
Timeline
About me
π Sales Director | π‘οΈ 15+ Yrs in Insurance Mastery | π Territory & Business Growth Strategist | π€ Team Builder & Mentor | πΌ Contract & Claim Negotiator
Education

Texas state university-san marcos
1996 - 2001Bachelor's degree administration 3.5
Experience

United states air force
Jan 1999 - Jan 2005Program directorlead family member programs for RAFB

Allstate
Jan 2005 - May 2010Senior claims service adjusterAt Allstate Insurance, I managed liability and bodily injury claims while complying with agreements and organizational and governmental regulations. In this position, I investigated claims and reviewed appraisals and other documentation to determine eligibility and validity of claims. I applied organizational and regulatory policies related to limits, denials, and adjustments, prepared documentation, and communicated with external parties. I also informed claimants of findings and costs and negotiated equitable settlements.β’ Developed file tracking process to maintain 100% compliance for bodily injury reserves.β’ Trained and mentored multiple entry level processors who were promoted into leadership roles. Show less

Allstate financial services, llc
Jan 2005 - Mar 2022β’ Oversaw initiatives that drove profitable growth by coordinating resources between agency operations and sales strategy, enhancing sales effectiveness within the zone.β’ Built and maintained relationships across Agency Strategy and Operations to advance the Zone's growth strategies.β’ Coordinated FSO resources and educated sales leaders to enhance top-line growth.β’ Supervised the development of promotions, utilizing $800K+ in AG Funds, achieving favorable CPIS ranging from $150 to $250.β’ Leveraged both quantitative and qualitative data to derive conclusions and promote business outcomes.β’ Coordinated operational support with the Zone Operations Leader, aiding the sales support team in facilitating the market leader process work.β’ Had direct oversight of the DSL Administrative Assistant, ensuring support for DSL requirements within their district. Show less β’ Oversaw FSO implementation and adoption, led FSL and APS development initiatives, and executed growth strategies and special projects.β’ Led the FSO transition for the Texas Region, surpassing all benchmarks set in the FSO Executive summary.β’ Coordinated Field Sales Leader Academy sessions, offering both in-person and virtual educational events and promoting best practices. β’ Developed an FSL curriculum that encompassed topics such as Linked Quoting, Leading the Right Way, and Profitable Growth. β’ Collaborated with subject matter experts and facilitated peer-to-peer best practice sharing; managed event logistics efficiently, staying within the budget and consistently receiving positive feedback through survey results.β’ Spearheaded a cross-functional team to roll out the New Business Advantage 20 initiative; employed analytics to pinpoint root causes hindering standard auto production and crafted solutions to address them; conceived a go-to-market strategy centered on NBA 20 modifications to attract new business opportunities.β’ Supported the pilot phase of the Individual Allstate Agent (IAA) program, providing oversight for onboarding. β’ Coached and mentored the process specialists and new agent leaders to guide agents using efficient processes and effective sales techniques.β’ Assisted in formulating short-term promotional strategies to boost agency growth. Show less β’ Tasked with the development and management of 12 Field Sales Leaders, overseeing 325 agents in a territory with a premium of $1.2B. β’ Successfully closed out 2019, marking an increase of over 27,000 total casualty items and surpassing $4M in Life and Securities production.β’ Formulated a year-end closing strategy for the sales leader and process specialists group; the territory delivered outstanding results with 101.5% achievement in Standard Auto, 97.2% in Total Casualty, and 164.8% in Allstate Benefits P/C plans.β’ Collaborated with the deployment leader to conduct interviews and onboard agents during both Q4 2019 and Q4 2020. Show less
Zone Business Leader
May 2021 - Mar 2022Sales Administrative Leader
Jul 2019 - May 2021Field Sales Leader
Jan 2005 - Jun 2019

Allstate
Mar 2022 - nowSales directorβ’ Oversaw a program for employee agent sales distribution, driving profitable growth through self-generated business and supplemented by company-sponsored lead sources.β’ Led the Market Sales Agent strategy and executed processes across 20 states in the West Zone, overseeing a team of 200+.β’ Developed an annual strategic business plan encompassing sales, marketing, communication, employee development, and staffing.β’ Achieved a $29M increase in premium over 18 months and boosted applications by 400% per agent.β’ Directed MSA Sales Leaders in formulating strategies to coach employee producers, ensuring they met sales targets.β’ Established operational objectives for MSA Sales Leaders and coordinated with support resources.β’ Collaborated with Agency Channel leaders, conducting thorough stakeholder and risk analyses on sales agent concerns. Show less
Licenses & Certifications

Texas property & casualty general lines
Texas department of insurance
Texas life and health general lines
Texas department of insurance
Senior claims law associate
American educational institute, inc.
Series 6, 63, 26, 51
Finra
Property and casualty adjusters license
Texas department of insurance
Volunteer Experience
Referee
Issued by Special Olympics Texas on Mar 1997
Associated with Matthew Pair
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