- Trained and mentored new account managers and producers on company systems, policies, procedures, and markets, ensuring consistent team performance and knowledge retention.- Managed book of business, achieving steady annual growth with a 95% retention rate.- 2024 goal: Leading efforts to generate $200,000 in new revenue.

- Mitigated multi-million-dollar E&O claim by advising the client to increase coverage on high-value property; the client’s signed refusal led to the agency instituting a standard disclaimer on all proposals and renewals, advising clients to verify coverage adequacy with a builder. - Serviced a small book of business reporting directly to the producer.

- Developed business using referrals, direct solicitation, and agency advertising resulting in $42,000 in new business commission for the agency. - Worked with account managers on remarketing current client policies, utilizing insurer product guides and direct communication with underwriters to find the right fit for the risk.

- Grew business by over $500,000 through inbound sales referrals from partner companies.- Provided quotes with direct providers on varying lines of property insurance as well as utilized agency partners to quote alternative risks.

- Led the growth of the commercial new business team with an average monthly production of $60,000 from organic leads and other referral programs/partnerships.- Provided quotes using standard lines markets and utilized brokers and MGAs for Excess and Surplus lines markets.

- Primary personal lines account manager in charge of quoting and issuance of all new business.- Led the growth of the personal lines department's new business tripling the department production from 2016 to 2017.- Cross-sold personal line products including but not limited to: Home, Auto, Umbrella, Flood, Boat, Motorcycle, and RV policies.

Charged with the responsibility of bringing in new business from existing prospects while maintaining member relationships at the highest standards by providing world-class customer service and professional advice regarding insurance needs. - Worked with members to find reasonable coverage & rates while operating as a front-line underwriter- Used relationship sales to upsell products and services with an average rate of acquisition of 30%.- Received an award known as “E3” for exceptional customer service (awarded to one person per month).- Grew team-wide sales production results exceeding the production goal by 3% through the implementation of a unique relationship sales call flow.

- Managed store operations during 8-10 hour shifts, including opening and closing duties.- Maintained Company and County Health and Safety standards.- Maintained cash in and out at the opening and closing of the store.- Inspired and motivated the store team by providing coaching and feedback to help improve performance.- Delegated tasks to ensure that all store operations are accounted for.- Assisted with training new partners and provided positive reinforcement