Busby-Stone Risk Management / Acrisure

October 2019 - September 2023 | Bakersfield, CA

• Maintained 97% client retention rate by providing exceptional customer service and tailoring insurance solutions.
• Developed and implemented successful campaign to increase General and Subcontractor clients.
• Led multiple technology implementation projects, integrating cloud-based services like DocuSign and E-Signature.
• Proficient in agency management systems (Salesforce, Applied Epic, and AMS360).
• Anticipated and identified complex underwriting/marketing problems and found solutions.
• Heavily involved with the marketing process, working diligently to find the best coverage values.
• Nurtured and maintained great relationships with insurance carriers and wholesalers.

Kern Insurance Associates

August 2012 - October 2019 | Bakersfield, CA

• Successfully penetrated the Commercial Contractors markets, resulting in a 32% increase in clients.
• Cross-Sold Liability, Auto, Property and Workers Comp policies, increasing revenue by 16%.
• Earned Construction Risk and Insurance Specialist (CRIS) certification.
• Advised clients on industry standards and best practices in the field of insurance.
• Utilized Applied Epic and Salesforce CRM software to manage accounts efficiently.

Fallgatter Rhodes Insurance Services

August 2010 - August 2012 | Bakersfield, CA

• Planned and implemented a Broker of Record, transferring the Boys & Girls Club of Kern County and saving them $100,000 on their workers comp premium.
• Enhanced underwriting expertise by finding a market outside of our regular market aggregator.
• Identified potential new clients through cold-calling and networking activities.
• Focused on Farm and Ranch agricultural clients in the Central Valley.

DiBuduo & DeFendis Insurance

September 2007 - August 2010 | Bakersfield, CA

• Graduated from The Hartford Commercial Lines Producer School.
• Attended the Zenith University Workers Compensation.
• Contributed to Agency’s production goals through new account placements.
• Evaluated risks and ensured placement of business with the appropriate coverages and carriers.

Coram Healthcare

July 2004 - September 2007 | Bakersfield, CA

• Sales and promotion of specialty infusion services to Physicians, Hospitals, Managed Care facilities and Medical Groups.
• Utilized rapport-building strategies to establish positive relationships with Physicians, Medical Staff, and Case Managers.
• Exceeded my annual sales goals every year including achieving 134% of my yearly goal in 2006.

• Microsoft Office & Google Workspace
• Specialized Sales Training
• Seminar Presentation & Training
• Insurance Knowledge
• Marketing & Business Development
• Cold-Calling Success
• Client Relationship Management
• Conflict Management
• Highly Organized
• Adaptable to New Technologies
• Time Management
• Collaboration & Teamwork
• Effective Negotiation & Communication Skills
• Problem-Solving & Critical Thinking
• Flexible