Kristopher Clark
Ashland,OR
Summary
Seasoned insurance executive with over a decade of experience managing diverse client portfolios and leading strategic sales initiatives. Expertise in consultative sales, business development, and resolving complex client issues. Proven ability to exceed expectations and drive growth in competitive markets. Dedicated to advancing the insurance and technology industries through innovative solutions.
Results-driven business leader prepared for role with robust history of steering companies toward success and fostering culture of excellence. Known for collaborative leadership approach that aligns teams with organizational objectives and drives performance. Adept at navigating complex challenges, fostering innovation, and ensuring adaptability to evolving market conditions, with focus on strategic planning and operational excellence.
Overview
14
14
years of professional experience
Work History
CEO / Advisor
Channel Islands Insurance Services, Inc.
03.2021 - 12.2024
- Led the strategic development of new business opportunities for group health, individual, and Medicare insurance
- Managed a diverse portfolio with a focus on optimizing client solutions and retention
- Conducted in-depth consultations with 20 clients a week to align their needs with optimal insurance products
- Utilized CRM systems to maintain accurate client and prospect data, supporting targeted sales strategies
- Resolved high-priority client service issues efficiently, ensuring satisfaction and long-term client retention
Director of Sales
Hopper Insurance Services, Inc.
08.2020 - 03.2021
- Managed Hopper Insurance’s book of business consisting of $600,000 a year in revenue
- Led the strategic development of new business opportunities for group health, individual, and Medicare insurance
- Managed a diverse portfolio with a focus on optimizing client solutions and retention
- Conducted in-depth consultations with clients to align their needs with optimal insurance products
- Utilized CRM systems to maintain accurate client and prospect data, supporting targeted sales strategies
- Resolved high-priority client service issues efficiently, ensuring satisfaction and long-term client retention
Employee Benefits Account Executive
Brown & Brown Insurance
10.2019 - 08.2020
- Managed a diverse portfolio of $200,00 in revenue with a focus on optimizing client solutions and retention
- Conducted in-depth consultations with clients to align their needs with optimal insurance products
- Utilized CRM systems to maintain accurate client and prospect data, supporting targeted sales strategies
- Resolved high-priority client service issues efficiently, ensuring satisfaction and long-term client retention
Benefits Producer
Kris Clark Insurance
05.2018 - 10.2019
- Led the strategic development of new business opportunities for group health, individual, and Medicare insurance
- Managed a diverse portfolio of $100,000 in revenue with a focus on optimizing client solutions and retention
- Conducted in-depth consultations with clients to align their needs with optimal insurance products
- Utilized CRM systems to maintain accurate client and prospect data, supporting targeted sales strategies
- Resolved high-priority client service issues efficiently, ensuring satisfaction and long-term client retention
Benefits Advisor
Hopper Insurance Services, Inc.
01.2011 - 05.2018
- Led the strategic development of new business opportunities for group health, individual, and Medicare insurance
- Managed a diverse portfolio with a focus on optimizing client solutions and retention
- Conducted in-depth consultations with 10 clients a day to align their needs with optimal insurance products
- Utilized CRM systems to maintain accurate client and prospect data, supporting targeted sales strategies
- Resolved high-priority client service issues efficiently, ensuring satisfaction and long-term client retention
Education
Professional Licenses -
CA & OR Health & Life
Department Of Insurance02.2025
Professional Licenses -
AHIP Certification
Santa Barbara, CA12.2023
Communications -
University of California Santa Barbara
Santa Barbara, CA06.2014
Communications -
Santa Barbara City College
Santa Barbara, CA06.2012
Construction Management -
California State University Northridge
Northridge, CA06.2010
Business -
Dos Pueblos High School
Santa Barbara, CA06.2009
Skills
- Consultative Sales Approach
- Client Portfolio Management
- Insurance Policy Expertise
- Strategic Business Development
- CRM Proficiency
- Effective decision making
- Operational excellence
- Customer focus
- Strategic visioning
Accomplishments
2018 Top Producer for Medicare Sales in Santa Barbara County, CA
Timeline
CEO / Advisor
Channel Islands Insurance Services, Inc.
03.2021 - 12.2024
Director of Sales
Hopper Insurance Services, Inc.
08.2020 - 03.2021
Employee Benefits Account Executive
Brown & Brown Insurance
10.2019 - 08.2020
Benefits Producer
Kris Clark Insurance
05.2018 - 10.2019
Benefits Advisor
Hopper Insurance Services, Inc.
01.2011 - 05.2018
Professional Licenses -
CA & OR Health & Life
Professional Licenses -
AHIP Certification
Communications -
University of California Santa Barbara
Communications -
Santa Barbara City College
Construction Management -
California State University Northridge
Business -
Dos Pueblos High School
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