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Agency Performance Partners

Bobbie Fernandez

Performance Partner

 

“The only place success comes before work is in the dictionary.” ~ Vince Lombardi

“Trust is earned in the smallest of moments. It is earned not through heroic deeds, or even highly visible actions, but through paying attention, listening, and gestures of genuine care and connection.” ~ Brene Brown

“Everyone wants to win but not enough want to prepare to win.” ~ Coach K

MY MISSION:

I strive to assist agencies achieve their potential by understanding their vision and direction.
I look to develop clear roles and responsibilities to allow every team member to feel fulfilled and confident in their roles while working towards common goals. When we examine processes, we ensure quality and effectiveness. I seek to provide transparent communication around potential roadblocks and celebrating wins to remember to have FUN!

 

WHAT I OFFER

Top 5 Things I Bring to APP

  • Over 20 years Insurance Industry Knowledge 
  • Training and Managing Remote Workforce 
  • Processes and Procedures Analysis and Enhancement 
  • Development and Implementation of  New Insurance Talent 
  • Enthusiastic and Cheerful

 

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How do I Serve Our Clients

I’m a creative confidant who helps organizations reach their goals while having fun and feeling fulfilled.

 

EAT THE FROG

(DO THE HARDEST THING RIGHT NOW)

Personal Facts About Me

Background includes starting out as a receptionist (aka Director of First Impressions), including answering phones, downloading documents, processing Personal Lines accounts, managing special projects, and organizing corporate events. 

 

Outline of My Career

Inspired by a seasoned account manager who managed clients with ease and had a strong work ethic. Passed her insurance licensing exam in secret, then met with her boss and asked to be considered for a position above her current position.

The company quickly assigned a personal lines desk and a set of lofty sales goals. She excelled. She began leading the team and took a position on the agency leadership team. She handled high-valued and top-tier customers and worked on specialty risks.

She lets agency owners take their teams to the next level with open, honest discussions that offer fresh perspectives and constructive dialogue. With her help, your team can tackle even complex challenges using a variety of experiences!

With over 20 years of insurance industry knowledge, She can assist insurance agencies with the following:

  • Agency Operations Knowledge
  • Management experience
  • Develop and Implement new talent 
  • Training and managing a remote workforce 
  • Develop and analyze process and procedure
  • Educational, technical, and inspirational speaker

With an intimate understanding of the challenges and rewards in all aspects of insurance sales, she has a comprehensive view that makes them uniquely qualified to lead the team to success. 

From helping clients protect what matters most with personal lines policies, to honing commercial strategies for robust long-term growth – she’s done it all!

A LITTLE SOMETHING ABOUT ME

Best Friend to Insurance Agents

I always had a passion for numbers, so it was a natural progression for me to study accounting and finance. 

I have enjoyed the training and the new way of doing things. I love the organization of the processes, no longer using paper, and getting rid of the anxiety!

—Lesa Bentley

PROVEN PROCESSES & RESULTS

Looking for a speaker for your next event? Contact Agency Performance Partners

We do 25+ speaking events every year. If you are looking for dynamic, relevant and growth orientated topics you have found your team. Contact us today to learn more how we can add value to your next events.

LET’S TALK