Competent Senior Carrier / Marketing Placement Leader accomplished in insurance sales, marketing, customer and carrier service. Exceptional organizational skills, time management, and multi-tasking abilities with 32 years' experience in the Property and Casualty field. Customer service oriented with strong communication skills. Previous management experience which has allowed for leadership abilities. Self-motivated and driven, my goal is to obtain employment with a company who can offer me the opportunity to display my abilities to achieve establish goals, excellence and quality in a team environment.
|
|
- Independently acted as the primary negotiator obtaining the most appropriate carrier coverage based on client's needs.
- Worked closely with Producers / Account Executives to understand a prospect's needs.
- Established and maintained strong relationships with company underwriters, Directors and Regional Vice Presidents.
- Primary source for information regarding market trends, pricing practices and other underwriting policies.
- Frequently interacted with Executive Leadership both internally and externally.
- Capable of resolving highly complex customer service problems.
- Made decisions under conditions of uncertainty, sometimes with incomplete information, that produced effective results.
- Provided guidance and direction to Account Managers and Account Executives when issues occurred with underwriters.
- Drove additional revenue by increasing up front commissions and obtained new business while meeting and exceeding established goals.
-Marketing of new and renewal business for four offices. (These are middle market type risks with premiums ranging from $75,000 up to and over $1,000,000.)
-Facilitate team meetings on a monthly basis (150 days out from expirations) to determine an appropriate action plan for each account.
-Negotiate renewals with underwriters.
-Point of contact for all Insurance Company Representatives to review performance results, new business objectives, appetites and passed this information to all team members.
-Member of a consolidation team that moves blocks of business from our non-preferred carriers to our preferred carriers.
- Responsible for obtaining higher upfront commissions on renewals and new business from our partner carriers.
- Held responsibilities for managing the profit sharing and company contracts for the majority of our commercial lines companies. Monitoring those results on a monthly basis and reporting to the Unit President and the CFO.
- Track monthly sales incentives that are offered and communicate those results to the North East Region to ensure these deals are achieved.
- Accompany the producer/AE to their renewal meetings and explain the marketing results (typically the larger accounts).
- Collaborated with underwriters and producers to facilitate the writing of new business opportunities.
- Created lunch n learns for the staff with company underwriters to further develop their own relationships
- Responsible for facility operations for the Cumberland, Maryland office.
-Responsible for the Middle Market Operations/Marketing for the Cumberland, Maryland and Johnstown, Pennsylvania offices.
-Established overall marketing and go-to-market strategy, budgets and goals.
-Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
-Improved operations by working with team members and customers to find workable solutions.
-Performed site evaluations, customer surveys and team audits.
- BGS&G purchased by CBIZ 1998
- Responsible for new business sales, client retention, and marketing.
(BGS&G purchased by CBIZ)
- Cultivated and developed customer relationships to enable sustained revenue growth.
- Recommended new and innovative products and services to customers based on individual interests and needs.
-Drove new business development and client acquisition through cold calling, lead generation and exceptional service.
- Responsible for new sales, client retention, and marketing.
- Drove revenue through excellent account service and new product proposals.
- Cultivated and developed customer relationships to enable sustained revenue growth.
-Prepared quotes for potential clients, upselling special packages and maintaining high levels of accuracy.
AAI Accredited Advisor in Insurance
AU Associate in Underwriting
CPCU Chartered Property Casualty Underwriter
Brethren Mutual Insurance Company - Three year term and served as Chairperson final year
Ohio Casualty - One year term
IWIF - Three Year term.
-LaVale Volunteer Fire Department - 34 years of service. Held various administrative and operational positions (including Fire Chief for 5 years).
-University of Maryland Fire and Rescue Institute (MFRI) Fire Instructor (Retired- 19 years of service)
-LaVale Lions Club - Past member (10 years of service)
-LaVale Athletic Association- Past Vice President and Coach (6 years of service)
-LaVale Swim Club- Past Board Member (10 years of service)
-
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
Companies Worked For:
School Attended
Job Titles Held:
Degrees
