Samantha Gomez

• Oversee daily operations of the territory office, ensuring smooth workflow and professional client experience
• Coordinated territory-wide meetings, training events, and leadership functions, overseeing venue booking, catering, registration, logistics, and vendor management to enhance participant experience
• Managed event budgets, contracts, and expense tracking, ensuring financial accountability and adherence to budgetary guidelines
• Acted as primary communication liaison between District General Agents (DGAs), ADMs, core team, and corporate leadership.
• Track and monitor enrollment activity, projections, and upcoming account implementations
• Prepare and distribute quarterly projection sheets and territory performance reports
• Coordinated roundtables, appreciation events, and networking opportunities to strengthen broker relationships.
• Manage office vendor relationships including internet, catering, parking, and facility services
• Facilitate internal training sessions and territory initiatives (e.g., selling systems, PULSE events, TKO meetings)
• Provide administrative and operational support to leadership team, including 1:1 recaps and meeting summaries
• Ensure compliance with company policies and maintain organized documentation and reporting systems
• Handle scheduling, calendar coordination, and executive-level meeting preparation
• Support onboarding logistics for new hires and territory growth initiatives
• Maintained high-level professionalism in communication across multiple districts and departments, fostering strong collaboration and clarity

Executed daily accounting tasks with precision to ensure accurate financial reporting.

• Collaborated with diverse coworkers to resolve product and service issues, enhancing team effectiveness.
• Identified needs of customers promptly and efficiently.
• Addressed customer inquiries and requests promptly, contributing to improved customer satisfaction.
• Assisted with GAP insurance and Warrantys
• Coordinated vehicle trades with dealerships within and outside Texas
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