Tyson Porlas
Insurance Professional
San Diego,CA
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal lines client manager
Marsh & McLennan MMA
03.2023 - Current
- All personal lines, auto, home, watercraft and umbrella
- Specialize in high net worth clientele and high value property
- Regularly utilized admitted and non-admitted markets
- Front line underwriting
- Managed a book of business over $2.5 million in premium (over $350k in revenue)
- Experience with Sagitta and Image Right software programs
Insurance Agent
SELECTQUOTE INSURANCE AGENCY
01.2020 - 01.2023
- All personal lines, auto, home, watercraft and umbrella
- Prequalify new clients
- Internal and external sales
- Front line underwriting
- Appointed with over 20 different carriers, licensed in over 30 states
- Regularly met or exceed annual quota $600k in premium
Insurance Agent
AAA Auto Club of Southern California
10.2017 - 01.2020
- All personal lines, auto, home, watercraft and umbrella
- Prospect and prequalify new clients
- Internal and external sales
- Front line underwriting
- Goal driven and responsible for own book of business
- Commission based sales position
Territory Sales Agent
ADT Security Services
03.2014 - 10.2015
- 100% commission sales based position
- Sold security solutions to small businesses
- Wrote customized contract proposals for reach client
- Develop customer relationships for lasting business
- Responsible for new business development as well as resigning old customer accounts
- Identify new markets to sell to
- Maintained a high closing percentage (35% vs company average 30%, 75% close rate on all company provided leads)
- Prospected and cold called assigned territory
Education
Bachelors of Business Administration - Finance & Economics
06-2028
GPA: 3.80
Associates - Culinary Arts
08.2005
GPA: 2.5
Skills
- Client services
- Strategy development
- CRM software proficiency
- Client base retention
- Clientele interactions
- Customer service
- Account management
- Sales presentations
- Relationship building
- Consultative selling techniques
- Solution selling
Certification
Current and valid CA State Personal Lines Broker-Agent, #0L45085
Professional Accomplishments
- Ranked in the top 3 sales reps for all of California for ADT, 10/14
- Sales All Star Candidate ADT, 05/15
- Sales Rookie of the Year Award Recipient (Wyndham Resorts), 12/12
- Top Sales agent MCS
Timeline
Personal lines client manager - Marsh & McLennan MMA
03.2023 - Current
Insurance Agent - SELECTQUOTE INSURANCE AGENCY
01.2020 - 01.2023
Insurance Agent - AAA Auto Club of Southern California
10.2017 - 01.2020
Territory Sales Agent - ADT Security Services
03.2014 - 10.2015
Scottsdale Culinary Institute - Associates, Culinary Arts
Grand Canyon University - Bachelors of Business Administration, Finance & Economics
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