Goal-driven Agency Owner offering 10 years of experience generating business, acquiring & retaining customers and surpassing demanding sales objectives.
Overview
26
26
years of professional experience
Work History
Exclusive Agency Owner
The Mark Erwin Insurance Agency
Grand Prairie, TX
06.2016 - Current
Designed strategic marketing and advertising campaigns to enhance agency development in market.
Assessed customer needs and developed individualized solutions delivering new insurance portfolios and coverage to customer satisfaction.
Promoted sales growth in home and auto products by implementing direct mail into specific zip codes.
Developed and implemented successful business plans in order to acheive agency goals.
Managed budgeting, purchasing and payroll and delivered pertinent reports to board.
Recruited, hired and developed top candidates for open vacancies and retained staff through consistent mentoring, positive feedback and accountability.
Supervised all agency activities to promote proper planning, coordination and organization.
Upheld The Mark Erwin Agency core values of accountability, respect and reliability.
Attended seminars, conferences and organizational activities to maintain management expertise.
Approved staff hiring, termination & promotions.
Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
Owner of Erwin Retirement Specialists LLC
Erwin Retirement Specialists LLC
Austin, Texas
08.2012 - 06.2016
Guided clients through compiling important financial histories and documentation for evaluation.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Assisted clients in making beneficial and strategic decisions regarding annuities and permanent life insurance strategies.
Expanded customer base through community outreach and strategic business partnerships.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Proved successful working within tight deadlines and fast-paced atmosphere.
Offered friendly and efficient service to customers, handled challenging situations with ease.
Developed and maintained courteous and effective working relationships with various insurance companies and brokers nationally and statewide.
Assistant Athletic Director Defensive Coordinator
Belton ISD
Belton , Texas
02.2007 - 08.2012
Achieved school's first 5A Playoff Football Appearance and Victory
Associate Head Football Coach
Alvarado ISD
Alvarado, Texas
06.2006 - 02.2007
4 of 5 sports made the playoffs under my leadership.
100 % passing rate in classroom.
Asst Head Football Coach / Boys Soccer
Mansfield ISD
Mansfield , Texas
06.2004 - 08.2006
Achieved Coach of The Year for Boy's Soccer
Instrumental in Opening a new School for the Mansfield ISD
Athletic Director Head Football Coach
Hillsboro ISD
Hillsboro, Texas
06.2002 - 08.2004
4 of 5 men's and women's sports made the playoffs each year under my leadership as Athletic Director
Collaborated with administrators to establish framework for player participation and awards.
Assessed individual skills and physical abilities to make appropriate position assignments.
Promoted football program to administrators, families, and community.
Scheduled and oversaw robust calendar of practices, special events and conference games.
Teacher Coach
Hillsboro ISD
Hillsboro, Texas
08.1998 - 06.2002
Defensive Coordinator / Assistant Head Football Coach for a program who won their first bi - district playoff game in 55 years ( 2002 )
All Students achieved 100 % passing rate in my classroom.
Teacher Coach
Irving ISD
Irving, Texas
06.1996 - 08.1998
Helped Students in My Classroom to Achieve 100 % Passing Rate
Head Coach - Freshman Football was a Perfect 10 - 0.
Education
Master of Science - Sports Management
Texas A&M University
College Station, TX
05.1996
Bachelor of Science - Psychology
Texas A&M University
College Station, TX
12.1993
High School Diploma -
Hillsboro High School
Hillsboro, TX
05.1989
Skills
Negotiation and Persuasion
Work Planning and Prioritization
Sales Planning
Focus and Follow-Through
Professional Relationships
New Business Development
Insurance Industry Knowledge
Customer Acquisition
Driven and Determined
Team Leadership
Customer Relations
Sales Growth
Adaptable and Flexible
Coachable
Accomplishments
Achieved Annual Agency Bonus Award by surpassing new business, retention and portfolio growth goals ( 2020 - 2021 )
Current Close Rate is 67 % ( 2022 ) for New Business Acquisition.
Current Close Rate for Cross Sells is 42 % ( 2022 )
Current Retention is 86 % ( 2021 & 2022 )
Consistently in Top 10 of Market Leaders for New Business Production ( 2017 to 2022 )
Achieved Pro and Elite Level 5 of Last 6 Years for New Business / Retention and Life Sales Production
Ring of Honor Award Level Qualifier ( 2021 )
Calls into " C " level decision makers within medium and large sized companies.
Leverage key centers of influence for referrals and individual business growth.
Conducts an average of 125 prospecting calls ( personally dialed and auto dialed ) per week over the last 10 years separate from referral and warm leads.
Mentored 5 new sales representatives over the past 6 years to help achieve agency level bonuses, awards and recognition.
Finished #1 for fiscal years 2016 to 2021 in our agency for new business acquisition and premium.
Finish in Top Ten Monthly for Variable Compensation Earned and Monthly Promotional Bonuses ( Agency Level ) in order to drive growth.
Earned Million Dollar Round Table in 2014 - 2015
Earned Company Trips Overseas for Achieving President's Club Status for Top Sales Production in the Texas Market 2014 -2015 ( Annuity and Life Sales )
Languages
Spanish
Professional Working
References Available Upon Request
References Available Upon Request
Timeline
Exclusive Agency Owner
The Mark Erwin Insurance Agency
06.2016 - Current
Owner of Erwin Retirement Specialists LLC
Erwin Retirement Specialists LLC
08.2012 - 06.2016
Assistant Athletic Director Defensive Coordinator
Belton ISD
02.2007 - 08.2012
Associate Head Football Coach
Alvarado ISD
06.2006 - 02.2007
Asst Head Football Coach / Boys Soccer
Mansfield ISD
06.2004 - 08.2006
Athletic Director Head Football Coach
Hillsboro ISD
06.2002 - 08.2004
Teacher Coach
Hillsboro ISD
08.1998 - 06.2002
Teacher Coach
Irving ISD
06.1996 - 08.1998
Master of Science - Sports Management
Texas A&M University
Bachelor of Science - Psychology
Texas A&M University
High School Diploma -
Hillsboro High School
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