I have an extensive education in marketing/International management and 9 years of progressive experience in the insurance industry. My professional background includes experience as a Territory Marketing Representative, Business Development Representative, License Sales Executive, Underwriting Team Leader, and Claims Representative. I have worked with insurance brokers, agency franchise accounts and end consumers ensuring their satisfaction and company's growth within each of the target product offerings. I have also supported key initiatives and projects in an effort to ensure a profitable book of business. I have experience working within cross-cultural groups and a great passion for working with the Latin America Markets. As a Colombian born Citizen, I have a good understanding of the Latin American culture and markets. I recognize the great potential in the fast growing e-business initiatives and I am very interested in gaining knowledge and experience in this business model
Marketing Representative11/2013 to CurrentWINDHAVEN INSURANCE COMPANYDoral, Fl
Accountable for the daily management of business relationship with the agency sale force, serving as the liaison between all the functional departments within the Company, to ensure that Company's strategic business and sales goals are met.
Accountable to document, manage and monitor production results against production goals both individually by agent and for the marketing territory, communicate results to agents, and modify agent behavior to achieve company goals.
Review the profile of each agent's book of business against the Company's overall book to develop individual action plans for improvement.
Establish and manage a defined follow up plan to monitor results.
Identify and communicate service problems to the appropriate internal staff, address and resolve the issue, and communicate the resolution to the agent.
Develop and maintain a thorough and in-depth knowledge of all company products, guidelines, and procedures in order to provide training for rollover, new business submissions, and company philosophy.
Prospect new agents based on our current appointment goals.
Communicate decisions back to the prospect.
Gather current competitive and marketing information on our competitors, communicate changes to the internal staff, and analyze and interpret these changes and their possible impact to the Company.
Collaborate in diverse marketing projects, key initiatives, and participated in industry events that helped in fostering new connections and in gaining further understanding of the business environment.
Business Development Rep02/2013 to 08/2013INFINITY INSURANCE COMPANYDoral, Fl
Acted as a Company Representative with the field independent sales force, brokers and accounts.
Prospect, train new/existing partners, and support key initiatives and projects in an effort to ensure growth Developed and maintained partner relationships in order to maximize profitable growth within each of the target product offerings.
I created 10 new partnerships that are matching the Company's set of goals and that have great potential Responsible for the new broker's selection process, product training, compliance and overall success.
During my tenure with Infinity, I trained over 100 plus producers that are effectively selling Supported brokers in achieving key goals through marketing campaigns, co-op opportunities and using lead generation strategies Gathered and shared information about competitors, market, and industry trends/business practices to identify new opportunities and to contribute with the Company's competitiveness Worked in alliance with Product development, Customer service, and Claims dependencies to understand the accounts and customers needs to maximize business return Participated in activities related with the Company's Non-profit Organization and Company's branding efforts (sponsored events, seminars, conventions, etc).
Territory Marketing Representative11/2009 to 02/2013PEARL HOLDING GROUP (MGA) FOR OCEAN HARBOR INSURANCE COMPANYCoral Springs, Fl
Responsible for the assigned territory general administration; managing production, profitability and compliance of 160 accounts.
Increased written premium in assigned territories, accounting for 38% of the Company's total revenue Managed, supervised and coached independent sales force, creating profitable partnerships.
Managed from day one, a large account, achieving a total written premium of 20 million a year.
Ensured the Company's profitability by evaluating agents' performance quarterly.
In a two year period achieved to triple production for the main assigned territory, decreasing loss ratio by 20 points and creating a strong relationship Worked extensively with Customer Service, Claims and other dependencies to understand broker's and customers needs and to maximize business return Responsible for brokers' training, compliance and general success.
Served as a guide in recent industry and market trends that helped Company and brokers in adopting new and more efficient business practices Performed continues audits to ensure broker's underwriting compliance, creating training opportunities and/or taking corrective actions when necessary Assisted in diverse marketing projects, key initiatives, and participated in industry events that helped in fostering new connections and in gaining further understanding of the business environment.
Licensed Insurance Agent02/2007 to 08/2009ALLSTATE INSURANCE COMPANY CHRIS THOM FINANCIAL SERVICESMonterey, CA
Appointed 220 P&C Insurance license in California Property and Casualty insurance lines sales producer.
Achieved recognition for exceeding monthly sales quotas of property and casualty insurance lines by 40% Executed prospecting activities, running 130 plus quotes per month, converting 45% of those prospects into new business(25 points above agency conversion rate) Analyzed customer insurance needs in an effort to suggest policy additions or changes.
Increased agency revenue by up-selling to more comprehensive policies Formulated and implemented sales strategies to grow organically the book of business.
Achieved to cross sell the existing clientele by 30% Created agency business opportunities and revenue growth from the previously unexploited Hispanic market, bringing an average of 60/year new Spanish speaker clients.
Served as liaison between the agency upper management and the Spanish speaking clients, in selling other financial products.
MBA: International ManagementSeptember 2009MONTEREY INSTITUTE OF INTERNATIONAL STUDIES- Graduate School of Middlebury CollegeMonterey, CAInternational Management Informal focus: Marketing and International business)
MBA Project work
*Market Culture-California Industry Analysis and Market Assessment Consulting Project (Fall 2008)
*Monterey Jazz Festival- California -Market Research Analysis Project (Spring 2009)
Business Development Department
ALTVATER GESSLER - J.A. BACZEWSKI Companies - Austria -LATAM Business Plan Project (Summer 2009) Member of: AMA- American Marketing Association, MIIS Marketing Club Member, National Society of Hispanic MBAS UNIVERSIDAD DE MANIZALES - Manizales, Colombia BA Business Administration in Marketing, January 2000 Internships UNE EPM Telecomunicaciones S.A - Manizales Colombia- Supported the Marketing Department in projects as needed SERVIENTREGA S.A.- Manizales Colombia- Customer satisfaction study and feasibility project for a new product Member of: AIESEC Colombia (Association for the International Exchange of Students in Economics and Commerce) Marketing Club Member of Universidad De Manizales
Native Spanish, Fluent in English
accounting, agency, book, branding, business development, C, interpersonal and communication, competitive, Consulting, conversion, clientele, clients, Excellent Customer service, Customer Service, Fluent in English, Fast, financial, focus, functional, Industry Analysis, Infinity, Insurance, International business, managing, Market Research Analysis, market trends, marketing, Market, MBA, Excel, Microsoft Office, Outlook, Power Point, Word, negotiation, philosophy, policies, Product development, producer, profit, speaker, selling, sales, seminars, Spanish, Spanish speaking, strategic, team player, underwriting, written