Anthony Tran, Acsr Email & Phone Number

Stockton, California Area

Stockton, California

Stockton, California

• Coaching and training a team for optimum results in a short period of time while still maintaining a positive customer and employee experience. Guiding the team to understand the company vision to implement the new.
• Conducting one on one coaching sessions with producers to help with their individual performance.
• Conducting daily huddles to help office understand daily commitments and underwriting concerns along with best practices to carry out the company’s Confie Sales Process.
• Increasing office broker fee average from $120 to over $170 for over 8 consecutive months compared to year over year numbers.
• Received 2nd place award for Statewide March Madness Sales Contest.
• Effectively trained and developed two producers that became managers within their first year in insurance.

Northern California

• Responsible to attract, develop, and retain the best sales workforce in Northern California and further enable the organization to deliver high-quality excellence in sales and customer service. Collaborate with.
• Exceed sales plan after implementing new marketing strategies. Focus objectives by contributingregional sales tactics and recommendations to President and CEO.
• Preparing and completing action plans; implementing production, productivity, quality, and customer service standards; resolving problems; completing audits; identifying trends; determining sales system improvements.
• Execute sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions. Establishes sales objectives by creating a sales.
• Recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, maintaining and disciplining employees in assigned districts; communicating job expectations; planning, monitoring, appraising.
• Instituting a robust sales process of the informed choice and developing company best sales practices, transitioned sales team from the industry standard sales process to a customer sales solution focus, improved.

Northern California

• Directed the sales of non-standard business, with accountability for recruiting, coaching, motivating, and retaining top performing sales associates. Participated in the development/launch of new sales processes and.
• Managed multiple locations to achieve the highest level of sales and customer service.
• Consistently reached goal over previous month and was promoted from Sales Agent to BranchManager within 1 year of employment start date.
• Increased sales first month of management by 30% in San Jose, CA.
• Formulated new local guerilla marketing programs and developed a sales process which helpedincreased closing ratios from 33% to above 50%.
• In charge of creating office contest to motivate sales staff, while creating a positive and fun workingenvironment.

Southern California

• Relocated for better opportunity with national growth. Adapted to phone sales to provide insurance for over 7 different states. Focused on closing immediate sales in a fast pace call center environment.
• Achieved top tier p sales bonus on first sales quarter of start date.
• Received bonus for customer service satisfaction recognition.
• Paid attention to detail and knowledge of company underwriting guidelines.
• Ability to service clients in face to face, over the phone or online.
• Utilized self marketing and network marketing techniques to increase sales in order to reach maximum level of bonus on a consistent basis.

Acsr, Personal Lines Insurance

Accredited Customer Service Representative Designation

Pursued B.A., Business Administration

Licensed Insurance Agent In California

Previous Non-Resident Licensed Insurance Agent in: Arizona, Nevada, New Mexico, Ohio, Texas, Georgia and Florida