Karl Mérida

Agency Sales Manager at Pinnacol Assurance

Karl Mérida has a diverse work experience spanning various industries and roles. Karl started their career as an Account Development Representative at ACT Conferencing, where they built new business and managed customer accounts. Karl was recognized for their outstanding performance with the Employee of the Month Award and was promoted multiple times.

Karl then served as the Owner and Manager of Dream to Reality, a remodeling service, where they successfully increased company revenue by 500% in just one year. Karl managed all sales and operational aspects of the business, working on multiple projects and developing budgets and timelines.

Karl later worked as a Manager at Santeramo's, a busy dining establishment, where they successfully expanded business revenue and market share. Karl managed all aspects of the business, including financial statements, inventory, and staff management.

Following that, they worked as a Corporate Trainer at EchoStar Corporation, creating and teaching training programs for the Customer Service Team. Karl also provided ongoing training instruction and gap training for the entire call center. Karl effectively managed teams and ensured employees were equipped to navigate the customer database and solve customer issues.

Karl also had experience as a Marketing Intern at National Jewish Hospital, where they assisted in cost-saving initiatives and prepared financial analyses. Karl then held a role as a Financial Auditor at the Colorado Office of the State Auditor, where they researched and examined state agency financial transactions for compliance and developed solutions to address issues.

Karl also worked as a Banking Officer at FirstBank, where they managed operations for the largest branch in the northern market. Karl opened accounts, evaluated credit, approved loans, and resolved customer issues. Karl also initiated community outreach events and taught financial literacy classes.

Karl served as a Consultant at 1331 Industries, where they owned and operated the consultancy, providing innovative solutions to businesses for elevating their financial and marketing performance. Karl managed all financial and marketing activities, worked closely with clients to identify goals, and developed in-depth business programs.

Karl also worked as a Consultant at National Jewish Health and consulted for Pinnacol Assurance. At Pinnacol Assurance, Karl held various roles, including Underwriter, where they analyzed and priced complex workers' compensation accounts, achieving profitability targets and mentoring employees. Karl then served as an Agency Relationship Manager, managing a $50m territory of independent insurance agents and implementing various programs. Karl currently holds the position of Agency Sales Manager at Pinnacol Assurance.

Throughout their career, Karl demonstrated strong leadership, strategic thinking, and the ability to achieve results. Karl has also received recognition for their performance and contributions in the industry.

Karl Mérida obtained a B.S. in Business Administration with a focus on Finance from Regis University, which they completed between 2005 and 2008. Afterward, they pursued an MBA with a Marketing focus at the University of Colorado Denver from 2008 to 2011. Additionally, in October 2015, they earned an Associate in Risk Management (ARM) certification from The Institutes.

Links

Timeline

  • Agency Sales Manager

    January, 2022 - present

  • Agency Relationship Manager

    January, 2017

  • Underwriter

    December, 2011

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