Staci Jimenez

• Built and maintained strong client relationships through consistent outreach and high-touch service
• Conducted comprehensive needs assessment Advised clients on policy options, tailoring coverage to evolving needs and risk exposure
• Managed renewals, policy changes, and compliance requirements
• Partnered with carriers to negotiate competitive terms and enhanced coverage options
• Leveraged CRM systems to manage pipeline, track interactions, and drive follow-up
• Generated new business through referrals, networking, and relationship-building
• Developed tailored insurance solutions to meet diverse client needs.
• Stayed current on industry trends, attending conferences and workshops to continually enhance
• Provided ongoing support to clients, addressing concerns promptly and maintaining strong relationships built on trust.
• Cultivated relationships with key clients, enhancing customer satisfaction and retention.

• Managed insurance portfolios for high-net-worth individuals and families
• Designed customized coverage solutions for luxury homes, vehicles, fine art, and specialty assets
• Advised clients during the California homeowners insurance crisis, providing risk mitigation strategies
• Developed new business through networking, referrals, and industry events
• Negotiated high-value policies and long-term client agreements
• Strengthened retention through proactive communication and consultative service

• Operated as a 100% commission-based independent agent with full ownership of client relationships and book of business
• Generated approximately $600,000 in annual revenue (final year) through new business production and retention
• Rebuilt and expanded book post-COVID through referrals and community partnerships
• Recognized expert in transportation insurance (TCP, NEMT, taxi, and fleet operations)
• Secured over 300 taxi clients through direct relationship-building within the San Diego airport community
• Sold and structured commercial policies, including Business Owner’s Policies (BOP), General Liability, and Workers’ Compensation
• Introduced a premium finance partner, creating an additional agency revenue stream and improving client payment flexibility
• Onboarded a new insurance carrier, expanding market access and strengthening coverage options
• Negotiated with carriers and finance companies to secure competitive terms
• Ensured compliance with California Public Utilities Commission (CPUC) requirements

• Built a book of business from the ground up, combing premium finance and Insurance Premiums approx $750,000 Profit

Developed a predominantly referral-based client base through trust and long-term relationship management after first year of being an agent.

• Specialized in transportation insurance, including taxi, TCP, livery, and commercial fleet accounts
• Advised clients on CPUC and regulatory compliance requirements
• Structured competitive coverage programs in collaboration with carriers and underwriters
• Provided consultative risk assessments and tailored insurance solutions
• Maintained high retention through personalized service and proactive account management
• Advised clients on premium financing options and payment strategies to improve affordability and cash flow
• Mentored junior producers on best practices in sales techniques and compliance standards.