Manager and Owner
2010 - 2013
AMERICAN FAMILY INSURANCE
Manager and Owner All American Club Award A highly esteemed, Established a successful insurance business from the ground up, outstanding achievement in the first year of strategically and innovatively growing the business and implementing sales in 2011, 2012 and ahead policies and programs to increase company profits. of schedule to receive for Created systems to train and manage team members in achieving 2013. agency objectives. Received the highest esteemed award, Washington State Agent of the All Star Top Agents Club Month in 2013 given to American Family agents for outstanding achievement in recognition for an overall mix of business and sale Awarded to a limited number of top producers in the state. production. Developed guidelines for personnel evaluations, staff advancement and recruitment procedures. Life Insurance Honors Club and Maintained efficient team structures and evaluated performance based Life Diamond Award on analytics. Received while meeting Ranked #1 in Life Sales in the district and #7 in the state despite being American Family's one of the newest American Family Insurance agents. expectations in sales for Formulated and managed a detailed business plan consisting of Home, Auto and Business performance goals, sales results, retention and client and staff insurance and exceeding satisfaction. company expectation in Life Mentored staff in establishing individual expectations, fostering Insurance sales. creativity and self-motivation by implementing result expectations. Followed up on targets, holding members accountable for achieved results. LANGUAGES Established and sustained growing business results in a declining economy. Spanish & Portuguese Managed budgeting process and profit and loss records for performing business and financial analyses.
Office Manager/financial Coordinator/marketing Director
2008 - 2010
WESLEY JOHNSON, DDS
Office Manager/Financial Coordinator/Marketing Director Managed the day-to-day operations filling many roles to support growth and add to the bottom line. Developed and implemented comprehensive sales and marketing strategies while providing productive administrative management involving business, financial and human resources(HR) responsibilities. Utilized strategic planning methodologies and goal setting to direct operations while increasing productivity and profitability. Measured programs and processes for strengths and weaknesses and implemented changes as needed. Formulated policies and strategic plans and implemented procedures and growth initiatives. Grew new office 150% over an 18 month period and consistently exceeded new patient monthly goal by 300%. Participated in the hiring, training and assessment of office staff. Spearheaded and implemented a successful sales and marketing plan to grow business by obtaining referrals from existing clients and fostering community and business to business(B2B) relationships. Provided information to potential clients by setting up display tables throughout the community and marketed utilizing door-to-door campaigns.
2005 - 2006
CHURCH OF JESUS CHRIST OF LATTER DAY
ADMINISTRATIVE ASSISTANT HUMANITARIAN MISSION IN BRAZIL Managed a literacy project, developing and creating it from the ground up for the Church for Brazil. Created student and teacher manuals to teach illiterate Brazilian adults how to read and write in their own language, Portuguese.
1999 - 2005
SALT LAKE BOARD OF REALTORS Achieved
Licensed Realtor $3.5M in sales, Rookie of the Year, and Top New Realtor and