Honors and Awards

Emerging Leaders Program (2007)

  • Awarded 1 of 5 spaces in a selective regional competition.
  • Demonstrated leadership role in creating a Green office program.

Best Territory Sales Plan (2010 and 2012)

  • Awarded to the best presentation and territory sales plan out of 60 presentations.

Best Overall Territory Sales Plan (2012)

  • Awarded to the best regional territory sales plan.

Best Territory Sales Plan - Runner-up (2011 and 2013)

Summary

Veteran Territory Sales Manager with 6 years experience supporting independent agents to improve and maintain company profitability through Dallas-Fort Worth region.

  • Outperformed all peers in the top 4 key objectives (2013).
  • Surpassed the state in 7 key objectives (2013).
  • Experience in restructuring market, reduced distributing 40% while increasing premium.
  • Manage the largest written premium in the state and region.
  • Best Territory Sales Plan (2010 & 2012).
  • Thought leader as demonstrated by creating, designing, and delivering training for independent agents.
  • Professional, flexible, creative, and service-oriented. 

Work History

Work History
Mar 2009 - Present

Senior Territory Sales Manager

Progressive Insurance

Objective:  Increase sales through the Independent Agent channel by prospecting and appointing new agents.  Manage the agent behavior to increase product sales, build strong relationships with key accounts, and deliver on key P&L company initiatives within assigned territory.  Create and execute advanced agency development strategies by developing, creating, and organizing regional/cross-regional training sessions.  

  • #1 Texas Sales Manager in Key Objectives:
    • Preferred New Business Growth by 21.9%; PL PIF Growth by 3.1% ; SL PIF Growth by 2.6%; Highest number of bundled PIFs (by average of 275%).
  • Exceeded state performance:
    • Conversion by 1.6%; 13.5% in new business sales; 11% in quote growth; 5.4% in written premium.
  • Mange $76 million written premium; increased year-over-year by average of 6.74%.
  • Special recognition for large account development:
    • 20% increase in market share becoming the largest agency in Texas.
    • Only Progressive agent to offer annual auto policy.
    • Handles all homeowner leads from Progressive Direct Florida customers.
    • Only sales manager invited to train TWG employees.
  • Best Territory Sales Plan (2010 & 2012), runner-up  (2011 & 2013).
  • Created and implemented new agent training process; adopted by corporate on a national level.
  • Developed 2 marketing plans that have been adopted by corporate nationally.
Jan 2008 - Mar 2009

Territory Sales Manager

Allied Insurance

Objective:  Increase sales through the Independent Agent channel by prospecting and appointing new agents.  Manage the agent behavior to increase product sales, build strong relationships with key accounts, and deliver on key company initiatives within assigned territory.

  • In year 1, turned a 3 year unprofitable territory into a profitable territory.
Dec 2006 - Jan 2008

Casualty Senior Claims Representative

Allied Insurance

Objective:  Successfully investigated and negotiated auto injury and auto property damage settlements due to the negligence of Allied Insurance members.  Successfully negotiated homeowner settlements due to homeowner negligence and general liability.  Negotiated directly with injured parties and legal counsel.

  • 1 of 5 employees to be selected for the Emerging Leaders Program.
  • Led claims center with three "10 Star Service Awards" during tenure.
  • 1 of 2 claims representatives selected to pilot new claims system.
May 2005 - May 2006

Casualty Specialist

California State Automobile Association (AAA)

Objective: Successfully investigated and negotiated auto injury and auto property damage settlements due to the negligence of CSAA members.  Negotiated directly with injured parties and legal counsel.

  • Earned authority to settle high exposure claims that fell outside of job description.
Jun 2003 - May 2005

Liability Claims Administrator

ELCO Administrative Services (Enterprise Rent-a-Car subsidiary)

Objective:  Successfully investigated and negotiated auto injury and property damage settlements due to the negligence of Enterprise Rent-a-Car drivers and renters. Investigated and resolved auto defect negligence claims.  Negotiated directly with injured parties and legal counsel.  Proactively managed legal counsel and litigation files.

  • Promoted twice in 2 years.
  • Handled high exposure fatality and vehicle negligence claims.
  • Obtained strong knowledge of negligence and primary financial responsibility laws in the states of CO, WY,UT, NM, and AZ.
Sep 2002 - Jun 2003

Management Trainee

Enterprise Rent-a-Car Company

Objective: Worked as part of a team to organize and implement strategies for daily branch operations.  Ensured the branch adequately managed and grew its rental fleet.  Worked with key accounts to maintain optimal vehicle availability. Marketed with area businesses to create and develop exclusive corporate accounts.

  • Led branch 7 of 9 months in sales of Damage Waiver.
  • Managed fleet of 250 vehicles.
  • Led branch in marketing and networking efforts with local businesses.

Education

Education
Sep 1998 - May 2002

Bachelor of Liberal Arts and Sciences

University of Illinois

  Minor:  Philosophy