Provide guidance, support and act as a mentor to marketing peers. Assist marketing efforts in trainee marketing representative areas including B2B marketing and development of agent relationships. Effectively manage and operate within Harris County and surrounding areas by conducting daily and monthly visits to appointed agencies. Determine perspective agencies, set up new agencies, deliver training regarding products and procedures with focus on large, multi- location agency organizations. Provide customer service to agents by resolving issues and answering product and underwriting questions in regards to eligibility. Monitor and evaluate agent production, profitability and performance by reviewing sales and geographic location. Maintain and develop superior product knowledge, concepts and principles in order to seek out perspective agency opportunities with new and existing agents. Develop and manage weekly custom virtual training sessions for agent segments that need additional training or onboarding.

Lead strategic efforts to drive growth in Houston area and throughout the Southeast Texas Region. Achieving growth through B2B independent agent marketing, onboarding of new agent appointees, continued coaching of tenured agents and agency acquisition. Key accountabilities include meaningful PIF growth, contingency plans, webinars, conventions, and gathering of market trends/new players.

Business to Business Marketing involving establishing referral sources by developing them as a consistent referral base, motivating them to send referrals, and informing them of underwriting changes. Development, Implementation, Sustentation and improvement of Marketing Plan for new area (northwest Harris County). Research and organization of 50+ insurance carriers, their underwriting guidelines, and policy breakdowns Responsible for training of lead generating employees Responsible for providing feedback to upper management regarding training, marketing, and sales. $30,000-$40,000 in sales premium produced on a monthly bases across Life, Health, Property and Casualty lines.

Responsible for prospecting to generate leads for insurance to convert into sales. Performed risk management reviews to assess high risk areas for clients and advising them on policy coverages and how to control those risks. Consulting of new and current clients on family changes and how those changes affect their areas of risk. Performed workshops at prospective client’s place of business to inform them of what company offered and how we set ourselves apart from other companies. Educate clients about the benefits of have an advisor available to them locally as opposed to a 1800 number insurance company. Responsible for constant networking and meeting of new people for the purpose of generating a steady stream of referrals.

Managed agency book of business Coordinated marketing Events, office events, and sales events Trained sales team in sales technique, product knowledge, and licensing Marketed many different corporate and individual sponsored events for the purpose of obtaining new clients and branding number one new agency in the area. Responsible for in person, customer risk evaluation and advising across multiple lines of insurance including: Life, Health, Property and Casualty. Front line underwriter for new applications for insurance. Constant maintenance and service of existing policies. Monthly raw new premium of $20,000 to $30,000 a month across life, health, property and casualty lines. Responsible for finalizing monies and deposit.

Managed a team of outside sales insurance professionals to become a profitable part of the company. Application underwriting. Recruiting, hiring and terminating responsibilities New Hire HR responsibilities including, finalizing new hire paperwork, new agent sales and marketing training, explanation of benefits and employee handbook. Extensive networking and outside sales marketing Handling of customer complaints and feedback