Senior Client Executive Resume Example
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SENIOR CLIENT EXECUTIVE
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.
Skills
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Experience
Senior Client Executive, Rural Sourcing, July 2016-CurrentAlbuquerque , NM
- Brought new business $4,000,000 of premium in insurance sales to Oswald Companies
- Produced $3,000,000 in new premium sales in the first few years of collaboration
- Developed over 250 plus new customer prospects or referrals in the past four years.
- Achieved top satisfaction, retention and referral rankings on a consistent basis.
- Business Expertise; includes Not for Profit, Educational Institutions, Manufacturing, Real Estate, Associations and Franchises, Construction, Captives/Alternative Risk, Surety, Private Equity.
- Producer at the company, currently ranked in the top 30, among the 100 largest insurance brokerage firms.
- A Direct Shareholder of the company, selected by an elite group of individuals consisting of senior management shareholders. The criteria is based on leadership and overall performance.
President, Owner, Miller Insurance Service, Brooks Insurance Agency/USI, May 1979-July 2016City , STATE
- Grew business of Miller Insurance Services from $100,000 in annual commissioned revenue to $1,000,000 commissioned revenue, as part of Brooks Insurance Agency's $12MM commissioned revenue sales.
- Oversaw and managed all business aspects of the corporation.
- Prepared, negotiated and executed marketing and service level agreements with clients while achieving and maintaining 95% client retention rate.
- Developed, implemented, and managed insurance programs for local, regional, national and international companies, primarily in the property and casualty sector.
- Enhanced operational performance by developing effective business strategies, systems and procedures.
- Built and deepened relationships with industry partners, driving substantial improvements in revenue numbers while expanding operations into new areas.
- Created business process flows to identify opportunities for improvement.
- Led change management and business strategy development to reduce initial losses by $200,000 over 2-3 year time period.
- Identified client business and operational needs and introduced services to provide solutions.
- Negotiated with insurance carriers and consultants to gain optimal pricing on property and casualty and employee benefit products resulting in 20% increase in profit margin.
- Sustained over $5,000,000 in annual premium sales for over thirty years.
- Developed business and marketing plans and prepared monthly financial reports.
- Assessed, optimized and elevated operations to target current and expected demands.
- Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging insurance trends.
- Managed company key accounts to promote ongoing project profitability and superior customer satisfaction.
- Administered day-to-day operations, including accounting and budget management, business development, performance metrics and customer service.
- Determined clients' immediate and future financial requirements to recommend insurance products meeting individual needs.
- Hosted fundraising events for various charities to boost brand awareness and community engagement.
- Consulting services as an insurance expert
President Board of Governors, Inverness Club, November 2008-November 2010City , STATE
- Directed regular monthly business meetings of Board of Directors for decision-making on budget expenditures, strategic planning and personnel issues.
- Offered recommendations to board on ways to improve success of proposed plans and assure efficient execution.
- Provided counsel to the General Manager, Golf Course Superintendent and Head Golf Pro to help determine correct choice for leadership and management decisions.
- Thoughtfully contributed to committee plans and strategic decision making.
- Achieved 20% increase in company revenues through implementation of paid performance marketing services.
- Led restructuring efforts for leadership team, slashing costs 15% within two years.
- Presided over shareholder gatherings to present detailed information on progress and respond to attendee questions.
- Served on Board of Governors from 2002 to 2011
Education and Training
B.A. Bachelor of ArtsMass Communications, , University Of South Florida, , CityDecember 1978
Tampa Tribune Newspaper – sportswriter intern
Additional Information
Professional Engagement:
Broker Participant; CFMA - Construction Financial Management Association and
RIMS - The Risk Management Society
Volunteerism in the Community:
Cabinet Member, United Way of Greater Toledo, since 2015
Chairman, Insurance Youth Golf Classic, Northwest Ohio serving on the Ohio Board. Since 1979 to 1999, over one hundred youth participants each year.
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School Attended
- University Of South Florida
Job Titles Held:
- Senior Client Executive
- President, Owner
- President Board of Governors
Degrees
- B.A. Bachelor of Arts
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