High-performing Executive with 25 years of Property and Casualty Insurance experience. In-depth knowledge of Insurance Agency operations at all levels. Demonstrated proficiency in staffing, training and development, budgeting and program management.
Award-winning sales professional
Home and recreational insurance sales
Award-winning sales professional
Policy coverage expert
Client acquisition expert
Chief Operating Officer02/2011 to Current Hukill Hazlett Harrington Insurance Agency – Cincinnati, Ohio
Responsible for day to day operations.
Maintained agency profitability while increasing growth.
Developed and monitored professional loss prevention programs.
Analyze and negotiated agency/carrier contracts.
Identified and solicited sales prospects in agency databases.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Finalized sales and collected necessary deposits.
Negotiated new and renewal production goals with business development manager.
Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Promoted ancillary products to 25 existing and new clients each month.
Followed up with customers on unresolved issues.
Reported policy changes and company conditions affecting customer satisfaction.
Conducted annual reviews of existing policies to update information.
Implemented improvements in manual and electronic billing procedures.
Tracked the progress of all outstanding insurance claims.
Collected, analyzed and validated all agency commissions.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Vice-president/Owner01/2008 to 02/2011 Cincinnati Insurance Consultants, LLC – Loveland, OH
Responsible for soliciting and placing new business in all lines Responsible for day to day operations
Responsible for hiring and employee training
Responsible for all accounting functions
Increased agency commissions from $0 to over $500,000 in 3 years
Developed and monitored agency E&O program.
Met with an average of [Number] walk-in policyholders to address and resolve complaints.
Calculated premiums and established payment methods for sales.
Directed [Initiative], which boosted [Positive outcome] by more than [Number]%.
Earned the company exceptional ratings and testimonials from clients on [Website name].
Built strategic alliances with [teams] that resulted in [positive outcome].
Defined strategy and business plan for [business area].
Organized due diligence in preparation for sale of business unit.
Developed business plan and raised $3.1M in first round of funding.
Member of Executive Management Team.
Developed department's first incentive performance plan which motivated staff and resulted in 23% increase in sales.
Surpassed revenue goals in four consecutive quarters.
Vice-presidentKinker-Eveleigh Insurance Agency
Managed and monitored day to day operations.
Managed commercial, claims and personal lines service teams.
Responsible for profitability percentage to meet goals.
Developed and implemented professional liability classes.
Spearheaded cross-functional initiative to achieve maximum quality control.
Trained, coached and mentored staff to ensure smooth adoption of new program.
Worked directly with commercial lines, personal lines and claims departments to achieve excellent customer service.
Implemented innovative programs to increase employee loyalty and reduce turnover.
Created new revenue streams through Travelers Insurance Company personal lines division
Exceeded company objectives with average agency loss ratio from 2003 to 2008 of 33%.
Bachelor of Science: Health Care ManagementCurrentThomas More College-
Health Care Mangement
Risk Management and Insurance coursework
National Honor Societ
Managed the accounts of more than 700 policyholders each quarter.
Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $00.00 to $3,170,000 million.
Generated an average of more than 25 new policies per month.
Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
Earned the Westfield Insurance Company's “National Multi-Line Sales Achievement” Award for outstanding sales of property and casualty and life insurance.
Business Development: -
Spearheaded acquisition of two competitor companies.Established and managed partner relationships on a daily basis. Developed new marketing strategy which increased customer base by 23%.