Joe Gerik Email & Phone Number

Katy, Tx

Recruited, hired, trained, and coached sales agents to surpass goals. Analyzed performance, recommending solutions for improvement. Managed budgets and board relations in each county. Assisted agents in managing books of business and ensuring the continued growth of membership and renewals. Directed daily operations of the agency, ensuring compliance in payroll, HR, and state insurance laws. Reported to Board President. Drove sales from $6.5 to $8 million by increasing agency account base commissions and attaining premium initiatives.

Reporting to the Board President, personally managed 600+ clients and 2,500 in the book of business. Directed two operating budgets of $250,000 merged into one for the insurance operation (profit) and one for county Farm Bureau (non-profit). Oversaw agency operations, business development, marketing efforts, and the planning and execution of sales strategies. Cultivated board member rapport while forging strong relationships with management, agents, staff, and clients. Established goals, monitored results, identified performance improvement areas, and provided recommendations and action plans. Quickly built a high-performing five agent team, skilled in multi-line insurance sales, by recruiting, hiring, and training career and results focused agents. Drove agency earnings from $300,000 to $415,000 in agent commissionable renewals for auto, home, life insurance, property and casualty retention, loss ratios, and by attaining new customers.

Managed and expanded the book of business for over 200+ client accounts and delivered customer service excellence while directing the day-to-day business operations of the agency. Reported to Agency Manager. Earned “Property and Casualty Agent of the Year” and “Life Insurance Agent of the Year” district awards. Netted new customers with retention percentage along with life insurance commissions, premium and volume.

Oversaw the entire golf operation including staff, payroll, permits, inventory, and taxes. Maintained the annual budget with $5 million in revenue. Managed a team of 20 employees. Coordinated groundskeepers and maintenance, purchased equipment, assisted players and guests, promoted the game, taught golf skills, and organized golf tournaments. Reported to Owner. Drove a 30% boost in golf tournament revenue by devising and implementing innovative marketing and public relations strategies.