Results-oriented territory manager with substantial industry experience. Efficient in developing territory plans and strategies resulting in sales increase. Achievement-oriented individual talented at revamping operational procedures to drive profits.
Overview
10
10
years of professional experience
Work History
Territory Manager
Gainsco Auto Insurance
Portland
09.2025 - Current
Managed territory sales and marketing strategies for product growth.
Developed strong relationships with key clients to enhance loyalty.
Coordinated training sessions for new sales representatives and team members.
Analyzed market trends to identify new business opportunities for expansion.
Maintained direct personal contact with all assigned accounts and fostered relations with new ones.
Branch Manager
Freeway Insurance
Gresham
10.2023 - 09.2025
Results driven insurance branch manager with 9 years of experience leading high performing teams, driving sales growth, and ensuring operational excellence in the insurance industry.
Coordinated promotional campaigns for new products or services in order to boost sales revenue.
Adept at regulatory compliance staff training and fostering a customer-centric culture.
Assisted other branches when needed during peak periods or special projects.
Managed staff scheduling, hiring and training processes.
Developed strategies to increase customer satisfaction and loyalty.
Resolved escalated customer complaints in a timely manner.
Conducted regular performance reviews for all employees in the branch.
Identified opportunities for process improvement initiatives within the branch.
Participated in community events to promote brand awareness.
Implemented internal control procedures to minimize risk exposure and maximize profitability.
Managed and inspired team members to perform to full potential, driving branch profitability.
Insurance Agent
Homesite Insurance
Portland
08.2020 - 03.2023
Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Conducted research to identify competitive rates and benefits offered by other providers.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Insurance Agent
National General Insurance Company
Hillsboro
12.2015 - 02.2020
Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Conducted research to identify competitive rates and benefits offered by other providers.
Educated customers on the importance of maintaining adequate insurance coverage.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Processed payments received from clients promptly according to established procedures.
Education
Some College (No Degree) -
Portland Community College
Portland, OR
Skills
Sales management
Regulatory compliance
Contract negotiation
Customer relationship management
Insurance underwriting
Problem solving
Conflict resolution
Promotional strategies
Multi-tasking
Strong team-builder
Goals and performance
Employee monitoring
Territory management
Client relationship building
Sales strategy development
Sales growth strategies
Effective communication
Account growth
Strategic planning
Sales training
Accomplishments
Highest crossing selling agent in the company for 2016
Highest selling office in our district in 2024.
Number one office in our best of the best awards 2024