Strategic Sales, Marketing, and Operations Leader with 10+ years of experience driving business growth, expanding client portfolios, and enhancing operational efficiency.
Proven ability to revitalize underperforming departments, build high-performing teams, and develop strategies that deliver measurable results. Skilled in cross-border operations, client retention, and full-cycle sales, with a strong track record in the insurance and finance industry.
• Lead sales, account management, and operations to drive revenue growth and expand the company’s book of business across the U.S. and Mexico.
• Developed and executed strategic marketing campaigns to increase service visibility and attract new clients.
• Managed the full sales process from prospecting and quoting to closing and onboarding while ensuring client satisfaction and long-term retention.
• Overhauled and optimized operational workflows, improving efficiency, compliance, and turnaround times.
• Directed daily business functions, including underwriting, additional premiums, renewals, and policy servicing.
• Analyzed market trends and customer data to identify new revenue opportunities and competitive advantages.
• Oversaw third-party outsourcing agency performance, ensuring quarterly objectives and deadlines were consistently met.
• Supervised collections procedures, billing MGAs, agents, and clients on canceled accounts,providing detailed reporting on pending and intent-to-cancel cases.
• Provided direct support to the Customer Service team, assisting with high-priority calls and emails from agencies and clients to resolve inquiries and issues quickly.
• Directed marketing,sales and operational strategies to acquire new clients and strengthen existing relationships.
• Led daily operations of the underwriting department, ensuring accurate loan processing, timely disbursements, and compliance with insurance carrier requirements.
• Designed and implemented targeted marketing campaigns to boost customer acquisition and retention rates.
• Cultivated relationships with new producing agencies, expanding the book of business and increasing market share.
• Supervised and supported Customer Service Representatives to ensure high-quality service delivery to clients, agents, wholesalers, and insurance companies.
• Conducted market research and competitor analysis to identify growth opportunities and maintain competitive positioning.