Rachel Delgado
Manhattan Beach,CA
Summary
Driven and passionate leader with a focus on supporting and inspiring Agency Owners to pursue the Farmers Insurance Value Proposition as the best small business opportunity in our market. Shares a vision of intentional and streamlined actions that drive sustainable, quality sales growth in every agency. Dedicated to providing necessary tools and support for every agent to become a leader in their agency and community, fostering personal growth and encouraging constant innovation.
Overview
12
12
years of professional experience
Work History
Agency Business Consultant
David Gamble- Farmers Insurance District 58 & 85
11.2023 - Current
- Main support for all District 85 agencies in all categories.
- Create and regularly distribute trackers to all agents in both districts for VRC, AGB, and Achievement Clubs.
- Drive and support growth across all Lines of Business, including FFS.
- FFS Registered Principal. Support product selection and suitability. Annual District and Agency Audit.
- Track progress and provide strategy and feedback on District goals.
- Shared creation and implementation of District Recruiting and Agency Sales Marketing program utilizing AI.
Agency Business Consultant
Jason Brown- Farmers Insurance District 67
01.2021 - 12.2023
- Supported 42 Agencies in Agency Operations, Marketing, Sales Training, Product Training, Goal Tracking and Customer Escalations.
- Supported District AD and Staffing goals by conducting daily interviews, tracking licensing progress, compiling Reserve, Retail and Acquisition packets.
- Created and implemented districtwide training program for PolicyCenter and APEX rollouts.
- FFS Registered Principal. Support product selection and suitability. Annual District and Agency Audit.
- Created and implemented Life Productions strategies including Promos.
- Conducted regular District meetings and trainings.
Field Account Executive
Caliber Collision
10.2016 - 03.2020
- Achieved Quarterly Sales Growth in the Los Angeles Territory. Sales averaged approximately $25-35 million per month.
- Maintained routine communication with clients from the “Top Ten” Major insurance companies to assess overall satisfaction, resolve concerns and promote our partnership.
- Established brand and relationships in new Sales Territories across the US.
- Community Events Ambassador.
Human Resource Integration Manager
Caliber Collision
04.2015 - 10.2016
- Delivered conversion plan and presented company orientation for employees at new acquisition locations.
- Conducted site interviews with every acquisition employee with the purpose of employee retention.
- Completed hiring and benefits enrollment process with all new employees.
- Participated in operational meetings to determine appropriate sales and staffing plans.
Office Manager
Caliber Collision
01.2014 - 04.2015
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Established and developed highly efficient and dependable administrative team by delivering ongoing coaching and motivation and fostering career advancement.
Office Coordinator
Folsom Lake Kia
11.2012 - 01.2014
- Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members/ services.
- Trained new employees on administrative procedures, company policies and performance standards.
Copywriter
Upstream, S.A.
06.2012 - 01.2013
- Wrote advertising copy for online content, adhering to employers' overarching brand identity and personality.
- Customized brand message to reach and capture target audience interest and drive engagement.
- Produced original, creative content for promotional advertisements and marketing materials.
- Clients included: Verizon- North America, T-Mobile- North America, Vodafone- UK, Virgin Mobile- UK.
Education
Master of Business Administration - Business Management
California State University - Los Angeles
Los Angeles, CABachelor of Science - Human Resources And Organizational Behavior
California State University - Sacramento
Sacramento, CASkills
- FFS- Registered Principal
- Strategic and Organizational Planning
- Insurance Industry expertise
- Professional Development
- Team Building
- Marketing and Sales Strategy
Timeline
Agency Business Consultant
David Gamble- Farmers Insurance District 58 & 85
11.2023 - Current
Agency Business Consultant
Jason Brown- Farmers Insurance District 67
01.2021 - 12.2023
Field Account Executive
Caliber Collision
10.2016 - 03.2020
Human Resource Integration Manager
Caliber Collision
04.2015 - 10.2016
Office Manager
Caliber Collision
01.2014 - 04.2015
Office Coordinator
Folsom Lake Kia
11.2012 - 01.2014
Copywriter
Upstream, S.A.
06.2012 - 01.2013
Bachelor of Science - Human Resources And Organizational Behavior
California State University - Sacramento
Master of Business Administration - Business Management
California State University - Los Angeles
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