Stephanie Martinez

Operations and Process Specialist @American Family Insurance

Responsible for the development of procedures, training, guidelines, policies and identification of process and system improvements for the sales state. · Provides expertise and consulting to independent contractor agents and agent staff on the processes and procedures to maximize the operational efficiency of the sales state. · Provides insight on specific territory needs and company initiatives with the goal of increasing sales and maximizing the customer experience. · Provides suggestions to agency owners regarding the process and procedure for office set up including, but not limited to efficiency, equipment and marketing materials.· Develops documents and delivers a consistent onboarding process for agents and staff.· Serves as the subject matter expert (SME) on operations and processes and partners with corporate to deliver relevant curriculum.· Provides follows-up training for field and agency staff to ensure consistent implementation and execution of processes.