Richard Lutz

• Dynamic Professional and former Insurance Agency Owner with extensive experience in sales, account coordination, and process optimization. Proven track record in leading marketing, sales, and retention teams to drive customer acquisition and business profitability. Demonstrated ability to implement innovative systems and strategic advertising campaigns, resulting in significant cost savings and revenue growth. Successfully exited a business with a positive return over five years. Adept at collaborating across departments to streamline workflows, solve complex problems, and consistently deliver projects on time and within budget.

HIGHLIGHTS INCLUDE:

Marketing and Lead Generation:

• Led advertising efforts across Facebook Meta and Instagram platforms, connecting campaigns to GoHighLevel CRM for automated lead generation. Developed lead magnets like "Free Guides" and "10 Agent's Secrets to Getting the Best Rate," capturing first-party data and nurturing leads via email and text marketing. This effort contributed to 70% of total sales by year three, resulting in reduced ad spend and increased net returns.

Customer Account Oversight:

• Led all activities around customer account management, including quoting, document processing, solving pending issues, and processing customer reorders.

Operational Efficiency and Cost Savings:

• In Year 2, implemented a robust API automation system to significantly reduce the need for human intervention in repetitive tasks such as client communications, policy processing, and customer follow-ups. By integrating internal CRM systems like Salesforce and GoHighLevel with automated workflows, we reduced the need for manual entry, allowing staff to focus on higher-value tasks. This shift resulted in $48,000 in annual cost savings, which were reinvested into marketing strategies, ultimately driving additional revenue and long-term ROI.

Cross-functional collaboration:

• Led Marketing, Sales, and Retention teams to streamline operations and improve customer outcomes. Worked closely with procurement and production to resolve client issues, coordinate campaigns, and manage accounts seamlessly. By aligning marketing with sales strategies, we optimized campaigns and reduced churn, fostering long-term client loyalty and revenue growth.

Client Relationship Management:

• Cultivated lasting relationships with clients, driving revenue growth, and fostering trust through personalized insurance solutions: Auto, Home, Life, and Commercial. Successfully transitioned clients to alternative carriers within strict timelines to ensure minimal disruption upon non-renewal or other cancellation.

Strategic Planning and Business Development:

• Increased agency valuation through strategic business development and client acquisition systems, such as targeted marketing campaigns and paid advertising on Facebook, to our target niche audience for personal insurance products.

Board of Directors of the South San Diego Hispanic Chamber of Commerce

• EZLynx
• PL Rating
• Applied Rater

Meta (Facebook, Instagram) Ads

• Property and Casualty License
• Life and Health Licenses
• CA Insurance License: 0K66100
• National Producer Number: 17810904

• Tony Robbins: Mastermind Business System - 2021-2023 Los Angeles, CA
• Sales 3.0 Conference - Los Angeles, CA 2023-2024
• Farmers Agents Mastermind: Reno, NV x6 sessions focused on scaling retail agency in a closed market (CA)

• Life and Health Insurance License - California Department of Insurance.
• Licensed Insurance Agent/Broker - California Department of Insurance.
• Ethics in the Insurance Industry Certificate-Various Ethics Focused Organizations.
• Annuities Training Certificate- Various Providers.