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Branch Sales and Operations Manager

San Jose, California, United States
January 20, 2017

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Richard T. Rovai

**** ******** ***** ******

San Jose, CA 95131

650-***-**** Linked In Profile: OBJECTIVE:

Obtain a position which will leverage my years of management and leadership success and experience to make significant contributions to the organization.



Branch Manager (2010-2017)

Leadership with a proven track record of creating a positive and productive team work environment that drives employee engagement and accountability leading to superior service and improved customer loyalty.

Responsible for achieving sales goals, meeting expense targets and revenue growth for a district of $10.5 million annual revenue.

Developed branch sales plans for revenue growth, market penetration, and profitability in the areas of: membership, insurance and travel leveraging club promotions and resources.

Led, managed and provided coaching & development for subordinate managers as well as insurance and travel sales agents. This included: professional development, formulating sales plans & conducting annual performance reviews.

Responsible for auditing insurance, travel agency, DMV and cashiering departments for compliance with company and regulatory policies.

Managed branch budget as to minimize controllable expenses and maximize profitability.

Collaborated with Branch Managers in the region for business planning and special projects.

Served as a sales trainer for the new agent training classes and consulted on sales training course design.

Served as a deployment lead during the launch of 4 major software application rollouts, including:, Workday, Exigen (insurance management) and Retalix (cashiering application). Insurance Sales Manager (2007-2009)

Responsible for achieving assigned goals with a focus on insurance & membership acquisition and retention. Winner of the Field Management Award in 2007 for outstanding sales.

Accountable for the hiring, training and performance management of a team of Insurance Agents and Sales & Marketing Associates. This includes compliance with AAA and regulatory standards & policies.

Provided the team ongoing coaching and training in the areas of sales, marketing, product knowledge and technical skills.

Developed and implemented marketing programs to increase membership and insurance penetration.

Supported and collaborated with peer management on office operations, assisting with member inquiries/complaints.

Assistant Area Manager (2005-2007)

Primary responsibilities included the hiring, training and supporting of the insurance & travel agent teams.

In 2006 and in conjunction with select managers in the Peninsula Region successfully deployed a new Sales training program through the facilitation of the introductory workshop to over 60 Sales Representatives.

Collaborated with the Area Travel Development Manager & office team lead in the execution of travel marketing, including the planning, organization and operation of a region-wide Las Vegas Night in Spring, 2006.

Supported the Area Manager and Member Service Supervisor in the day to day operations of the office.

In cooperation with Area Manager analyzed and managed Area budget to control expenses & maximize profitability

Richard T. Rovai Page 2


Branch Sales Manager (2000-2005)

Successfully grew Eastwood Insurance South San Francisco’s revenues by 25% in 4 years as Branch Manager.

Hired, trained and managed a staff of 10 Insurance Sales Agents and 1 Customer Service Representative.

Provided ongoing training and coaching in the areas of: products, technical and selling skills to agent staff.

Served as the office liaison in managing the relationships with our outside insurance vendors & partners.

Responsible for office administration, quality control and compliance with company & insurance regulations. Sales Agent/Assistant Manager (1993-2000)

Earned over 20 monthly top agent awards including President’s Club honors 5 times through the acquisition of on average 60 new policies per month and customer service activities within a book of business of over 985 clients.

Supported the Branch Manager in office administration and the training/mentoring new Sales Agents.

Managed the office in manager’s absence.


Insurance Agent

Consulted, advised and enrolled prospects by telephone monthly, on selecting the appropriate auto insurance coverage from over 40 different nonstandard insurance products.

Responsible for answering questions, processing policy changes and resolving customer issues for a book of business consisting of over 550 clients.

Designed, implemented and administered a working renewal procedure for the branch office. WELLS FARGO BANK 1989-1991

Business Banking Officer

Responsible for soliciting and set up: business checking accounts, loans, credit cards, payroll services & merchant credit card processing services.

Established & managed the banking relationship of a portfolio of over 100 prime business clients.

Supported the branch by serving as marketing lead, by rolling out monthly promotions. EDUCATION:

Master of Business Administration, Management & Marketing, San Francisco State University, 2000. Bachelor of the Arts, Economics, minor in Business Administration, University of San Francisco, 1990. SKILLS:

Proven track record of leading a team of associates and salespeople to drive year over year growth.

Strong communication and interpersonal skills leading to high employee engagement.

Ability to create, implement and manage creative business solutions to drive performance.

Highly skilled in developing and coaching team members to improved sales and high performance.

Ability to lead and drive change in an ever-changing business environment.

Proficient in Microsoft Office Suite,, Workday and other proprietary software applications. PROFESSIONAL DEVELOPMENT:

California Insurance Licenses: Property Casualty Broker-Agent 1991 and Life & Health 2007.

Certified Travel Associate 2007.

Certified in a number of sales training programs including Achieve Global sales program 2006.

Anthony Robbins Mastery University Certified: Tools and strategies in the areas of leadership & peak performance 2009.

Author of Winning in Sales: The Essential Sales Playbook 2014.

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