Description
Summary: Accomplished, innovative senior account manager with 10 years in the Property & Casualty who can quote, issue and bind small to middle market accounts. Account executive responsible for customer care, revenue growth, client satisfaction, risk management, account rounding/cross selling and asking for referrals or recommendations. Broad knowledge of property and casualty commercial lines and workers compensation across a wide variety of industries and markets. Trusted advisor and counsel who can execute collaborative strategies of more complex underwriting risks, gets commitments, build consensus, finds gaps in coverage, enjoys team collaboration to seek out better solutions for the insured. Sales & Marketing Planning/Administration * Client Relations, Retention & Education * Technology Integration * Management* Risk Assessment * Sr. Account Management * Complex Field Underwriting New Product/Service Development * Risk Management * Loss Control * Regulatory Compliance Public Speaking/Presentations * Lead Generation * Workflow Solutions * Proposal Writing CAREER HIGHLIGHTS * In 11 months as Director of Sales and Marketing for Penguin Insurance Services brought in 70+ agents from 1 to 20 million in GWP each identified optimal target market for membership and revamped marketing strategies to attract seasoned captive agents and brokers. Work with almost 500 agents during this period matching their needs for growth with markets. * Replaced Penguin Insurance Services' paper-based system with fully customized Salesforce solution and trained all team members on its use significantly enhanced tracking of leads, accounts, and opportunities capturing valuable agency data for appropriate drip marketing follow up campaigns, and created email templates to streamline and standardize lead contact, response, and follow-up methods. * Guided captive agents through the process of going independent and gaining access to 40+ carriers, understanding the appetites of commercial insurance carriers, using raters, and, most critically, managing expectations based on their experience level established trust through exceptional follow-up process. * Built Farmers Insurance Services agency from scratch, growing the business to 2K PIFs and $2.0M in GWP earned Toppers Club Agent (2x) and Championship Agent (3x) designations and named Agent of the Year in 2009 for total production in life, property and casualty, and commercial lines. * Achieved outstanding results in the previous career in the commercial graphics industry, securing multimillion-dollar accounts, propelling annual sales 300% via new product development, and launching 3 new digital imaging divisions while managing a 50+ staff of service, technical, financial, and sales professionals.
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