Paula Marie Warner
California,KY
Summary
Results-driven Sr. Market Growth Consultant with a strong history at CSAA Insurance Group, recognized for driving strategic growth and enhancing team collaboration. Demonstrated expertise in business analysis and public speaking, resulting in a remarkable 150% increase in target benchmarks. Proficient in building robust client relationships and optimizing processes to boost efficiency. Passionate about leveraging skills to support organizational growth goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Sr. Market Growth Consultant
CSAA Insurance Group
, OH/IN/KY/WV
01.2015 - Current
- Maintain the power of relationships while also maintaining an efficient use of expense dollars.
- Habituate consistent club communications, meetings, and forums for collaboration and feedback.
- Participated in and facilitated the implementation of the following projects: Independent Agency expansion for existing and new agencies.
- Worked on the Value Chain Optimization Team: New Hire Training redesign.
- Implemented onboarding programs for new employees.
- Designed the Quarterly CSAA Update presentation for club agents and leadership.
- Coordinated and partnered with the Claim and Agent Service Team to deliver talking points for the Club Road Show, strengthen agents' understanding of claims, and underwriting.
- Trained, mentored, and developed new hire agents and existing agents to increase quote volume and the quality mix of business through a holistic sales process by focusing on clients' needs and not price.
- Partnered with the State Product Manager in the Business Quarterly Review meeting with Club leadership and the State Analyst.
- Participated in rate change discussions for OH, IN, KY, and WV, facilitating territory discussions with field intel and data research.
- Developed a strong relationship with the existing independent agent channel, promoting new business production and retention.
- Participated in the Annual Agency Network of Kentucky Agent meeting.
- Provide effective training and support to clubs, and ensure all technology/product projects are delivered successfully.
- Monitored operations and reviewed records and metrics to understand company performance.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Analyzed key performance indicators to identify effective strategies.
- Maintained positive working relationship with fellow staff and management.
Owner Agent
State Farm Insurance
Madeira, Ohio
01.2011 - 01.2015
- Developed Financial Planning Strategies and increased sales in life, health, property, causality and banking product through Insurance and Financial Review Program with current and potential policyholder
- Accountable for business planning: setting goals, motivating and training sales team
- Exceeded target benchmarks by 150%
Agency Field Consultant
State Farm Insurance
Florence, KY
01.2009 - 01.2011
- Implemented the use of retention strategies in agencies; lowed lapse cancellation rate from (52.26% to 28.03%)
- Managed 32 tenured and new agents in the Northern Kentucky market
- Implemented training course for new recruits- increased profitability
- Field office closed in 2011
Developmental Agency Field Consultant - DAFC
State Farm Insurance
Murfreesboro, TN
01.2007 - 01.2009
- Trained, mentored, coached and developed Training Independent Contractor Agents and Agency Interns in the state of Kentucky
- Qualified 2008 & 2009 Agency Field Office Club Level 2 Ambassador Travel
- All new agents qualified for Summit Award achieving 100% of goal
- Team wrote 1367 life application during Fall Life promotion, ranking us #1 in the Zone and 4th in the country
- DAFC office closed in 2009
Owner Agent – New Market
State Farm Insurance
Walton, KY
01.2003 - 01.2007
- Qualified for Ambassador Travel, Legion of Honor and Select Agent 2004, 2005, 2006 & 2007
- Built a policyholder base from 0 to 1,100 households in 3 years
- Executed business plan, developed operation systems and process, hired, trained and lead a high performing team to exceed sales goals
- Created unique marketing strategies, which branded my Agency
VP Sales
JPC Wireless - Nextel
Los Angeles, CA
01.1996 - 01.2003
- Built 6 Nextel Dealership locations starting 1996 to 2003
- Created 50 plus jobs in Los Angeles, CA
- Went from zero to $3 million dollars in gross sales in 3 years
- Developed and implemented operations systems and processes, hired and trained sales force for both retail locations and business-to-business sales team
- Managed multiple locations and lead a high performing team
Education
Chartered Life Underwriter -
The American College
Bryn Mawr, PABachlor of Science -
University of California, Santa Barbara
Santa Barbara, CAInternational studies -
Kent State University
Geneva, SwitzerlandSkills
- Business presentation
- Client relationships
- Subject matter expert
- Strategic growth management
- Business analysis
- Team collaboration
- Market research and analysist
- Budget management
- Public speaking
- Attention to detail
- Problem-solving
- Management coaching
Certification
- Property, Casualty, Life & Health Resident, Kentucky
- Non-resident, Ohio
Cellular
859-539-7672
References
References available upon request.
Timeline
Sr. Market Growth Consultant
CSAA Insurance Group
01.2015 - Current
Owner Agent
State Farm Insurance
01.2011 - 01.2015
Agency Field Consultant
State Farm Insurance
01.2009 - 01.2011
Developmental Agency Field Consultant - DAFC
State Farm Insurance
01.2007 - 01.2009
Owner Agent – New Market
State Farm Insurance
01.2003 - 01.2007
VP Sales
JPC Wireless - Nextel
01.1996 - 01.2003
Chartered Life Underwriter -
The American College
Bachlor of Science -
University of California, Santa Barbara
International studies -
Kent State University
Similar Profiles
Faridakhatun ShaikhFaridakhatun Shaikh
Software Development Engineer in Test at CSAA IG, CSAA Insurance GroupSoftware Development Engineer in Test at CSAA IG, CSAA Insurance Group
Kristy BradleyKristy Bradley
Sr. Commercial / Specialty Supervisor at CSAA Insurance Group (Mobilitas Insurance)Sr. Commercial / Specialty Supervisor at CSAA Insurance Group (Mobilitas Insurance)
Cindy LunaCindy Luna
Insurance Service Agent at CSAA Insurance GroupInsurance Service Agent at CSAA Insurance Group
ALANA BARTONALANA BARTON
Sr. Service Agent-Remote at CSAA Insurance Group, a AAA InsurerSr. Service Agent-Remote at CSAA Insurance Group, a AAA Insurer
Harold M. LivingstonHarold M. Livingston
Journeyman Pressman at Kumon North AmericaJourneyman Pressman at Kumon North America