Goal-oriented Territory Sales Manager with great pride in exceeding goals and achieving sales quotas. Dedicated to maintaining high level of personal product knowledge and skillfully influencing consumer buying habits. Exercise sound judgment and establish goals to meet aggressive targets. Experienced professional proactive in leading and developing strategic growth plans and product portfolio rollouts across multiple states.
2022 & 2024 Key Sales Leader Recipient
-Exceeded Sales Plans: 185% (2022), 171% (2023), 183% (2024)
-As a top-performing Territory Sales Manager, I consistently surpassed aggressive sales targets while supporting Independent Agencies across Western Washington and Oregon. I serve as the primary liaison for Allstate, Encompass, and National General products, offering strategic consulting to help agencies achieve growth and profitability.
-I led the successful regional launches of new Personal Lines products in Oregon (2023) and Idaho (2024), with a Washington rollout planned in 2025.
-By implementing data-driven sales tactics and personalized action plans, I helped partners stay on track toward revenue goals.
-My role also involved proactive prospecting and appointment of new agencies, further expanding market reach.
-As a member of Allstate’s Employee Satisfaction Advisory Board, I contributed to initiatives fostering internal collaboration and organizational improvement.
Virtual Sales Consultant servicing the Pacific Northwest Territory states: WA, ID, OR
-Representing both Allstate Insurance and Encompass Insurance products throughout the 3 states in the Pacific-Northwest.
-Act as strategic business advisor to the independent agents appointed with Allstate and Encompass in order to achieve short and long term sales objectives.
-Implement market specific sales tactics designed to achieve specific growth and profit goals to make sure the agencies are hitting their targeted production numbers.
-Identify any operational issues within the agencies and recommend solutions to resolve issues and keep the agency on track for production goals.
-Monitor agency results throughout the timeline of action plan, communicating results and keeping the agency on track.
-Utilizing data resources at hand to implement processes that promote and drive success.
-Prospecting for new agencies throughout the Pacific Northwest Territory to appoint and sell the Allstate and Encompass products. This process includes analyzing data to pin-point the best areas of the state that will be successful writing Encompass products.
-Thorough interviewing and vetting of prospects to determine the right fit. Once agents are appointed, business planning begins and production requirements and strategies to leverage the products are put in place.
Agency Sales Manager for the greater Los Angeles area in charge of strategy development to help boost the territory premium and overall agency revenues.
•Responsible for managing and retaining book of business consisting of small and middle market
commercial accounts, as well as HNW personal lines accounts.
•Maintain working relationships with underwriters and marketing reps for renewal of commerical accounts and help market brokered renewals 90-days prior to renewal to negotiate and obtain quotes, endorsements, and binders in a timely manner.
• Business development of commercial accounts including loss mitigation, consulting meetings, and account rounding to identify upsell opportunities and any coverage gaps.
• Canvassing for new business sales through field prospecting, walk-ins, and cold calling to develop a pipeline of sales leads and asses the opportunity to close.
• Responsible for assisting the commercial producers in their sales process when needed to help close a sale and boost the agency revenue.
• Networking with local businesses and property managers to build strong referral relationships and arrange meetings with potential customers to analyze their insurance needs.
• Manage day to day requests for all accounts including endorsements, certificates of insurance, audits, and changes as requested.
Account Executive/Office Manager responsible for retaining and growing Personal Lines and Commercial Lines book of business.
• Working with underwriters to create insurance proposals to present to customers covering a variety of different business risks with a focus on middle and large market accounts.
• Utilizing knowledge of rating procedures and appetite eligibility to effectively determine what lines of coverage are needed for both Commercial and Personal Lines accounts.
• Business development of commercial accounts including account rounding to identify upsell opportunities and any gaps in coverage, and loss mitigation in order to help improve loss control and build a trusted relationship with clientele.
• Canvassing through field prospecting, walk-ins, and cold calling to set presentation appointments and increase agency sales.
-Appoint new producers while setting and monitoring production expectations with each Agency.
-Prospects and prequalifies new producers to build and maintain a productive working relationship with each agency.
-Leverage personal relationships with agents and ICAT producers to provide insight into classes to target.
-Work with Underwriting and R&D to ensure offerings fulfill a need in the market and are differentiated.
-Developing sales goales and standards for agents to meet while managing sales activity and agency production for all agencies.
-Assists with research in the market to help identify opportunities for product enhancements, new distribution channels, and new geographic markets with growth potential.
-Managing the assigned territory from Santa Barbara County to San Diego County.
-Daily cold calling to insurance agents to set up appointments and build strong customer relationships.