Brian Case Email & Phone Number

Aliso Viejo, CA, US

Orange County, California Area

Built Agency from zero premium dollarsAchieved Farmers company club level 4 times Initial and ongoing training for agency producersMarketing events and lead generationCustomer acquisition and serviceClaims fulfillment and underwriting process for customers

Irvine, CA

Led and supervised up to 18 Mortgage bankersResponsible for all mortgage bankers individual production including hiring, product training, sales strategy training, individual coaching and other HR decisionsConsistently maintained a top level teamMinimized attrition of mortgage bankers by keeping and energetic and challenging culture and environment

Achieved company club level for production in loan revenue and achieved top loan officer on sales team of 15 agentsSecured most loan referrals from previous client base on sales team of 15 agents on a monthly basis

Forged and launched business concept as a start upAssisted in translation to the website with web developer and ensure customer ability to utilize websiteSold services to concierge and chauffeur businesses to be signed up with our service to provide them with booked rides for their fleet of vehiclesLed company to over 300 members signed up through direct.

Responsible for training management trainees in sales and service of all rental aspects including vehicle up sales and insurance waiver salesResponsible for both front end profit of branch and customer service index score from previous and current customersManaged Costa Mesa branch into first time profit after 6 months of not being profitable primarily by.