Charged with recruiting and managing sales force, marketing, and business development for San Diego and Orange County, as well as Boise, ID and Arizona regions.

- Administered salesforce.com and trained producers in its usage. Oversaw market and contact data quality, ran reports and analyzed data (creating appropriate graphical representations) when requested by management.- Responsible for proposal project management from exploratory phases to delivery including organizing input and schedules of appropriate brokers and other staff, ensuring document continuity, editing, and final delivery to potential client.- Maintained weekly producer and sales pipelines, and helped in creation and implementation of semiannual production reports and market analyses. Orally presented results as needed to producers and upper management.- Took initiative to redesign several Excel-based financial reports, bringing down hours to complete from 35 per month to three.- Translated to Spanish multiple communications pieces and participated in open enrollment for middle to large market clients with large Spanish-speaking employee populations.- Prepared and designed communication materials for all local departments, sharing and collaborating with national marketing team and team of graphic designers to ensure branding continuity and overall quality. - Assisted in implementation and training in transition of Phoenix office from Lotus Notes to Microsoft Outlook.

Marketing, sales and client management

- Recruited and trained team of 20 sales representative and six technicians.- Recognized as highest recruiting office. - Recognized as best in office administration and install quality.

Sales and customer service to English and Spanish speakers.