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CEO/Team Leader Keller Williams Luxury International

Location:
Laguna Niguel, CA
Posted:
February 06, 2024

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Resume:

Kaj Leonard

San Clemente, CA ***** 949-***-**** ad3e8v@r.postjobfree.com

PROFESSIONAL

SUMMARY

Seasoned CEO with over 20 years of experience leading and transforming organizations across diverse industries, including insurance and identity theft. Proven track record of driving growth and innovation, with a focus on creating opportunities, nurturing client relationships, and crafting strategic solutions. Expertise in contract negotiation, market analysis, and client profiling. Exceptional leadership and visionary stewardship, with a deep understanding of compliance and regulatory adherence. Strong interpersonal and negotiating skills, proficient in product and B2B marketing, with a commitment to outstanding customer service. Skilled in social media and networking, with proficiency in legal documents.

Looking to leverage the skills and experience learned over many years to make a significant contribution to a forward-thinking organization. SKILLS Account Management

Process Improvement

Strategic Direction

Exceptional Leadership and

Visionary Stewardship

Mastery in Compliance and

Regulatory Adherence

Strong Interpersonal and

Negotiation Skills

Proficiency in Product and B2B

Marketing

Outstanding Customer Service,

including Ritz-Carlton Leadership

Training

Highly skilled in Social Media and

Networking

Advanced proficiency in Legal

Documentation Analysis

WORK HISTORY CEO/TEAM LEADER 08/2018 to CURRENT

Luxent Keller Williams Luxury International San Clemente Closed $38 million in real estate sales in year 2022, exceeding annual quota by 20%.

Spearheaded transformative negotiations and drafted contracts, encompassing purchase agreements, closing statements, leases, and deeds

Developed and executed marketing campaigns that resulted in 20% increase in leads.

Built productive relationships with industry partners and competitors to support strategic business objectives.

Identified new revenue generation opportunities to maximize bottom-line profitability.

Recruited and retained a team of 15 agents, who have collectively closed over $182 million in sales.

Pioneered comprehensive sales team training, fostering a culture of high performance

Conducted in-depth analysis of mortgage options, rates, and market sales trends, guiding data- driven decisions

Ensured full compliance with intricate state and federal regulations Orchestrated highly successful marketing campaigns, significantly amplifying lead generation

Analyzed client data to develop strategies that resulted in 95% customer satisfaction rating.

Led agent recruitment and retention initiatives, cultivating dynamic and motivated team

Leveraged sophisticated client data analysis to craft effective client retention strategies

Engineered remarkable market center growth through exhaustive market research

Strategic Vision and Regulatory Compliance

Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.

Established foundational processes for business operations. CEO 08/2015 to 08/2018

VIGILANT ID San Diego, CA

Spearheaded visionary cybersecurity initiatives, excelling in contract negotiation, regulatory compliance, and state and federal law adherence. Led a team of 10 compliance professionals to develop and implement compliance programs that resulted in $1 million reduction in regulatory fines.

Designed and executed meticulous compliance programs, resulting in substantial reductions in regulatory fines

Managed a $15 million budget and achieved 100% customer satisfaction rating.

Demonstrated mastery in identity restoration and conducted intricate claims investigations

Showcased keen financial acumen while managing incurred claims ratios Skillfully trained sales teams in compliance regulations and industry best practices

Provided precision oversight of all financial responsibilities, including budgeting, forecasting, and reporting

Visionary Leadership and Risk Management

Presented compliance training to sales teams and executives across the organization, resulting in 10% reduction in compliance-related errors. Developed key operational initiatives to drive and maintain substantial business growth.

Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress. Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.

CEO 08/2012 to 08/2015

LBB SURETY BONDS, Bankers Surety Corporation San Diego, CA Skillfully negotiated corporate contracts, securing advantageous terms Reduced risk by identifying and mitigating potential compliance issues, saving surety company $1,650,000,000.

Led comprehensive claims investigations, with astute focus on analyzing individual assets

Navigated complex state and federal surety bond laws with finesse Utilized data-driven insights to identify trends and formulate strategies for performance enhancement

Led a team of 10 employees and achieved a 99% customer satisfaction rating, as measured by annual surveys.

Strategic Vision and Organizational Excellence

Developed key operational initiatives to drive and maintain substantial business growth.

Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress. PRESIDENT/CEO 06/1998 to 08/2012

INSURANCE ADMINISTRATORS INC San Diego, CA

Streamlined insurance underwriting processes, optimizing financial performance

Led a team of 10 employees and achieved a 96% customer satisfaction rating, as measured by annual surveys.

Excelled in managing incurred claims ratios and claims settlement ratios Reduced risk by identifying and mitigating potential compliance issues, saving company $2,750,000,000.

Conducted rigorous and meticulous claims investigations Implemented comprehensive compliance programs, effectively mitigating risks

Delivered comprehensive team sales training and excelled in B2B sales efforts.

Hired and managed employees to maximize productivity while training staff on best practices and protocols.

Cultivated strong relationships with external partners to foster collaboration and maximize resources.

EDUCATION Master of Arts Political Science 05/1998 SAN DIEGO STATE UNIVERSITY, San Diego, CA

cum laude, GPA: 3.7/4.0

Bachelor of Arts Political Science 05/1996

San Diego State University, San Diego, CA

Real Estate License, State of California DRE#02068054 Membership in the National Association of Realtors (NAR) and the Orange County Association Associate of Arts 08/2018

California Board of Real Estate, Santa Ana

AFFILIATIONS WRC - Women's Resource Center (WRC is dedicated to stopping domestic violence and sexual assault by rebuilding lives together). Board Member 2005-2023 Board Chair 2007-2009 Board Chair Re-Elected 2010-2023 COMMUNITY SERVICE WRC - Women's Resource Center (WRC is dedicated to stopping domestic violence and sexual assault by rebuilding lives together). Board Member 2005-2023

Board Chair 2007-2009

Board Chair Re-Elected 2010-2023



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