ZACHARY FARRIS
Lantana,TX
Summary
Results-driven Chief Executive Officer with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
CHIEF EXECUTIVE OFFICER
Fortriator Insurance
04.2021 - 07.2023
- Strategic Expansion: Overcame regional challenges by expanding recruitment efforts outside high-risk areas, adding 32 new agents
- Diversified the portfolio of insurance carriers, leading to a 540% increase in revenue to $1.26M within three months
- Innovative Solutions: Addressed the challenge of quoting prospects efficiently by developing patented software, reducing quote-to-bind time to under 20 minutes
- Successfully sold the software to private equity for an undisclosed amount
- Sales Leadership: Boosted sales premiums, improved customer experience, and achieved a total NBWP Year-To-Date of $3.64M
- C-Level Relationship Management: Leveraged high-level contacts to secure a multi-million-dollar deal with a Colorado-based merger and acquisition (M&A) firm.
- Orchestrated a successful exit strategy with a $5.77M buyout from a private buyer, showcasing financial acumen
CHIEF EXECUTIVE OFFICER
Blue Falco Marketing, LLC
01.2018 - 12.2021
- Strategic Marketing: Formulated tailored marketing strategies for small businesses, achieving a 65% increase in new customers, a 98% rise in repeat customers, and a 64% revenue increase within six months
- Customer Service Excellence: Focused on customer experience, implementing Buy One Get One Free and Buy One Get One 50% offers to attract first-time buyers
- Digital Marketing Expertise: Utilized social media paid advertising (Facebook, Snapchat, LinkedIn, Instagram, YouTube) to generate business leads
- Achieved and exceeded actual sales, generating profits of $89K+ for digital marketing services
- Sales Management: Oversaw sales activities for Sales Manager and Representatives, achieving and exceeding planned revenue through effective performance monitoring
- Monthly Reporting and Forecasting: Uncovered prevailing and potential sales trends through monthly reports and sales forecasts, contributing to informed decision-making.
FRANCHISE CO-OWNER W/ GOOSEHEAD INSURANCE
Roy & Farris, LLC
01.2017 - 10.2017
- Sales Leadership and Team Development: Maximized sales growth by training and mentoring a high-performance team of two Sales Producers and one Customer Service Representative
- Surpassed sales quotas by an impressive 250% in the first year through the implementation of robust sales practices
- Referral Partnership Cultivation: Drove business growth and extended market reach by cultivating and sustaining referral partnerships with mortgage Loan Officers, Realtors, and dealerships across Southeast TX
- Financial Management: Enhanced financial efficiency by managing the agency's weekly, monthly, and annual operating budgets
- Rapid Agency Growth: Successfully grew the agency from $0 in Revenue to $323k in just under one year, enforcing under 1k policies.
AGENCY OWNER W/ FARMERS INSURANCE
Zack Farris Insurance Agency, LLC
09.2014 - 12.2016
- Business Establishment and Growth: Established and generated business growth for a personal lines insurance agency, achieving just under six figures in revenue within years
- Ranked as the top new agency in Texas for three consecutive years as a scratch agent
- Team Leadership and Business Development: Led and supervised a multi-faceted team, including Sales Producers, Customer Service Representatives, and an HR Manager, ensuring the accomplishment of shared objectives
- Supported business development by preparing and managing the annual operating budget and formulating and deploying marketing, business, and financial plans
- Sales Excellence and Customer Retention: Achieved measurable and incremental growth, attaining a remarkable 92% customer retention rate
- Became a top agency in the State of Texas in 2016 for 'premium growth' through the formulation and execution of persuasive sales plans.
Education
BACHELOR OF BUSINESS ADMINISTRATION: MARKETING -
Texas A&M University
College Station, TXMBA - Entrepreneurship
Texas A&M University
College Station12.2023
Skills
- Business Start up
- Staff Management
- Change Management
- Stakeholder Relations
- Multi-Million-Dollar Revenue
- Region/Territory Expansion
- Staff Leadership & Direction
- Inside/Outside Sales Management
- Alliance/Partnership Building
- Vendor Relationship Management
- Key Account Management
- High-Level Customer Satisfaction
- Networking, Prospecting, Deal Closing
- Consultative/Solutions Selling
- Social Media Marketing/Sales
- Sales Analysis & Reporting
- Salesforce (CRM &Lightning)
- HubSpot (CRM)
- Mondaycom (CRM)
- Ontraport (CRM)
- Zoho (CRM)
- ActiveCampaign (Email Autoresponder & Automation)
- Click Funnels
- Pipedrive (CRM)
- EZLYNX (Insurance Rater)
- EAgent
- PL Rating
- QuickBooks
- Quicken
- LinkedIn Ads
- Facebook for Business
- Snapchat Ads
- Twitter Ads
- Instagram Ads
- Google Ads
- YouTube Ads
- Adobe Cloud Suite (Adobe Photoshop, Illustrator, Acrobat Pro)
- Microsoft Office (Word, PowerPoint, Excel, Access, Outlook)
- Apple Pages
- Numbers
- Keynote (iWork)
- Dropbox
- ICloud
- Google Drive
- Scrum Master
- Product Manager
- Product Management
- Agile
Certification
CPCU Designation
Insurance Adjuster - AL, FL, LA, SC, TX
MGA - TX
General Lines Agent - TX
Timeline
CHIEF EXECUTIVE OFFICER
Fortriator Insurance
04.2021 - 07.2023
CHIEF EXECUTIVE OFFICER
Blue Falco Marketing, LLC
01.2018 - 12.2021
FRANCHISE CO-OWNER W/ GOOSEHEAD INSURANCE
Roy & Farris, LLC
01.2017 - 10.2017
AGENCY OWNER W/ FARMERS INSURANCE
Zack Farris Insurance Agency, LLC
09.2014 - 12.2016
BACHELOR OF BUSINESS ADMINISTRATION: MARKETING -
Texas A&M University
MBA - Entrepreneurship
Texas A&M University
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