Kevin De La Cruz
Sacramento,CA
Summary
Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Results-oriented sales professional with exceptional presentation skills whether in a large group setting or an interpersonal meeting to ensure client understanding and solution retention. Effective as a leader or collaborative team player to achieve and exceed any projected target. Experienced trainer that empowers colleagues by identifying their strengths to effectively contribute what may be lacking to push the project to completion.
Overview
20
20
years of professional experience
Work History
Sales Account Manager
Acceptance Insurance
Sacramento , CA
09.2022 - Current
- Give clients of many communities the proper auto, home, and business insurance at the best available price
- Consistently in top 10 of the agents in Northern California in production, fees, and ancillary add-ons
- Top producer with the most amount of 5-star Google reviews out of the whole Northern California
Senior Marketing Director
World Financial Group Wfg
Burlingame, CA
01.2012 - Current
- Give clients peace of mind utilizing life insurance, health insurance and retirement products
- Actively teaching financial education classes (debt management, proper protection, retirement planning) in multiple locations in person every week (30-100 attendees) and virtually on Zoom (50-100+ attendees)
- Consistently writes 10k annual premium (90% persistency) on a monthly basis while managing and training 3-5 agents with an average annual written premium of 2k-5k monthly
- Spearheaded the implementation of weekly events in different locations to promote the financial workshops which would have 50-100+ attendees (led the team that coordinated with A/V, instructors, and sourced venues for every weekly event)
Event Coordinator
World System Builder
San Jose, CA
09.2019 - 05.2020
- Managed, planned, and coordinated 3-4 events per month consisting of 1,000 to 5,000 attendees in various cities across the United States and Canada while negotiating and lowering the overall cost to ensure a 15% savings
- Lead for event staff, registration staff, A/V staff, while coordinating with event speakers/trainers, and venue managers
- Leading up to the Pandemic, coordinated and ran weekly Zoom trainings with our main office to broadcast to the 300+ offices in North America via Zoom. This would serve as the blueprint for its continued success during the Pandemic in 2020 and 2021
PROJECT MANAGER/CO-OWNER
Mixsterious Media Inc
Burlingame, CA
02.2004 - 10.2013
- Coordinated, planned, and ran teams for artist’s tours domestically and internationally which included working with venues, domestic and international talent and their teams, to perform in venues ranging from 500 to 15,000
- Launched successful marketing campaigns leading to the growth and rise of the food cart and food truck scene in the San Francisco Bay Area
- Increased client base and events with mobile sound teams from 150 events a year to 300+ a year more than doubling profits
Sale Account Manager
Northbay Auto
San Francisco, CA
07.2010 - 03.2012
- Implemented the expansion of the platform from mostly auto insurance to business insurance and life insurance increasing profits by 20%
- Actively helped on average 20-30 clients a day with new business, policy changes, and rewritten policies to maintain and grow the company’s book of business
- Collaborated with staff to develop a system to increase retention by utilizing a new CRM software more effectively
Account Sales Manager
State Farm
San Bruno, CA
08.2009 - 06.2010
- Top 10 in district for sales volume
- Implemented a follow up system within the office to ensure better cross-selling opportunities to promote client retention
- Helped 15-20 clients daily with policy changes, new business, and certificates of insurance
Field Marketing Manager
PNR Marketing
San Mateo , CA
05.2007 - 08.2009
- Managed onsite promotional teams of 15 to 50 in charge of promoting, info gathering, and material distribution to attendees of events ranging from 30,000 and 100,000 (county fairs, concerts)
- Built a client base with new venues, vendors, and new clientele generating an increase of 25% of revenue
PERSONAL BANKER/ASST MANAGER
Wells Fargo Bank, N.A.
Foster City, CA
01.2006 - 05.2007
- Maintained Top 10 in sales for bankers within the district for 3 quarters straight.
- As Asst Manager, helped brought branch to Top 3 of the whole Bay Area.
Skills
- Collaborative team player
- Experienced result driven manager
- Effective salesman with a consultative selling approach
- Strong customer service background with a knack for conflict resolution
- Networking and relationship builder
- Confident presenter whether 1 on 1 or in a large group of 500 or more
Affiliations
- former DJ, experienced host and Master of Ceremonies
- experience in voiceover work for media and live events
- occasional karaoke host
References
References available upon request.
Timeline
Sales Account Manager
Acceptance Insurance
09.2022 - Current
Event Coordinator
World System Builder
09.2019 - 05.2020
Senior Marketing Director
World Financial Group Wfg
01.2012 - Current
Sale Account Manager
Northbay Auto
07.2010 - 03.2012
Account Sales Manager
State Farm
08.2009 - 06.2010
Field Marketing Manager
PNR Marketing
05.2007 - 08.2009
PERSONAL BANKER/ASST MANAGER
Wells Fargo Bank, N.A.
01.2006 - 05.2007
PROJECT MANAGER/CO-OWNER
Mixsterious Media Inc
02.2004 - 10.2013
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