Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Weston Willard

Springfield

Summary

Dynamic Agency Manager with a proven track record at McCully Insurance, excelling in team management and client acquisition. Enhanced profitability by reducing loss ratios and driving agent performance. Passionate about training and mentoring, fostering strong relationships to boost retention and sales success. Committed to achieving outstanding results in competitive markets.

Overview

8
8
years of professional experience

Work History

Agency Manager

McCully Insurance
Republic
12.2024 - Current
  • Onboarded and trained new insurance agents, ensuring adherence to industry standards.
  • Enhanced agency profitability by reducing loss ratios and increasing individual agent production.
  • Conducted performance reviews and provided continuous feedback to drive improvement.
  • Established relationships with new clients through cold calling and referrals.

Head Insurance Agent

Goosehead Insurance Agency
Katy
05.2023 - 11.2024
  • Drove new business sales while maintaining high client retention rates.
  • Trained and supported team agents to enhance production and agency retention.
  • Responded promptly to client inquiries regarding coverage plans.
  • Informed customers about plan features, pricing, and availability.

Sales Team Manager

Nivo
Houston
04.2022 - 04.2023
  • Managed team to launch expansions into solar market throughout Houston, Texas
  • Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
  • Set quotas for individual reps as well as overall team performance expectations.
  • Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.

Lead Sales Agent

Aptive Environmental
Houston
04.2021 - 04.2022
  • Secured over $175,000 in sales through targeted cold calling, ranking among top ten new company salespeople nationwide
  • Helped to train and teach agents in order to reach goals and achieve higher success as a team.
  • Addressed clients' indecision, complaints, and desires head-on to overcome hesitations and close sales.
  • Generated leads with successful prospect cold calling and skilled use of persuasive communication skills.

English Teacher

Berlitz Language School
Montevideo
03.2020 - 04.2021
  • Encouraged self-expression among learners through oral presentations or role plays.
  • Advised students to read topics or materials reflecting personal interests to encourage regular reading.
  • Incorporated technology into daily lessons to enhance instruction.
  • Differentiated instruction for students with wide range of skill and interest levels.

Mission Coordinator

The Church Of Jesus Christ Of Latter-day Saints
Curitiba
08.2017 - 08.2019
  • Directed outreach activities of 40 missionaries focused on individual and family service.
  • Visited with housebound individuals to offer physical assistance, social interaction and emotional support.
  • Volunteered with various organizations, coordinating resources and outreach to help accomplish core mission.

Education

Some College (No Degree) - Business Administration

Brigham Young University
Provo, UT

-

Property And Casualty Insurance License

-

Eagle Scout

Skills

  • Team management
  • Customer retention
  • Loss ratio management
  • Market expansion
  • Relationship building
  • Client acquisition
  • Agent training
  • Sales performance

Languages

Spanish
Native/ Bilingual
Portuguese
Native/ Bilingual

Timeline

Agency Manager

McCully Insurance
12.2024 - Current

Head Insurance Agent

Goosehead Insurance Agency
05.2023 - 11.2024

Sales Team Manager

Nivo
04.2022 - 04.2023

Lead Sales Agent

Aptive Environmental
04.2021 - 04.2022

English Teacher

Berlitz Language School
03.2020 - 04.2021

Mission Coordinator

The Church Of Jesus Christ Of Latter-day Saints
08.2017 - 08.2019

Some College (No Degree) - Business Administration

Brigham Young University

-

Property And Casualty Insurance License

-

Eagle Scout

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Weston Willard