Enthusiastic, disciplined and creative Insurance Professional with extensive experience in implementing and facilitating effective group training programs to stimulate software utilization, promote new business writings and company specific products. Seeking career opportunity in a growing organization in the insurance industry where my skills can best be utilized to promote success. Strong experience and capability in the following areas: Leadership skills Building excellent customer relations Troubleshooting and problem solving skills Organizational and communication skills Developing and training new employees and business clients Client advocacy for product development Bringing creative solutions to challenging problems
January 2010 to CurrentTRAVELERS INSURANCE CO AGENCY AUTOMATION EXECUTIVE － Walnut Creek, CA
Responsible for supervising, training and educating agency and company personnel in the use of Travelers' Internet and PC-based software rating programs in Northern CA.
Plan, organize and conduct educational webinars and formal presentations to agency and company personnel through in-person visits as well as virtual webinars utilizing GoToMeeting products.
Proactively manage and analyze agency training opportunities using various reports, surveys and feedback from local sales and underwriting personnel.
Responsible for on-boarding newly appointed agents including automating producer codes and providing appropriate systems access.
Create and deliver power-point presentations on a variety of topics to support and educate agency force on Travelers' products and appetite.
Collaborate with local sales and underwriting teams to achieve Regional goals and key performance initiatives.
2012 - Participated in the Auto Information and Educational Material project providing feedback and improvement suggestions to Home Office in an effort to improve our Auto rating program.
2013 - Played an integral role in the launch of Travelers' new rating platform, 2nd Generation Travelers Express for Masterpac by delivering in-person training throughout Northern CA.
2014 - Collaborated with Regional Vice President on a virtual presentation to key agents who are part of PacWest Alliance utilizing HD Faces Technology.
2014 - Assisted in organizing, planning and delivering Travelers' Technology Office Products in two venues: Chabot Space & Science Center, Oakland, and the Technology Museum in San Jose where QR Code technology was piloted in place of paper handouts.
This was highlighted in an article on the Travelers' Inside Page.
2014 - Played an integral role in the on-boarding of a new Agency Automation Executive, utilizing training and coaching skills in order to successfully execute on primary duties within a very short period of time.
SELECT SALES EXECUTIVE January 2005 to January 2010TRAVELERS INSURANCE CO － Walnut Creek, CA
Responsible for the execution of industry leading sales strategies; initiating and developing highly effective sales relationships with customers, distribution resources, and fellow employees.
Creates tactical sales plans that provide for the profitable growth of respective segments -- consistently delivering on Select Accounts profit and revenue goals.
Possesses state of the art sales skills, superior knowledge of Select Accounts products and services, broad-spectrum knowledge of corporate enterprise wide capabilities, and exceptional influence management skills.
Delivers sales success within the Travelers' framework of corporate values.
2009 - Created a power-point presentation for a local agent to utilize in educating Home Owner Association boards on Travelers' products and services.
Presentation was approved by Home Office to be utilized in the field.
2008 - Facilitated several New Agency Orientation meetings in the local Walnut Creek office for several newly appointed agents.
2007 - Delivered several training sessions throughout Northern CA for the launch of Travelers' new rating platform, TravelersExpress for Masterpac.
January 2003 to January 2005ST PAUL TRAVELERS INSURANCE CO SELECT COMMERCIAL LINES UNDERWRITER － Walnut Creek, CA
Responsible for reviewing, underwriting and binding of Commercial lines business in a highly automated, multi-line organization.
Provide timely customer service and build agency relationships in accordance with strategic objectives and profitability goals.
Work with Marketing to assist in both agency and company goals, resolve problems and develop positive agency relationships.
Provide assistance to agency staff on system usage and identifying potential new business opportunities.
Bachelor of Arts : EnglishUniversity of California － Davis, CAEnglish
Society for Human Resource Management Professional in Human Resources Certificate Associate in Automation Management Insurance Institute of America General Insurance Certificate