Led a cross-functional team to expand relationships, leveraging opportunities to sell additional services to high-value clients. Developed & drove sales strategy with internal stakeholders from Discovery to Onsite Implementation. Constructed proformas targeting specified profit margins, while addressing client pain points.• Awarded significant territory expansion, transitioning from regional to national within 18 months• Responsible for 16% revenue increase with key client by… Show more Led a cross-functional team to expand relationships, leveraging opportunities to sell additional services to high-value clients. Developed & drove sales strategy with internal stakeholders from Discovery to Onsite Implementation. Constructed proformas targeting specified profit margins, while addressing client pain points.• Awarded significant territory expansion, transitioning from regional to national within 18 months• Responsible for 16% revenue increase with key client by closing a $7.1M multi-location contract• 2022 Finished 121% to goal• Secured national license to hunt for $3.9B distribution companyTech Stack• Salesforce• ZoomInfo• LinkedIn Navigator• ChatGPT, Bard, Claude.ai, Perplexity• Google My Maps (Territory Tracking) Show less

Built relationships with customer leadership, providing strategic and consultative advice to influence their success. Developed a comprehensive training plan for the account management team as a whole and individually. Created and executed account management strategies that enhanced client satisfaction, retention, and revenue growth. • 91% Quarterly renewal rate average • Increased team YOY cross sell rate by 23%Tech Stack• Salesforce• LinkedIn Navigator

Led a team that managed 2900 commercial and personal lines insurance policies, generating $3.7M in annual recurring revenue. Created and implemented consultative sales programs increasing new business close rate and renewal rates. Drove new carrier/product adoption strategies for the team that lead to a 62% cross sell rate. • Maintained 87%-93% client retention (2012-2019)• Awarded President Circle Award, ranked 38/2500 in profitability (2016)• Recognized for profitability… Show more Led a team that managed 2900 commercial and personal lines insurance policies, generating $3.7M in annual recurring revenue. Created and implemented consultative sales programs increasing new business close rate and renewal rates. Drove new carrier/product adoption strategies for the team that lead to a 62% cross sell rate. • Maintained 87%-93% client retention (2012-2019)• Awarded President Circle Award, ranked 38/2500 in profitability (2016)• Recognized for profitability, received bonus from multiple carriers (2013-2018)• Council member representing CA agencies, Kemper & Safeco (2013-2019)• 127% YOY growth (2011) • 141% YOY growth (2010)• Ranked 1st in for life application submittals, Riverside Country (2009)Tech Stack• 14 SaaS Insurance Solutions Mercury, Safeco, Progressive, Travelers, Kemper, Kemper Preferred, Stillwater, Hartford, Banner, American Modern, Foremost, Blue Cross, Protective Life, Brown & Brown• Hawksoft – CRM• WinFSC - Rating Software Show less

Conducted risk assessments to provide clients with personalized insurance solutions. Built and maintained relationships with underwriters to ensure optimal policy terms. Led sales team through developing and executing upselling and cross-selling strategies.