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A locally owned real estate company that is focused on selling high-end luxury properties. A diverse company comprised of realtors, design, web, copywriting and marketing experts.Conducted client interviews, property analysis and property showings; completed comprehensive research of real estate market trends; compared properties with recently sold properties to determine competitive market price; interviewed clients to determine what kinds of properties they were seeking; promoted sales of properties through advertisements, open houses, and participation in multiple listing services; negotiated sales and purchase contracts.

A San Francisco Bay area transportation company providing the finest in wine country transportation and wine tours of Napa Valley, Sonoma Valley and Sonoma County.Managed and mentored a diverse team of employees to ensure the best in customer service while staying focused on increasing monthly sales, in a highly cyclical business. Created and launched a nuts to bolts training manual for all office employees; Reconciled weekly driver payroll; Improved the process for collecting account receivables with a high success rate; Managed and trained sales team in responding to customer inquiries via telephone, email and in-person; Delivered sales presentations to other industry professionals to increase referral business; Achieved the highest volume of sales among team.

Fireman's Fund Insurance Company provides personal and commercial property and casualty insurance products in the United States. The company is a principal U.S. subsidiary of Allianz SE, a global financial services company, the 20th largest corporation in the world based on revenue. Allianz SE employs nearly 155,000 people worldwide. Led team of compliance professionals for a large insurance company in the effort to facilitate compliance with state insurance regulations among divisional units. Monitored company adherence to proper filing and submittal protocols. Negotiated resolutions with examination teams from state insurance departments. Researched and analyzed emerging industry trends as well as litigation and proposed legislation to identify and prepare for potential changes. Trained and mentored all compliance associates and supported product and pricing managers with compliance issues. Improved and implemented robust training programs and streamlined compliance processes to drive team performance and productivity; Instituted interactive approach with state regulatory authorities to ensure compliance with state regulations and timely filing approvals; Collaborated with business partners to devise rate, rule, and product form filings; Prepared regulatory deliverables for product approvals and renewals while working directly with product developers and legal team; Improved the presentation of rate, rule and form filings and successfully gained Department approval of company wide products; Maintained regulatory documentation to ensure current product information was available for regulatory team, product teams and for Department of insurance reviews, nationwide; Contributed to post product launch initiatives; Maintained nationwide state licenses and renewals; Volunteered to represent company for the internal compliance with Sarbanes-Oxley Act.

Northbay Resource Group – Mitch White Agency is a local resource for Farmer's Insurance Products, Home Loans and Financial Products. A full service agency with a wide variety of services and products. Full access to hundreds of markets and specialty programs to meet the specific needs of its customers.Led 6-person team of insurance professionals in all aspects of insurance sales, customer service, and branch operations. Initiated and cultivated client / prospect relationships to understand insurance needs spanning fire, casualty, life, and health; structured solutions to address current and future client expectations. Coordinated the gathering of information as well as claims processing.Leveraged principles of adverse selection and asymmetric information to calculate risk and pricing of new policies; Improved base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects; Influenced potential clients by utilizing mailings and phone solicitation; Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertained long-term goals; Obtained underwriting approval by completing applications for coverage and clearly communicating insureds' needs.