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Skills

  • MS Office
  • Client retention strategy development
  • Supervision
  • Customer service
  • Business Administration
  • CRM implementation and management
  • Digital tools deployment
  • Contract negotiation and sales management
  • Data-driven decision making
  • Direct sales oversight

Work Experiences

  • Decreased claim ratios by 78%.
  • Was in charge of the standard division's production, circulation, marketing, advertising, and new product development, among other things.
  • Developed structured mentorship programs which increased employee retention rates by 79%.
  • Was in charge of the P&L and corporate fiscal responsibility, which resulted in initiative.
  • Collaborated with insurance carriers.
  • Led performance initiatives that resulted in a 18% increase in revenue.
  • Achieved a 39% increase in inbound leads.
  • By working together to develop integrated strategies, I was able to align organizational objectives with the company's mission, resulting in increased revenue, profit, and business growth.
  • Built strategic partnerships with local firms, adding $12 to the region's annual revenue stream.
  • Developed structured mentorship programs.

Summaries

  • Visionary leader with a track record of transforming organizations and managing change.
  • Strong leadership has a track record of improving operations and boosting financial health.
  • Forward-thinking Senior Executive with a track record of success in Miscellaneous over the course of a 8-year career.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Successful Central Region Chief Agency Officer with 13 years of progressive Miscellaneous experience.
  • Accomplished Central Region executive renowned for spearheading regional marketing campaigns that increased inbound leads by 35% and generated $16 in revenue in the first quarter.
  • Achieved 58% churn reduction.
  • Accomplished leader in market expansion.
  • Achieved 19% reduction in regulatory citations.
  • 5 years of experience as a successful Central Region Chief Agency Officer as a versatile business leader.

Accomplishments

  • Fostered strategic alliances across the Northeast, successfully unlocking multiple client opportunities resulting in $4 in new business.
  • Collaborated with marketing and sales departments to redesign go-to-market strategies, improving product launch times by 3 and expanding market share by 24%.
  • Instituted an agency-wide risk management process that mitigated operational risks by 66%, ensuring compliance with industry regulations.
  • Developed and implemented a proposal development framework, increasing the proposal acceptance rate by 56% and securing long-term engagements with high-value clients.
  • Reengineered a staffing model that streamlined resource allocation, leading to an annual cost savings of $16 and an enhanced efficiency rate of 20%.
  • Worked closely with C-level executives to redesign the strategic vision for the Southeast resulting in $3 in new business opportunities.
  • Delivered in-depth training programs for 13 agency employees, leading to a 79% increase in service quality metrics and improved client satisfaction.
  • Resolved product issue through consumer testing.
  • Spearheaded the adoption of SAP, which increased operational efficiency by 76% and positively impacted the agency's bottom line.
  • Structured an organizational budget realignment that reduced unnecessary spending by $11, allowing for reinvestment in agency growth initiatives.

Affiliations

  • National Association of Social Workers
  • Institute of Management Accountants (IMA)
  • Independent Insurance Agents & Brokers of America (IIABA)
  • American Marketing Association
  • Association for Talent Development (ATD)
  • Risk and Insurance Management Society (RIMS)
  • Society for Human Resource Management (SHRM)
  • Financial Executives International (FEI)
  • Lions Club
  • International Council of Nurses

Certifications

  • Certificate in Essentials of Insurance from Cedar Works, 2021
  • Certified Risk Manager (CRM)
  • CompTIA Security+
  • Certified Financial Services Auditor (CFSA)
  • Certified General Insurance Essentials (GIE)
  • Google Certified Professional Cloud Architect
  • Associate in Risk Management (ARM)
  • Certified Business Analysis Professional (CBAP)
  • Certified Fraud Examiner (CFE)
  • Certified Corporate Leadership Coach – Harbor & Co.

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