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Work Background
Comparion Insurance AgencyTalent Acquisition Partner
May. 2022Phoenix, Arizona, United StatesComparion Insurance Agency is a Liberty Mutual Company - Recruit talented sales professionals for Comparion Insurance Agency throughout the country.
Liberty Mutual InsuranceRecruiter
Apr. 2021RemoteWorking on large hire project for Remote Inside Sales Advisors for Liberty Mutual.
American NationalAgent Developer Leader at American National Insurance
Dec. 2019 - Apr. 2021Hillsboro, OregonI Recruit & Develop highly motivated entrepreneurs in the insurance industry. This involves Locating, Hiring, Training, Developing, & Assisting Entrepreneurs to become successful, long term, & productive Agents within the insurance industry.
NW Preferred Insurance GroupDirector of Insurance Services
Apr. 2018 - Apr. 2021Beaverton OregonAs a Team Leader and Process Manager, leadership is by example while having an open ear & mind. This allows each team member to work within their strengths while guiding them to acknowledge their “OFIs” - Opportunities for Improvement. My work ensures benchmarks in sales, retention, and loss ratios are exceeded & maintained; this agency was built from the ground to $2M in 21 months. Responsibilities include P & L, balance sheets, AR, AP, & bank reconciliations. Appropriate high-level communication with team members is key (450 within CARR Auto Group). This includes reporting to 2 senior leaders & 3 owners on daily operations, productivity, & employee / customer-related issues. I interact with GMs & Assistant GMs at each dealer location. I maintain positive relationships, communicate, & train all auto dealer sales staff to our functions & proper processes within each dealership. With HR as my partner, we ensure hiring practices, payroll, timely employee reviews, & terminations are handled appropriately; responsibilities include staff training, licensing, & compliance. Also involved is to Facilitate, Lead, & Organize a think tank of dealerships' owners & agency managers from around the country; here, the focus is to identify & share best practices in process improvement & dealership / carrier relationships. This includes organizing & planning meetings 2x a year, gathering talk points, assigning them to appropriate members, preparing presentation material, & identifying speakers & info. My work allows me to successfully create, build, and maintain carrier relationships. Additional Key Points:
•Documented & adapted verification process for each dealer location
•Trained staff in a proven sales
•Follow up process to increase documentation of activity & sales
•Implementation of quote letter, welcome letter, & customer service letter •This increases documentation, decreases issues after sale, & identifies to the customer with whom they should communicate
Carr Insurance Agency LLCAgency Manager
Sep. 2014 - Mar. 2018Beaverton OregonSee NW Preferred Insurance Group roles. I have changed positions, but not roles. I grew our agency from the ground to $2 million in annual written premiums in 3 1/2 years. Serving 7-10 front-faced customers daily, I am able to lead, coach, train, & develop our sales team of 12 people; this resulted in $65K/mo. in written premiums. Business planning & marketing produced 1,250 new clients.
State Farm®State Farm Insurance Agent
Sep. 2009 - Sep. 2014Gresham, OregonAs a local State Farm® agent, I was able to offer insurance policies, annuities, & banking products that meet my own high standards for financial products. More importantly, I was able to establish long-term relationships with the people and businesses I serve by providing expert financial advice & uncommonly good service. I helped my clients protect their assets, prepare for accidents, & plan for retirement through Auto, Fire, Commercial, Health, Life, Long Term Care, & Life Insurance; Mutual Funds; and State Farm® bank accounts, credit cards, & loans. I had attained Century Club status multiple times & am a Mutual Fund Qualifier for 2 of the last 3 years. Highlights included:
•Took control of agency, hit top tier goals in 3 years •Devised & implemented social media & network marketing strategy •Resulted in growth from $1.2M - $1.8M in premiums over 3 years
•Turned team over – evaluated, coached, motivated, replaced members •Grew from 2 to 7 high performing members
Portland Police BureauLaw Enforcement Officer/Investigator
Apr. 2001 - Sep. 2009Portland, Oregon AreaI worked in one of the toughest parts of the city for 8 years, 3 of which I had the highest amount of arrests with the least amount of confrontations. Additional highlights include:
•Named one of the top self-initiated officers in the precinct 3 years in a row for community policing efforts
•Led feature of statewide training video modeling compassion
•Specially trained in conflict avoidance & resolution, calculated risk taker
•Adept in diversity work; people of all backgrounds
•Gifted in communicating all sides & problem solving to find compromise
The Oregonian Distribution, Inc.Owner
Jan. 1999 - Dec. 2002Hillsboro, OregonAchieved lowest complaint rate in region through emphasis on dependability and customer service.
Bidwell & CompanyOnline Trading Broker
Mar. 1996 - Apr. 1999Portland, Oregon AreaRecognized as one of top 3 in the trading & the customer service department for productivity and accuracy.
WalmartAssistant Store Manager
Jan. 1995 - Dec. 1996OregonHelped reduce back stock 50% over 6 month period.
Washington MutualRegistered Representative
Jan. 1995 - Dec. 1995Portland, Oregon Area
Morgan Stanley Smith BarneyRegistered Assistant
Aug. 1993 - Sep. 1995Portland, Oregon Area
US ArmySeargant
Jan. 1988 - Feb. 1992Promoted to sergeant in less than 3 years; known for outstanding ability to solve supply chain problems for stateside and international missions.
US ArmyVeteran
Jan. 1988 - Feb. 1992The World
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