Talented Business Development Executive experienced in Middle Market Insurance sales and consulting specializing in high-level business, marketing and sales acumen. Drives competitive growth through proactive relationship building and pursuit of business opportunities . Savvy to insurance industry trends, practices and customer demands.
Skills
Insurance Program Customization
Insurance Program Analysis & Consultation
Business Pipeline Development
Marketing & Sales Strategy Creation & Execution
Upselling and Cross-selling
Relationship Building
Middle Market Commercial Lines Expertise
Underwriting & Claims Expertise
CRM & Salesforce Platforms
Work History
04/2021 to Current
AVP of Business Development Northwestern Benefit Corporation Of Georgia – , , San Antonio, United States
Developed successful ongoing sales prospecting strategies in a start up environment while also finding qualifying deals originating from within assigned territories increasing new business from $0 to $5M within 1 year.
Established meaningful agency relationships to drive over 300 submissions per month to attain 120% of my goal through various sales methods such as networking, virtual events, cold calling, e-campaigns, LinkedIn, leveraging of networks and referrals in the territories of Texas, Louisiana, Oklahoma & California.
Monitored new sales, retention, rate-adequacy, and pipeline metrics monthly to ensure premium plan goal achievement of 98% or better while creating new and improved ways to prospect and gain new business.
Managed entire sales cycle across customer accounts by working closely with key agents, underwriters, sales and product management teams in proposing and closing sales to achieve total revenue growth, profit and customer satisfaction plans.
Managed pipeline by targeting and aligning broker relationships to create consistent flow of new business opportunities and identified key strategies to win new business and increase profitability.
Proposed industry leading technology to key players in the insurance industry to solve urgent needs for claims reduction and broker differentiators in the marketplace.
05/2017 to 04/2021
Property & Casualty Sales ExecutiveAaa Auto Club – , , San Antonio, TX
Successfully developed and deployed sales and marketing strategies for USI while consulting and providing meaningful solutions for clients and prospects concerning their current Property & Casualty programs.
Achieved new business sales goals of $3 - 5M in new written premium on annualized basis in alignment with USI's target market of companies and influence potential clients by effectively demonstrating risk oversight & USI's proprietary solutions.
Demonstrated strategic thinking and innovation based on knowledge of market, carriers, and products including understanding all relevant technical & financial issues of the insurance marketplace.
Worked collaboratively with account management team and local/regional and national resources to maximize results and maintain positive renewal status of current clients of 99% or better.
Built & managed a $3,000,000 revenue book of business and maintain retention levels through service and strategic risk management consultation, quantification, assessment, and risk control.
03/2016 to 05/2017
Senior Commercial Lines UnderwriterArgo Group US – , , San Antonio, TX
Underwrote and managed over $8MM book of business while participating in exceeding achievement of monthly and annual profitability and production goals and objectives.
Participated in marketing and communication of products and services to retail and wholesale brokers while developing and maintaining submission pipeline sufficient to achieve overall production and business mix objectives for assigned territories through responsible marketing and sound underwriting.
Identified portfolio risks resulting from client's underlying business practices and potential exposures to claims losses.
Developed existing broker relations as well as establish new relationships to attract business opportunities and participate in client and broker meetings.
Underwrote multiple lines of coverage (Worker's Compensation, General Liability, Auto, EPLI, Property, Umbrella) and share knowledge of underwriting by participating in development and coaching of assistant underwriters and underwriter trainees.
10/2013 to 03/2016
Commercial Lines UnderwriterTravelers Insurance – , , San Antonio, TX
Supported long- and short-term business strategies in Middle Market underwriting by effectively achieving profit and growth objectives for assigned territories through responsible marketing and sound underwriting.
Underwrote and managed average of $6,000,000 dollar book of business and price accounts in support of strategic business planning activities by analyzing, retaining, and gaining appropriate mix of business.
Meet with agency personnel to maintain and develop positive and productive relationships with delivery of excellent customer service by retaining accounts and supporting team goals.
Underwrite multiple lines of coverage, including General Liability, Auto Liability and Physical Damage, Inland Marine, Workers Compensation, Property, Crime, Law Enforcement Liability, Public Entity Management Liability, Employment Practices Liability, Cyber Liability and Umbrella.
Education
Expected in to to
BBA: Business Administration Texas State University - San Marcos, TX, GPA:
Expected in to to
: CPCU Candidate - , GPA:
Accomplishments
2021 Foresight - Ranked as a top performer, averaging 25% above sales quota each month.
2021 Foresight - Achieved 98% retention goal on renewal business
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