Marcelo Peña Email & Phone Number

South Florida

South Florida

Create and sustain producer sales management process to focus sales effort on business opportunities that are customer focused, consistent with underwriting and financial objectives, and mission and vision statements.• Reinforced business appetite and underwriting to provide quality new business opportunities.• Collaborated with Underwriting, Claims, and Loss Control to coordinate the attain mutual production plans.• Drove to make an impact by growing the organization and a high-performing team.

Fort Lauderdale, Florida

Developed and delivered agency business / segment sales pipeline and strategic growth. Development and execution of the Independent Insurance Agency segment strategy and contribute to the business / segment objectives and target. • Doubled underwriting sales throughout Florida.• Grew commercial product lines to profitability. • Appointed and trained a multitude of successful insurance agents throughout Florida.

Miami/Fort Lauderdale, West Palm Beach, Naples, Ft Myers Area

Marketed Personal and Commercial Lines Insurance Products using consultative sales skills. Demonstrated success in dynamic strategic and analytical ways of a solution-focused approach to a territory. Applied management skills to drive growth and cultivate relationships with key decision makers. • Exceeded 2011 business goals by 35% and 44% PIF growth, WP exceeded the target by 52% or $6 million.• Led company in Commercial Auto sales nationally and New Business Sales for all products Statewide 2013

•Responsible for new business sales as well as customer retention and growth in the South Florida area, Miami to Jupiter. Led the company in new accounts for 2007.•Presented logistics related solutions to both business to business and business to consumer applications, to a wide variety of industries. •Presided over contracts negotiations with customers and vendors. •Responsible for overall profitable operation of branch business. Challenged and changed processes to make operations more profitable.•Responsible for properly qualifying, administering, and collecting accounts receivable.•Resolved major accounts receivable issues with many clients, retaining and in many cases recovering lost business. •Various duties included direct supervision of Account Managers. Held regular sales meetings, kept track of goals and plans•Consistently obtained and retained long term accounts, majority of new accounts obtained thru cold calls with the balance coming thru referrals, while continually growing, managing, and retaining existing account base. •Instituted and participated in many aggressive marketing campaigns. Created initiatives and procedures to increase new business.•Consistently exceeded goals by aggressively marketing products and strategic planning

•Responsible for new business sales and growth in the South Florida area.•Presented multiple logistics related solutions to both business to business and business to consumer applications, to a wide variety of industries. •Responsible for overall profitable operation of new business sold.•Various duties included proper communications of account expectations to Account Retention Managers (CDM).•Consistently obtained long term contractual accounts. Majority of new accounts obtained thru cold calls and networking with the balance coming thru referrals. •Extensive experience with all the elements of managing long term contractual customer relationships.•Instituted and participated in many aggressive marketing campaigns. •Consistently met or exceeded goals and quotas by strategic planning and goal setting.