Luz Guzman Romano
Easthampton,Massachusetts
Summary
Experienced and accomplished insurance professional with a proven track record of organizing, engaging, and coaching teams and stakeholders to create innovative solutions that drive outstanding performance results. Skilled in building consensus on inter-departmental teams and remaining results-focused. Background in training and development, coupled with a natural ability to cultivate strong relationships. Eager to contribute to strategic alignment, offer valuable recommendations, and implement effective strategies that consistently deliver exceptional outcomes.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Lead Sales Representative
Liberty Mutual Insurance/Comparion Insurance Agency
11.2020 - Current
- Led regional pilot-'How to Maximize Productivity through Premium Achievement Coaching', findings presented to Regional Leadership
- Identifies critical opportunities, researches, and consults on projects centering Performance, Sales Enablement, Recruiting, and DEIB
- Coaches new hires on Business Development, Salesforce, Power B.I and sales life cycle
- Directly manage Sales Associate
- Manages a portfolio of brokers/agents and leverages market presence/knowledge to develop and achieve profitable business
- Markets new and existing business; Maintains $5,000,000 book of business
Sales Representative II
Liberty Mutual Insurance/Comparion Insurance Agency
01.2019 - 11.2020
- Featured speaker/coach on Consultative Approaches to P&C Growth, Value Based Selling
- Recruited, developed, and mentored successful bilingual Sales Associate
- Directly manage Sales Associate
- Meets with carriers to ensure alignment with appetite and profitable business goals
- Cultivates profitable and amicable relationships with business partners in MA and CT
- Provides feedback to Leadership on Client Experience
Sales Representative I
Liberty Mutual Insurance/Comparion Insurance Agency
11.2017 - 01.2019
- Identified and cultivated new partnerships to exceed Business Targets
- Performed direct consultation with policyholders and external stakeholders on Personal Lines and Life Insurance, ensures customer centricity
- Collaborated with Territory Managers to assess ideal customer characteristics and obtain deep knowledge of appetite and market conditions
- Represented Liberty Mutual Insurance as best in class Property and Casualty Carrier throughout Massachusetts and Connecticut
- Conducts full sales cycle and all required administrative post bind follow up under limited supervision
Training and Development Manager
Family Networks, LEAD Agency/DCF
09.2015 - 11.2017
- Primary contact for all Family Networks staff
- Created and implemented training program
- Directly Managed four service coordinators
- Presents weekly to Area Director on status of all high visibility clients, service status, and progress
Finance Director
Committee to Elect Jesse Lederman
01.2017 - 09.2023
- Helps to create schedule for strategic planning and analysis
- Works with donors and residents to organize fundraising events and meet and greets
- Sets fundraising targets and execution plan
Senior Service Coordinator
Family Networks, LEAD Agency/DCF
09.2012 - 09.2015
- Manages and supports vendor contracts
- Meets with vendors to perform utilization reviews and assess results
- Provides feedback to Assistant Director on opportunities for vendor development
- Pairs contracted service with client ensuring adherence to contact guidelines
- Closely monitors budget and ensures all necessary administrative work is completed following service referrals
Development/Public Relations Associate
Center for Human Development
03.2011 - 08.2012
- Managed communications
- Managed Event Planning and Press/Media releases
Education
B.A. - Political Science
American International College
Professional Certification - Human Resources: Diversity, Equity, And Inclusion
New York University
New York, NY05-2025
Skills
- Coaching
- Performance Management
- Pipeline management
- Project Management
- Salesforce
- Territory management
- Data-Informed Business Development
- Staff training
- Influencing skills
Awards
- 2023, Ranked Top 20 Sales Agent Overall, 2023 Massachusetts
- 2023, Emerging Leader- Masslive
- 2022, Ranked Top 20 Sales Agent Overall, 2022- Massachusetts
- 2022, Best Practice Featured Speaker- Consultative Approach to Property and Casualty Sales
- 2021, Best Practice Featured Speaker- Value Based Selling
- 2019, 2019 Business Networking International- Member of the Year
- 2018, Lamplighter Award, - Performance in Life Insurance
- 2017, 6x Pacesetter Award- Performance in Property and Casualty Insurance
Education licenses languages
Bilingual: Spanish/English, Property & Casualty, Life- MA & CT, American International College, B.A.- Political Science
Certification
- Property and Casualty License - Massachusetts Department of Insurance.
- Life and Health Insurance License - Massachusetts Department of Insurance.
Languages
Spanish
Native or Bilingual
Timeline
Lead Sales Representative
Liberty Mutual Insurance/Comparion Insurance Agency
11.2020 - Current
Sales Representative II
Liberty Mutual Insurance/Comparion Insurance Agency
01.2019 - 11.2020
Sales Representative I
Liberty Mutual Insurance/Comparion Insurance Agency
11.2017 - 01.2019
Finance Director
Committee to Elect Jesse Lederman
01.2017 - 09.2023
Training and Development Manager
Family Networks, LEAD Agency/DCF
09.2015 - 11.2017
Senior Service Coordinator
Family Networks, LEAD Agency/DCF
09.2012 - 09.2015
Development/Public Relations Associate
Center for Human Development
03.2011 - 08.2012
- Property and Casualty License - Massachusetts Department of Insurance.
- Life and Health Insurance License - Massachusetts Department of Insurance.
B.A. - Political Science
American International College
Professional Certification - Human Resources: Diversity, Equity, And Inclusion
New York University
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