Forney, Texas, United States
Sales management and distribution leader with over 17 years of insurance experience. I currently manage over 60 exclusive agencies encompassing nearly $450 million in premium. I follow a belief that nothing happens in our organization until a policy is sold. I work with existing agents through consultations to inform and impower actions to drive profitable growth in my market. To further develop my market, I recruit, train, and develop agents to achieve organizational successes. Want to be your own boss, run your own business and have unlimited earnings potential? Allstate is looking for agency owners with a passion for helping people live a good life and building a good life for themselves. As an Allstate Agency Owner, you'll be a trusted leader in your community and build your small business by helping customers protect what matters most. If you would like to learn more about Allstate Agency Opportunities, please visit www.allstateagent.com, Please contact Thomas Hoffman if you are interested in learning more about opportunities with Allstate. Phone: (469) 318-5651 Email: [email protected] https://career8.successfactors.com/sfcareer/jobreqcareerpvt?jobId=662102&company=Allstate&st=5E6133CB64AC3F17015F4860783F0D65C456A334
Support the growth and success of the distribution channel and its new agency owners and/or existing exclusive agents. This is achieved through effective consultations, acquisition and retention process adoption, business planning and deployment/staffing strategies. Influence’s behavior changes with the ability to coach/engage agency owners. Responsible for “owning” the market and achieving Allstate business objectives – which include but are not limited to – ensuring strategic, long-term profitable growth and increased market share. This is achieved through: – Creating and tracking performance to a strategic business plan for the market. – Consulting with Exclusive Agencies (EAs) to develop strategic business plans, provide advice on agency operations, identify issues and recommend plans for resolution, and facilitate access to Allstate resources. – Communicating Allstate messages to agents and apply the message to the agency-specific business model to create an action plan to adjust operations accordingly. – Prospecting for, assessing and recruiting agency candidates in accordance with the market deployment strategy.
Recruit, train, and develop a team of agents to sell auto, property, supplemental and life insurance products. • Develop and execute building management strategy, engaging existing protection and financial services agencies. • Identify, select, and onboard new employee agent/agents within assigned geography to meet the building management strategy. • Both as an individual and through others drive multiline sales (transactional sales of P&C, L&R, SI, Term/Life products) delivering production results to meet assigned geography goals. • Conduct joint work with new employee agents/agents in schools and on sales appointments in a training capacity to demonstrate, assist, observe approach. • Teach and strengthen understanding of the HM repeatable sales process. • Communicate expectations and monitor progress. • Objectively assess employee agents/agent success against company standards/expectations, identify gaps and work closely with employee agent/agents and/or other field leadership or resources to address the gaps; develop correction action plans if needed and end agent engagements when appropriate. • Connect employee agent/agents with local opportunity or challenges to appropriate HM support. • Both facilitate obtaining access through workshops, but also demonstrate and deliver HM workshops.
Captive agent under Farmers Insurance Group with 3 licensed staff. Book of business with over 1,500 policies-in-force and over $2 million annual premium. • Sell Auto, Home, Business, Life and other insurance products using consultative sales techniques. • Identify prospective customers using established lead methodologies for new business. • Counsel and advise prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need. • Make presentations to decision-makers of businesses to establish or maintain relationships. • Develop incentive programs and contests designed to drive sales and exceed production goals. • Achieved Blue Vase award for fast-start sales in Life Insurance sales 2018. • Received Profitable Growth Bonus award every month in 2018 and 2019.
Corporate employee in Distribution Sales and Marketing as a Consultant responsible for agency development, agent compliance, analytics, and budget. • Development – Responsible for facilitating all aspects of new agent appointment process, which includes forecasting, recruiting, onboarding, agent placement, training, and agent success. Work with cross functional teams on varying business initiatives. • Accountability – Trend analysis and early detection of agent business results. This includes conducting investigations of potential contact violations. • Placement – Manage brand standards including agent and office locations. • Analytics – Analyze regional market, distribution channel and product offerings, identify gaps and strategic opportunities, and work with business partners on plan to increase market share and drive profitable growth. Review marketing strategies, results, and identify actionable opportunities. • Budget – Manage budget, including agency promotions and travel of all area employees.
Corporate employee in Distribution Sales and Marketing as a Manager of Agency Development which includes recruiting, training, and development of new agents within their first 3 years of appointment. Assigned area includes 8 District Managers, 16 Agency Business Consultants, and 8 Recruiters. • Recruiting – Prospect candidates who meet initial qualifications and conduct 3rd level interviews. Review contracts, licensing requirements, and process appointments. • Training – Monitor training progress of candidates and appointed agents. Facilitate an engaging environment in which agents are inspired and feel supported. • Development – Monitor sales progress and field underwriting compliance. Generate strategic and innovative ideas to drive new business development. • Accountability – Enforce ethical and legal standards District Managers, Agents, and other appointed personnel. Process appointments and terminations as the company authorized representative. Conduct initial investigations as warranted.
Run all store operations. • Generated forecasts of sales, labor, expenses, and revenue for a high-volume store producing $20,000 weekly. Increased sales by 8% YOY. • Conducted interviews, employee reviews, and terminations to maintain staffing levels and assess development. • Coordinated weekly work schedules for 25-30 employees based on projected forecasts. • Voted best pizza in San Marcos in 2005 and 2006 by Study Breaks magazine.