Accountable for the firm's operations of Risk Management Group, serving as the Director. Responsible for the development, implementation, and management of all insurance strategies related to home, auto, and commercial.

I provide a consultative approach to understanding your potential financial risks and insurance needs. Whether it is home, auto, business or life insurance, as well as planning for retirement that concerns you, I can review all of your needs and give you a well-rounded approach to protecting your family, your assets and your future!

➢ Promoted to West Sales Supervisor in 2007➢ In 2008, implemented plan to combine and manage East and West teams tocreate a more cohesive environment based on teamwork and consistent growth➢ Utilized the sales process to generate and close new business while growingcurrent accounts and managing sales team➢ Exceeded quarterly and annual goals for all managed accounts➢ Grew top 4 accounts into outsources within first year of doing business➢ Directed Social Committee and events to encourage office morale 2004-2008➢ Grew sales team from 3 people in 2007 to 14 people in 2014➢ Develop and implement sales incentive programs each quarter➢ Conduct quarterly reviews for each direct report to develop strengths andopportunities➢ Introduced new revenue streams to achieve exponential growth➢ Initiate visits with network to acquire specialized practices for Phoenix office➢ Create training manuals and best practice guides for team development➢ Develop reporting to reflect wins and improvement opportunities➢ Motivate client development by creating process to track productivity➢ Compose and deliver annual compensation reviews which are consistent withand performance evaluations➢ Utilize system data to manage team’s operational habits➢ Responsible for hiring or terminating direct reports based on qualifications andongoing performance evaluations➢ Contribute to developing annual budget and business plan➢ Initiated and lead monthly team meetings to review P&L and market updates➢ Created accountability matrix for leadership team in order to be more efficientand promote better communication

-Learned market and industry as well as systems and culture of company with little to no official training in minimal amount of time in order to capitalize and prove value to the team-Initiated sales program in order to grow my personal revenue despite office not having a clear cut new customer sales plan-Developed new carriers and contacts to maximize profits on shipments and grow volume for the Southeast group of the branch-Closed new business and became top seller in Southeast group within first year-Negotiated carrier rates and was a top carrier rep for the Southeast group in 1st year-Created a new revenue stream for Southeast group through crossbooking and managing carrier relationships to benefit our group and the network as a whole-Appointed position of Social Committee Captain upon first year with company-Organized and developed original carrier base for Northwest region out of AZ-Maintained top sales activity for West group every quarter 2004-2007-Manage West Coast Sales and Operations starting in fall of 2007-Train new employees and interns 2007-present

Presented company to prospective customers in a manner that peaked interest quickly and effectively Initiated refinancing sales by providing mortgage analyses to customersRepeatedly displaced competition by providing solutions for customersExceeded weekly sales goals to obtain employee of the month titles for 8 months