Handled customer relations issues, enabling quick resolution, and client satisfaction.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Coached and counseled producers, assisting with individual selling efforts and helping sales representatives reach targets.
Grew commercial lines production by over 20% in one year, applying proactive management strategies and enhancing sales training.
Evaluated performance against goals and implemented appropriate development plans.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
Directed sales support staff in administrative tasks to help commercial producers close new business.
Enhanced profitability by developing pipelines utilizing marketing and sales strategies and focusing on specific business types and premium generated.
Agency Owner
Sherrill Brokar Insurance Advisors
07.2005 - 08.2021
Assessed customer needs and developed individualized solutions to reach customer satisfaction.
Designed strategic marketing and advertising campaigns to enhance agency development in market through networking, SEO, direct mail, and outsourced calling.
Oversaw day-to-day production and growth of agency.
Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
Recruited, hired and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
Tracked and evaluated the agency's book of business performance in order to make proactive adjustments to business plans.
Attended seminars, conferences and organizational activities to maintain management expertise.
Territory Manager (Marketing Rep)
Safeco Insurance
03.2003 - 07.2005
Established successful account relationships by building rapport and maintaining consistent communication.
Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
Worked with agency owners and staff to aid in production of personal and commercial lines business products offered by Safeco.
Researched competitor activity and used findings to develop sales growth strategies to build Safeco's book in central Texas.
Reviewed new agency appointments and onboarded new Safeco agents.
Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Agency Manager Producer
Watkins Insurance Group
01.2001 - 03.2003
Set up policies and completed all documentation.
Worked in high-volume, competitive sales environment.
Provided information on features, policies and relative advantages to promote insurance packages.
Met commercial and personal clients to discuss needs.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Responded to customer calls swiftly to resolve issues and answer questions.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Approached potential clients by using direct marketing mailings and phone contacts.
Managed employees (customer service reps).
Participated in community and networking organizations.