Insurance Specialist Agency Manager, problem solver, customer service

CARL GRIMSHAW

***** ******** *****, *** *****, CA 92129

858-***-**** ************@*****.***

EXECUTIVE LEADER and PRODUCER

Sales Management - Sales Trainer - Recruiting – Public Speaking - Startup Operations - Field Leadership Dynamic, award winning Executive Leader with outstanding success in the Health, Life and Financial Services . Launched multiple startup operations that have produced hundreds of millions of dollars in new and renewal premium. Successful track record in Recruiting, Agent Development, Management Development, New Product Development and Rollout. Skilled in Marketing, cross selling strategies as well as administering multi-million dollar budgets. PROFESSIONAL RECOGNITION

#1 Producing Agency Team in Western Regional multiple years in a row

#1 Producing Agency Team in entire Company

Recognition as National Producer with over $100M in New Business

#1 Startup Operation

Top 10 Recruiter & Agency Builder multiple years in a row

On Leadership Advisory Board multiple years

Numerous production and development awards throughout the years PROFESSIONAL EXPERIENCE

AAA Auto Club of Southern California 2015 – Present Life Insurance Specialist

Help members with their insurance needs, Life Insurance, Retirement Services, Annuities, Financial planning and long-term solutions. Promote membership and benefits of the AAA Auto Club. San Diego Insurance Services and Financial Group 2012 - 2014 I help people think about what is really happening with their money. Financial planning and advisory services, retirement services, life and long-term care solutions, health, annuities, investments, and trusted services to individuals, business owners, and families. HealthMarkets (Insphere Insurance Solutions) 2010 - 2012 Agency Manager

As the Agency Manager of this Blackstone Group L.P. owned company it was my responsibility to oversee the growth and performance of all field insurance sales of San Diego and Imperial Counties of Southern California. Emphasis on budget management, recruiting, training, and management of field managers. Was able to lead this startup operation to produce over $15M in premium in new and renewal business in first two and a half years. HealthMarkets (Cornerstone America) 1991 - 2010

Regional/Area/Division Manager

Started and built a multi-million dollar producing operation in Southern California. Grew operations to three offices and $300M in new and renewal premium. Multiple awards and recognition including #1 Overall Producing Agency in the entire multi-billion dollar organization. Primary responsibilities included P & L, recruiting, growth, management of managers as well as manage the implementation of new product and services.

HealthMarkets (LifeShare Inc.) 1988 -1991

President

President of the start-up Long-Term Care Division of this UICI operation. Objective was to create a separate and captive sales force focused on the sales proprietary Long term Care Policies developed by the parent company. Regulation difficulties and timing of launch lead the company to dissolve the company in 1991. HealthMarkets (UGA ) 1981 - 1988

Area Manager

Starting as an agent in this start-up operation became the first Agent in the company to write a policy in California, first District and Division Manager and built a sales force producing over $5M a year in new business. Helped take the company public (UICI) in 1984 and help shape the company’s growth. Responsibilities included P & L, recruiting, growth, training, mentoring and personal sales.

B2B - Sales Management – Recruiting - Strategic Planning – Startup Operations – Field Leadership - Recruiter

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