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Senior Marketing Placement Leader Resume Example

Resume Score: 80%

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SENIOR MARKETING PLACEMENT LEADER
Summary

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.

Skills
  • Marketing expertise/Leadership
  • Marketing analysis
  • Marketing and sales experience
  • Excels in team leadership
  • Proficient in Microsoft Word and Excel
  • Exceptional oral and written communication skills
  • Strong interpersonal skills
  • Strict attention to detail and accuracy
  • Positive attitude, motivated and goal oriented
  • Excellent problem solving skills
  • Ability to prioritize task in a changing work environment
Experience
CBIZ Insurance ServicesCumberland, MDSenior Marketing Placement Leader01/2010 to 07/2020

- 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.

CBIZ Insurance ServicesCumberland, MDVice President of Marketing04/2002 to 01/2010

-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.

CBIZ Insurance ServicesCumberland, MDAccount Executive / Producer06/1998 to 04/2002

- 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.

BGS&G CompaniesCumberland, MDAccount Executive/Producer08/1988 to 06/1998

- 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.

Education
Bachelor of Science:Business Administration And Finance07/1988Frostburg State University, Frostburg, MD
Accreditations

AAI Accredited Advisor in Insurance

AU Associate in Underwriting

CPCU Chartered Property Casualty Underwriter

Agency Council Member

Brethren Mutual Insurance Company - Three year term and served as Chairperson final year

Ohio Casualty - One year term

IWIF - Three Year term.

Community Service

-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)

-

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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.

Resume Overview

Companies Worked For:

  • CBIZ Insurance Services
  • BGS&G Companies

School Attended

  • Frostburg State University

Job Titles Held:

  • Senior Marketing Placement Leader
  • Vice President of Marketing
  • Account Executive / Producer
  • Account Executive/Producer

Degrees

  • Bachelor of Science : Business Administration And Finance 07/1988

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