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president owner resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Respected insurance and risk management executive with more than 18 years’ experience developing and implementing transformational, data-driven strategies that optimize total rewards programs and procedures for employees while maximizing value to the business. Quickly recognized as a high-energy, self-starter advancing through positions of increasing responsibility while building high performance teams that consistently exceed expectations.

Skills
  • Organizational Leadership
  • Leadership Team Building
  • Financial Planning
  • Executive Performance Management
  • Opportunity and Risk Assessment
  • Partnership Development
  • Budget Planning
  • Portfolio Management
  • Industry Expertise
  • Financial Management
  • Policy Development
  • Executive Leadership
  • Annual Planning
  • Employee Motivation and Performance
  • Judgement and Decision Making
  • Strategic Planning and Execution
  • Business Development
  • Leadership and People Development
  • Organizational Development
  • Operational Analysis
  • Profit and Loss Management
  • Performance Optimization
  • Cost Control
  • Sales and Marketing
  • Program Management
  • Staff Training
  • Cost Reduction
  • Revenue Generation
  • Budget Management
  • Operations Oversight
  • Remote Team Management
  • Product Development
  • P&L Ownership
  • Revenue Growth
  • Financial Leadership
  • Process Improvement
  • Quality Assurance
Experience
President & Owner, 06/2018 - Current
Heritage Insurance Fort Myers, FL,
  • Design, implement, communicate, and administer new sales & marketing technology to meet short-and-long term incentives, sales targets for several products and business lines, retirement packages, life planning, financial planning, health & wellness – qualified and nonqualified plans
  • Responsibilities include finance and operations analytics, client account management, new business development, marketing, projections, performance and sales goals
  • Optimizing organizational initiatives supporting change management and process improvements for teams within assigned areas of responsibility
  • Identify and direct the implementation of process improvements and large-scale transformational changes for new platforms and employee self-service portals
  • Coordinate with internal stakeholders and other executive leadership to provide council and advice for best practices and industry standards
  • Provide direction to several internal and external teams to ensure assigned projects meet quality, schedule, milestone, and budget commitments
  • Identify and direct the implementation of process improvements and large-scale transformational changes that optimize digital sales & marketing efforts which resulted in a 24% increase in sales
  • Analyzed daily metrics, diligently identified the correlation between call volume and quoting to increase overall efficiency, The average call and quoting increase by 18%
  • Develop and provide training for an amazing team increasing the book of business by $3.5 million dollars
Vice President of Insurance, 02/2017 - 06/2018
State Farm Insurance, Life, Health & Casualty City, STATE,
  • Trend analysis and assessment of client coverage and policies to optimize customer coverage against the annual sales targets for the business
  • Compile and evaluate quantitative and qualitative coverage related data sets against internal and external benchmarking
  • Optimize and administer new digital tools and technology for analysis, reporting, forecasting, planning and administration
  • Implemented new digital marketing methodology resulting in a 15% increase above sales goals
  • Responsible for supporting and distributing the various State Farm products offered in the assigned Territory (DE, PA)
  • Assist with sales support and Service
  • Responsible for growing and maintaining client products, calling on clients and prospects, creating business plans, prospecting and supporting a robust pipeline of business opportunities
  • Present at large scale conferences, on behalf of the State Farm, to promote products and build client relationships
  • Travel within territory and meet with Clients to further drive sales and maintain relationships
  • Tailer product needs with clients over the phone, via web conference, and at the point of sale
  • Face to face meetings with clients to build out comprehensive financial and life plans
  • Recruiting and onboarding new team members
Claims Manager, 03/2012 - 02/2017
State Farm Fire & Casualty Insurance Company City, STATE,
  • Leveraged multi-state licensure to handle first party property losses throughout the Northeast Region including CAT losses
  • Resolve claims from contact phase and investigation to evaluation and resolution
  • Effectively led claim adjusters to productive results
  • Provided ongoing management, oversight and coordination during the catastrophe response to over 3000+ claims in multiple states for personal and commercial lines of business
  • Developed process improvement ideas and created various reports to help drive operational improvement
  • Carefully analyzed daily metrics, diligently identified claim volume trends and strategically forecasted staffing levels, resulting in a 20% increase in claim task service level objective in 30 days, which exceeded expectations
  • Provided remarkable customer service and dispute resolution for Department of Insurance complaints and social media complaints with thorough explanation of coverage decisions
  • Improved collaboration between two catastrophe operations, 42 claims adjusters and executives to increase operational efficiency and product improvement
  • Effectively served as a resource to claims leadership on complex losses homeowner, business, renters and commercial property claims
  • Manages relationships with client, ensuring services is provided up to reinsurance agreement standards
  • Collaborated on projects to establish guidelines and developed processes in order to remain above service levels
  • Maintained client relationships and provided guidance regarding open claim / dispute resolution
  • Recognized for exceptional attention to customer service.
Education and Training
Bachelor of Science: Finance, Expected in 05/2012
-
West Chester University of Pennsylvania - West Chester, PA
GPA:
Status -

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Resume Overview

School Attended

  • West Chester University of Pennsylvania

Job Titles Held:

  • President & Owner
  • Vice President of Insurance
  • Claims Manager

Degrees

  • Bachelor of Science

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