- 12+ time Pacesetter winner
- Multiple Pursuit of Excellence Award winner
- 2011 Zone 3 Pathways to Leadership: Branch Manager Development Program Graduate.
Education
Bachelor's Degree in University Studies - Emphasis in History: Vietnam War Era.
University of New Mexico
Skills
- Recruiting and Hiring
- Hiring and Coaching
- Business Development
- Cross-Functional Team Leadership
- Staff Management
- Negotiation
Activities
- University of New Mexico Football Team
- Earned two letters.
Certification
- LUTCF
- FSCP
Timeline
Assistant Vice President Commercial Insurance
Security Service Federal Credit Union
2023.01 - Current
Agency Manager/Territory Sales Manager
Liberty Mutual Insurance
2014.07 - 2023.01
Assistant Branch Manager
Liberty Mutual Insurance
2013.12 - 2014.07
Insurance Agent
Liberty Mutual Insurance
2008.11 - 2013.12
Bachelor's Degree in University Studies - Emphasis in History: Vietnam War Era.
University of New Mexico
- LUTCF
- FSCP
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