Juan Calvillo

• Analyzed agency activity within a $42 million dollar portfolio of my assigned agencies and associated premium
• Responsible for realizing premium and profit objectives for those agencies in my portfolio
• Trained on products, systems, service, and underwriting, book transfers, development of existing agencies, new business growth and retention, or prospecting for new agencies
• Served as the primary contact point for agency support staff to build and maximize the agency/company relationship for Personal Lines; Specialty Lines and Commercial Lines products
• Maintained up to date information for Merchandising and Business Development as well as other functional areas
• Built and maintained agency/company relationships in order to maximize product penetration and sales within the agency.

• Coordinate with the book transfer unit to ensure timely processing of all applications, follow up with the agency contact for additional information, monitor, and track the hit ratios and successful completion of each committed transfer. In conjunction with the agency education strategy, coordinate and deliver new and on-going training on products and systems for all product lines within the agency.

• Active in geographic territory of the assigned portfolio of agencies, prospecting for new agencies as well as business development opportunities. Analyze agency operations and quoting/profiling potential book transfer opportunities are included in this function. Promote industry knowledge by coordinating and attending industry events and participate in continuing education and other learning opportunities.

• Promote agencies’ use of company-provided education and learning resources. Prepare and maintain a market analysis, including competitor information in order to provide input on distribution, product, price and promotion strategies.

• Generated new business opportunities through cold calling, referrals, lead generation, prospecting, etc
• Used exceptional interpersonal skills to develop, maintain and close new business opportunities
• Effectively nurtured and grew long-term relationships with new clients
• Resourcefully and proactively identified and executed on client growth opportunities within accounts
• Effectively negotiated pay rates
• Industries include: Quality, Validation, Regulatory, Clinical, Medical Devices, Pharmaceutical, Network and Communications, Biotechnology, Aerospace, Automotive, Electronics, Industrial Equipment, Military, Defense, Semiconductor, Software, Hardware, and Mechanical.

• Earned position to Branch Manager in less than 7 months with company
• Directed all operational aspects including sales, customer service, inventory management, logistics, and employee development amongst primary location and three satellite locations with operations open 7 days a week
• Identified, planned, and managed logistics of inventory of 350+ vehicles in accordance with hourly, daily, and weekly volume and profitability goals
• Managed P&L responsibilities to target revenue growth and cost control opportunities
• Implemented lean principles for efficiency, exceeding company growth goals of 5% by an astounding 21%, while decreasing controllable costs by 9%
• Consistent rankings within the top third of company performance matrices throughout career, including multiple 'number one' rankings in the following roles: Management Trainee and Assistant Manager