Accomplished State Manager with a proven track record of delivering exceptional results. Recognized and praised by both leadership and staff for consistently exceeding targets. Promoted to State Manager based on outstanding performance in effectively managing territories. Received numerous accolades throughout career for dedication, strategic thinking, and driving success.
Overview
28
28
years of professional experience
Work History
State Marketing Manager
Commonwealth Insurance Company
04.2023 - Current
Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
Managed social media accounts for optimal audience engagement and increased online presence.
Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
Organized successful trade show exhibits, showcasing products or services effectively to potential customers or partners.
Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
Analyzed market trends to identify new opportunities, adjusting marketing plans accordingly for maximum effectiveness.
Managed workflow between staff, coordinating documents, planning, and creative material distribution.
Mentored junior team members, providing guidance and support to foster professional growth and skill development within the marketing department.
Implemented data-driven marketing strategies, utilizing analytics tools to track campaign success and refine tactics as needed.
Negotiated partnerships with key influencers, maximizing brand exposure in target markets.
Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Led team of marketing professionals, offering mentoring and coaching to build knowledge and skills.
Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
Generated sponsorships with related and partnering entities to enhance marketing objectives.
Territory Development Manager
Commonwealth Insurance Company
11.2019 - 04.2023
Responsible for front-line underwriting of new business
Writing multi-line insurance policies and maintaining accurate policy information for rating purposes
Keeping abreast of all underwriting changes
Assisting in catastrophic loss scenarios to assist our members
Writing claims shell reports and seeing that 100% customer satisfaction is attained.
Conducted market research to identify customer needs and preferences.
Achieved exceptional customer satisfaction ratings by promptly addressing concerns and providing proactive solutions to issues faced by clients within my territory.
Implemented innovative marketing strategies that effectively promoted product offerings and generated leads.
Mentored junior staff members on best practices in account management, negotiation techniques, and time management skills.
Worked closely with sales management to develop annual budgets, setting realistic targets for revenue growth within the territory.
Conducted regular client visits to provide exceptional customer service and identify opportunities for upselling or cross-selling products.
Analyzed market trends and competitor activities, adjusting sales tactics to maintain a competitive edge in the industry.
Exceeded territory revenue targets consistently, demonstrating my ability to effectively manage accounts and drive growth within assigned regions.
Utilized CRM systems effectively to manage client information, track sales activity, and forecast revenue accurately.
Expanded product distribution channels by partnering with new retailers and distributors in the region.
Developed strong relationships with key decision-makers to facilitate successful negotiations and close deals.
Managed a diverse portfolio of clients, ensuring their needs were met while driving revenue growth in the territory.
Organized local events and trade shows to boost brand visibility and generate interest among potential customers.
Increased territory sales by strategically identifying and targeting high-potential accounts for business development.
Drove increased repeat business through meticulous relationship management efforts focused on understanding and addressing the unique needs of each client.
Leveraged market research data to inform strategic planning efforts and optimize resource allocation within the territory.
Established successful account relationships by building rapport and maintaining consistent communication.
Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
Trained and mentored sales representatives in sales techniques and strategies.
Attended trade shows and industry events to promote company products and services.
Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
Spearheaded successful sales strategies for existing and new products across specified territory.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Claims Adjuster
Progressive Casualty Insurance Company
10.2017 - Current
Making timely contact with Progressive policyholders and claimants to ensure that the claim is brought to a resolution in an accurate and precise conclusion in an expedited manner
Gather pertinent information through research and investigation throughout the claims process
Obtaining recorded statements, conducting scene and coverage investigations, obtaining police reports and witness statements, determining fault and liability
Ensuring that all damage is consistent with the report of the accident
Actively listening and looking for possible fraud concerns and referring them to SIU when needed
Resolving total losses to include execution of total loss paperwork and recognizing subrogation opportunities and referring accordingly
Serving as a liaison between our customer and the claimant carrier and repair shops
Explaining the claims process, coverages, total losses and other claims and accident scenarios in a manner to disarm a stressful situation and put the client at ease
Using empathy to understand a client’s emotions and concerns
Managing claim inventory workload which includes paperwork associated to claim, diaries, mail, phones, and issuing payments as needed
Bringing a claim to a close to get those affected back to stability after a loss.
Marketing Sales Manager
National Lloyd's Insurance Company
03.2015 - 07.2017
Responsible for a territory spanning from Del Rio to Beaumont and down the border of Texas on both sides to Mexico
This territory encompassed more than 1,000 agents
Drive sale within my specified territory
Train and keep agent informed on all changes to products and rates
Implementation training of new CRM and quoting system
Gathering competitor data, keeping abreast of all market trends and loss causes and results in area
Maintaining constant contact with assigned agents to achieve goals set forth
Served as a liaison between underwriting, claims and agents to ensure appropriate guidelines were followed and communications were obtained
Ran promotions and marketing campaigns to reach profitable levels of PIF and premiums.
District Manager
Freeway Insurance
01.2013 - 01.2015
Manage 5 offices, consisting of 30 agents
Driving sales, meeting and exceeding goals
Train, coach and develop all agents
Ensure that all offices are operating according to expectations
Knowing my sales numbers at all times
Delegating tasks and responsibilities
Money handling, bank drops
Recruiting, hiring and terminating the employment of unsuccessful agents
Creating action plans and serving as a continuous motivator
Acknowledge progress, successes and failures
See that goals are met on a daily, weekly, monthly, etc basis
Selling policies, myself (when needed)
Meeting with vendors and carrier representatives on a regular basis
Keeping abreast of all underwriting and carrier changes.
Senior Account Executive and Team Lead
USI AFFINITY
01.2008 - 01.2013
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support
Represent a full line of insurance products, serving as a trusted advisor to businesses and individuals
Specializing in auto, homeowners, umbrella and other personal insurance products
Marketing an array of products to large national home builders and finance companies, i.e
Toll Brothers, Lennar, Quicken, Universal American Mortgage Company, etc… working as a liaison between USI and prospective lead sources
Training new employees on USI and other insurance systems and rating structures
Educating each customer on a variety of products and services available to them
Listening to prospects for cues of which products would benefit and assessing the risks involved
Responsible for tracking all leads and sales for all agents and reporting them to management
Development of marketing materials, letters, brochures and information pieces sent to builders, realtors, mortgage companies and customers
In charge of communication to all new Toll Brothers communities to assist sales staff in advising home buyers of insurance options available to them upon purchase.
New Member Sales
U.S.A.A.
01.1997 - 01.2001
Responsible for proactively introducing prospective members to U.S.A.A., as an entity
First point of customer contact
Obtain driving record and loss run information for new policies
Taking property & casualty sell from open to close
Solicit company objectives and benefits offered to members
Responsible for immediately determining what portions of growth sector would be most affected by my acquiring new members
Custom fitting entire extent of products to new members and building a life-long relationship with U.S.A.A.
Education
Marketing -
Southwest Texas State University
San Marcos, TX
01.1997
Skills
Windows/Word
Power Point
Citrix
Salesforce
Zoho
Power BI
Sagitta
Sugar
Surepower
Excel
Claimstation
PD Suite
ISO
DCS
Accurint
Licenses
Licensed General Lines agent in the state of Texas