Ivan Dallet Email & Phone Number

San Diego, CA, US

• Daily sales include exceeding sales quotas with outside and inside sales
• Recruit clients and new business through interpersonal relationships and sphere of influence
• Lead sales team meetings and create sales strategies and weekly performance goals while motivating associates
• Attribute to ranking our office as one of the top producing offices in the nation
• Culture customers on the benefits of investing their money on insurance policies vs. simply spending money on them
• Customer Service: Customer’s billing, set up new clients on recurring payments, collect and process payments for clientaccounts, perform change of coverage on policies and maintain communication with Underwriting and.

• Run operations for Agency, including; managing budget, overseeing expenditures and operating costs
• Review monthly Financial Report, P&L Statements, and provide analysis and explanation of variances
• Screen, interview, hire, train, and supervise staff and approve payroll and time off
• Prepare reports on sales progress and performance
• Develop creative business strategies and seek out opportunities for expansion and growth by developing new business relationships

• Kept Management informed by submitting activity and results reports, such as daily call reports and weekly work plans
• Recommended changes in products, service, and policy by evaluating results and competitive developments
• Resolved customer complaints by investigating problems; developing solutions; preparing reports; makingrecommendations to management
• Maintained organizational charts, contact rosters, and business continuity documents
• Forecasted sales, developed “out of the box” sales strategies and evaluated their effectiveness
• Met personal and team sales targets