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Carolyn Roniece Levias Vallejo California • 510-***-****

ad1e53@r.postjobfree.com

www.linkedin.com/in/livwellinsurancecarolyn-levias rInsurance & Fleet Management Professional

15+ years of success in surpassing business goals, optimizing finances, and ensuring client contentment, backed by extensive expertise in insurance and fleet management. INSURANCE-Accomplished and detail-oriented professional with a strong track record of driving business growth and fostering client satisfaction. Confident and self-motivated, adept at leading a high-performing team of insurance agents, providing guidance, training, and support to exceed sales targets. Exceptional leadership skills are complemented by the ability to streamline agency finances, manage budgets, and ensure financial transparency. Expert in monitoring industry trends and market conditions, tailoring insurance policies, and exceeding compliance standards. Known for creating interactive websites and implementing performance evaluation systems to enhance productivity and client satisfaction. Committed to delivering quality insurance products and services while saving costs and building strong community relationships.

FLEET MANAGEMENT- Dedicated and results-driven professional with a proven track record of active involvement in a variety of critical functions within the transit and transportation sector. Experienced in contributing to strategic planning efforts, evaluating service levels, and designing action plans to facilitate service enhancements and expansions in alignment with available funding resources. Skilled in the development of reporting procedures and data analysis methodologies to identify trends, measure performance, and pinpoint areas for service improvements. Adept at monitoring and advancing measurable goals and objectives to optimize transit system performance. Committed to community engagement through public outreach initiatives, including survey-driven input on service changes. Proficient in the creation of Short-Range Transit Planning and route design, as well as the execution of special planning studies and projects. Highly capable in route and schedule planning, development, and production, and always ready to take on additional responsibilities as needed to drive success. Areas of Expertise

• Strategic Transit Planning & Analysis

• Business Management

• Insurance Policies Development

• Safety Management

• Product Knowledge

• Risk Assessment & Mitigation

• Brand Awareness

• DOT Compliance

• Team Leadership

• Vendor Management

• Building Relationship

• Route Planning and Design

Accomplishments

● Offered comprehensive guidance and support to agents, facilitating understanding and effective selling of complex insurance products and services.

● Achieved substantial business growth and expansion by attending industry events, trade shows, and networking opportunities, and fostering key relationships.

● Implemented a performance evaluation system, delivering consistent coaching and feedback to agents, resulting in improved productivity and client satisfaction.

Career Experience

Insurance Producer /Agency Owner, LivWell Insurance Services, Multiple Locations 2022 – Present Lead and manage a team of dedicated insurance agents, providing guidance, training, and support to ensure their success. Oversee the day-to-day operations of the agency, ensuring efficient and effective workflow. Develop and implement strategies to drive business growth and expand client base. Maintain a strong commitment to delivering exceptional customer service, meeting insurance needs with quality products and cost-effective solutions. Establish relationships with insurance companies and carriers to offer a diverse range of insurance products tailored to our client's requirements. Track and assess industry trends and market dynamics to discern opportunities and potential risks. Tailor builders' risk and vacant land policies to meet specific client needs.

● Streamlined agency finances by managing budgeting, forecasting, and delivering precise financial reporting, leading to cost savings and improved financial transparency.

● Exceeded sales targets by recruiting, training, and effectively managing a high-performing team of insurance agents, ensuring exceptional customer service and client satisfaction.

● Ensured legal and operational compliance, safeguarding the agency from potential regulatory issues and fostering a reputation of trust and reliability with customers.

● Revamped and offered nonstandard auto, renters, and homeowner's policies to cater to client needs. Managing Director, Liaison Transportation Consultant Services, Los Angeles, CA-Vallejo, CA 2018 – Present Align all operations execution in accordance with company mission, vision, and set objectives. Optimize operational efficiency through effective staff and location management. Leverage keen negotiation skills and secure contracts with the marijuana distribution service, while managing logistics for type 13 licenses. contribute to the service of developmentally disabled individuals through the Regional Centers.

● Achieved successful establishment and ongoing management of the company contract as well as streamlined day-to-day operations, meeting long-term company objectives.

● Pioneered and directed a COVID-19 awareness plan and delivered hands-on assistance to the team for the implementation of advanced safety protocols and procedures.

● Championed the launch of a visionary department at the Regional Centers in 2023, driving exceptional outcomes and increased satisfaction.

● Spearheaded the acquisition and maintenance of permits, licenses, and certifications for multiple transportation companies in full compliance with FMCSA and DMV regulations. Executive Director, ECT Launched a Mobility Division (EXECUTRANSMOBILITY), Brisbane, CA -Oakland, CA 2012 – 2021 Provided executive-level leadership in transportation, with full accountability to oversee a wide range of operations such as strategic planning, vendor management, revenue growth, cost savings, and team leadership. Established and sustained prosperous relationships with key clients for continual business growth. Initiated contact with local vendors to fulfill essential operational requirements, including auto body and repair shops, glass repair services, and tire providers. Oversaw hiring procedures based on DOT requirements, drug testing procedures, background checks, and human resources for a staff of 60. Managed 40 routes. Optimized detailed route designs. Recruited and trained drivers in safety procedures, including securing wheelchairs, safe driving, seatbelts, and straps for all clients.

● Devised and enacted a comprehensive corporate transportation policy for over $19M, managing financial resources to ensure utmost efficiency and compliance.

● Assessed weak areas of improvement and accordingly created new procedures that aligned with technology and upgraded the time response in call procedures between dispatch and customer services.

● Conducted comprehensive audits for contractors, CHP (California Highway Patrol), VDDP (Vehicles Developmentally Disabled Passengers), and DOT (Department of Transportation).

● Steered successful implementation of a proven methodology to craft a winning business plan, securing a coveted contract with the State of California.

● Successfully managed and directed contracts for DDS with Golden Gate Regional Center and East Bay Regional Center servicing Developmentally Disabled passengers.

● Developed and executed cost-saving discount strategies, resulting in substantial savings for the company across mandatory expenses.

Executive Director, Executive Choice Transportation, San Francisco, CA 2010 – 2013 Conducted accounting and bookkeeping activities to ensure financial stability, expense tracking, and revenue management. Processed insurance policies, PUC, and TCP filings, and established billing contacts and rate sheets.

● Boosted limousine service bookings through the successful launch of visual advertising campaigns.

● Optimized limousine service operations, elevating customer satisfaction and higher driver efficiency. Insurance Agent/Owner, Precise Insurance Services, San Pablo, CA 1991 – 2009 Established and maintained a profitable book of business, ensuring consistent revenue and satisfied clients. Performed comprehensive risk assessments and tailored coverage recommendations to suit individual client needs, ensuring optimal protection and peace of mind.

● Delivered expert guidance to clients regarding diverse insurance products such as life, health, home, and auto insurance, ensuring informed decisions and comprehensive coverage.

● Engaged in community events to enhance visibility and foster brand recognition. Additional Experience: Insurance Agent Executive Assistant at Levias Insurance Agency, San Pablo, CA Education

Cal State Hayward University

AD Banker Insurance Property and Casualty Licensing and Continued Education Oakland High School

Licenses & Certifications

TDI Agency License No: 2948089

TDI License No: 2906698

CDI License No: 0829060

TNDI License No: 300-***-****

NVDI License No: 3876923

MD License No: 300-***-****

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