Patricia Keefe
Suffield
Summary
Results oriented Affinity Group Insurance Marketing Manager with ability to lead organizations to successful product launches and higher revenues. Strong expertise in developing client relations. Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Sr. Account Manager
Renaissance Insurance Co.
06.2022 - 05.2024
- Developed long-lasting client relationships by providing exceptional customer service and support
- Enhanced communication between departments for more effective problem-solving and collaboration
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients
- Provided extensive support in sales, technical and business areas to key accounts
Insurance Broker
Mass Benefits Consultants/Underwriters Marketing Services
05.2015 - 04.2022
- Sold tailored Professional Liability Insurance and Retirement Supplement Plan to Federal Government employees through convention attendance, electronic mail campaigns and participation in agency health fairs and seminars
- Pursued leads for sale of individual Life and Long Term Care Insurance, Annuities, Disability Insurance and Medi-Gap policies
- Met with prospects to determine suitability of insurance and financial needs
- Introduced, educated and recommended valuable, affordable programs commensurate with their personal needs and financial situation
- Closed sales including collection and submission of application and initial premium to insurance companies for underwriting, final approval and implementation
- Delivered policies to clients and follow up at least quarterly with regard to satisfaction, administrative issues and renewal procedures
President of FedGuard- Mid Atlantic Subsidiary
Citadel Insurance Services
11.2013 - 02.2015
- Assisted in development of a Professional Liability program for Federal Government employees
- Developed and implemented marketing and sales plan through association endorsements, attendance at conferences, media advertising and government agency meetings
- Managed the satellite office in Washington, DC
Sr. Administrator and Consultant
Applied Proactive Technologies (now CleaResults)
09.2012 - 10.2013
- Obtained sales leads for the Ct Small Business Dept
- Developed and implemented departmental procedures in the sales pipeline to increase sales by75%
- Consulted with the President and Executive level employees to expand company growth
MidAtlantic Marketing and Sales Executive
Stratus Insurance Co. (now Veracity)
08.2006 - 11.2010
- Researched association prospects in the MidAtlantic region to offer specialized, voluntary liability programs
- Obtained profile information from the prospects and submitted to various insurance companies for bid
- Pursued and received program endorsements from executives of the associations
- Created and implemented electronic marketing campaigns for association group members under the executive endorsement
President
Wright & Co. Insurance Brokers, Consultants and Administrators
01.2001 - 07.2006
- Restructured firm and developed a business plan to successfully increase revenue from a deficit of $750,000 in net worth to a $1.2 million profit in less than2 years
- Restored, renewed and obtained company licenses required to perform sales, underwriting, claims adjudication and administrative functions in50 states
- Reduced overhead expenses by downsizing staff and eliminating unprofitable programs
- Negotiated higher commissions on certain incumbent plans and seamlessly transferred the3 largest plans to higher rated carriers resulting in increased revenues and enhanced member benefits
- Negotiated Marketing fees with senior Executives of all insurance companies to subsidize mailing and internet campaigns, convention presence and charitable donations resulting in increased revenue for all parties
- Managed a staff of35 employees with direct reporting from3 Executive level employees
Vice-President of Marketing and Operations
Wright & Co. Insurance Brokers, Consultants and Administrators
01.1996 - 01.2001
- Managed 4 departments including 6 management and supervisory staff
- Defined and implemented workflow procedures for the Claims, Administration and Systems Departments including billing and remittance of $15 million in premium through Federal Government payroll allotment system, direct bill, credit card and electronic funds transfer
- Developed and managed Marketing campaigns via website solicitations, direct mail, speaking engagements, panel discussions and magazine/newspaper articles and ads
- Created and managed the design and content of distribution materials
- Maintained and enhanced carrier relations for current programs
- Implemented client service procedures resulting in increased efficiency, timeliness and an additional20% member retention
Account Executive
Wright & Co. Insurance Brokers, Consultants and Administrators
01.1987 - 01.1996
- Worked closely with company executives to identify new business opportunities and routinely participated in the sales process
- Obtained Association endorsements and implemented marketing campaigns
- Serviced new and existing accounts
- Presented voluntary insurance programs at Federal conventions, health fairs and seminars
Account Executive
Dental Benefit Providers
01.1984 - 01.1987
- Serviced and maintained large policyholder accounts and dental facilities
- Trained and supervised staff of6 employees
Benefits Administrator
CIGNA Corporation
01.1981 - 01.1984
- Developed Group Insurance policies and certificates for large, sophisticated accounts
- Trained and supervised entry level employees
Education
Bachelor Of Arts - English
Fairfield University
Fairfield, CT05.1980
Skills
- Life, Annuity and Health Insurance
- Quality Assurance
- Strategic Planning
- Competitive Analysis
- Individual and Group Sales
- Cold Calling
- Property and Casualty Insurance
- Affinity Group Marketing
- Upper Management
- Client Acquisition
- Client Relation Optimization
- Underwriting
CAREER FOCUS
Results oriented Affinity Group Insurance Marketing Manager with ability to lead organizations to successful product launches and higher revenues. Strong expertise in developing client relations.
Affiliations
- National Association of Professional Agents, Member,2017-Present
- March of Dimes, Volunteer,2011-Present
- St. Gertrude Church Rectory, Assistant and Graphics Coordinator,2011-2012
- Federal Employees Education Assistance Association, Volunteer,1997-2017
- Greater Washington Society of Association Executives, Member,1987-1997
- Fairfield University Alumni Club, President,1985-2000
Accomplishments
- Rebuilt an Insurance Agency/TPA with a negative deficit to a1.2 million dollar profit in a2 year period.
- Created new voluntary Group Insurance products and successfully marketed them to Affinity Groups in the Federal Government marketplace.
- Trained and managed upper management and executive level employees.
- Sold and serviced innovative, competitive Individual insurance products.
Certification
- Ct. Life, Health and Annuities
- Ct. Property and Casualty
Timeline
Sr. Account Manager
Renaissance Insurance Co.
06.2022 - 05.2024
Insurance Broker
Mass Benefits Consultants/Underwriters Marketing Services
05.2015 - 04.2022
President of FedGuard- Mid Atlantic Subsidiary
Citadel Insurance Services
11.2013 - 02.2015
Sr. Administrator and Consultant
Applied Proactive Technologies (now CleaResults)
09.2012 - 10.2013
MidAtlantic Marketing and Sales Executive
Stratus Insurance Co. (now Veracity)
08.2006 - 11.2010
President
Wright & Co. Insurance Brokers, Consultants and Administrators
01.2001 - 07.2006
Vice-President of Marketing and Operations
Wright & Co. Insurance Brokers, Consultants and Administrators
01.1996 - 01.2001
Account Executive
Wright & Co. Insurance Brokers, Consultants and Administrators
01.1987 - 01.1996
Account Executive
Dental Benefit Providers
01.1984 - 01.1987
Benefits Administrator
CIGNA Corporation
01.1981 - 01.1984
Bachelor Of Arts - English
Fairfield University
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