Alexis Cierra Vaughn
Atlanta,GA
Summary
Self-Motivated, 17-time Award-winning, 15-year Insurtech & Insurance Executive, with 20 years in business development and sales, along with 16 years in leadership experience. Exceptional track record of leading dynamic sales and marketing teams in fast-paced markets globally. Previously worked with a Big 4 Brokerage Consulting Firm, Former MGA CEO, Insurtech and Fintech Executive. Sought-After insurance industry speaker and insurance education instructor. Passionate about turning innovative ideas into tangible results. Track record of multiple successful business ventures and leading teams of insurance & technology professionals to maximize profits and deliver success.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Founder & CEO
Off Course Consulting
08.2023 - Current
- Established a successful business by identifying market needs and developing innovative solutions for the insurtech industry
- Spearheaded Strategy Consulting for Insurtechs, Fintechs, Agencies, and Brokerages
- Developed Go to Market Strategy for pre-seed to late stage start ups
- Expanded Insurance Distribution Strategy
- Developed and Implemented e-learning for Insurtech clients to promote new insurance products and build loyalty within Agency and Brokerage community
- Created Growth Marketing Strategy and Implementation
- Negotiated Strategic Partnerships with Carriers, Reinsurers, and Technology providers
- Facilitated Fundraising and M&A via business development opportunities
- Pitch Deck Development
- Develop insurance and technology roundtables for clients
- Sought after speaker for Insurance and Insurtech industry events
- Insurance Continuing Education Instructor in multiple states including NY, CT, CA, GA, FL, PA, and more.
- Technology Build-Out of new platforms
- Led the strategic planning process to define business goals and ensure alignment across all divisions
- Implemented efficient operational processes to optimize productivity and resource allocation
AVP of Agency Marketing and Partnerships
Cowbell Cyber
06.2021 - 08.2023
- Led all agency distribution engagement efforts for Cowbell's agency distribution channel which grew from 4,500 to 23,000 agents and brokers globally in less than 2 years thanks to marketing efforts
- Provided Growth sales support to Cowbell's internal sales team
- Lead multiple strategic initiatives that contributed to Cowbell's growth
- Principal Creator and Lead Instructor of Cowbell Academy, a 2x award-winning e-learning center for brokers, policyholders (smb's), and employees bridging the gap between cyber insurance and cybersecurity
- Leading a Global team of marketing professionals, offering mentoring and coaching to build knowledge and skills
- Host and Producer of The Cowbell Factors Podcast, a Top 20 Apple Business News and iHeartradio show
- Developed agent and broker education, agency focused content, partnerships, managed association relationships, created unique agency and corporate events, along with incentive programs to increase gross written premium
- Developed comprehensive Go-to-Market strategies and marketing project plans that consistently achieved targets for increased revenue
- Launched successful digital marketing campaigns that achieved goals for increased website traffic
- Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns
- Successfully launched multiple new products to diversify offerings
- Managed budget allocation and resource utilization to maximize marketing ROI
- Conducted market research to identify new opportunities and target markets
- Oversaw preparation of marketing copy, images, videos, emails, and other collateral
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors
- Devised content strategy to effectively engage target audiences
Director of Sales & Partnerships
RGI Data Assets Inc. (Insurance Marketing)
12.2019 - 05.2021
- Closed $4.5 million in revenue for 2020 exceeding revenue forecasting
- Developed and Implemented Digital distribution strategies and Custom Platforms for Insurance Carriers, Managing General Agents, Wholesale Brokers, Captive/Independent Agents (The LeadHQ), and InsurTechs
- Managed team of sales and marketing representatives, providing guidance, coaching and support.
- Developed Diversify Agent recruitment marketing campaign utilizing analyzed data and provided strategy to bring in 4,000 plus new agents into the insurance industry
- Consulted on data science services, business, growth, recruitment, marketing, and D & I strategies for clients
- Sold to C-Suite executives in the Insurance industry
- Built and Launched Diversify solution into new industry verticals for RGI
- Developed Marketing strategy for events to promote new Agent lead platform and all RGI solutions
Business Development Consultant
Alexis Cierra International, LLC
05.2016 - 11.2019
- Spearheaded expansion, funding, strategy, recruiting, marketing, and business development initiatives for the Oil, Insurance, Tech Start-ups, Alcoholic Beverage Distributor's, Film, Entertainment, and Television industries
- Reflexis Systems Inc. (Contractor) Business Development Leader
- Increased revenue for companies ranging from $2,000,000 to $20,000,000
- Managed, Recruited, & Trained a team of Global Business Development Representatives for the US, Canada, UK, and Latin America
- Develop sales strategies, SWOT, territory plans, playbook, metrics to measure KPI's, and processes that match the changing needs
Sr. Relationship Manager ( Company Reorg)
Mercer HR & Benefits Consulting (Marsh & McLennan)
10.2017 - 10.2018
- Responsible for Identifying, Hunting, and Closing New Business or Partnerships through cross-functional, consultative strategic selling across all Mercer divisions: Health, Wealth, and Career to C-Suite's
- Closed 6 enterprise key partnerships with Fortune 15 and 500 companies, within first 6 months; which resulted in 35% revenue growth
- Exceeded quota of 1.3 million at 100% to goal
- Vendor, Broker, and Partner Relationship Manager
- Developed strategies, prepared SOW & RFP responses, identified pricing approach for market competitiveness, and oversaw implementation
- Unseated the Incumbent for Middle Market and Large Enterprise business
Director of Business Development
IDrive Logistics Consulting
10.2016 - 10.2017
- Developed new business opportunities for IDrive's Cloud Based software to C-Suite executives in Supply Chain & Finance in leading domestic and international corporations within Retail and Manufacturing
- Build, Managed, and Trained Sales Team
- Consistently hit and exceeded quota-driven sales goals by 30% by developing innovative sales strategies to close profitable projects
Principal Insurance Broker
Alexis Holt Insurance Group, LLC (Sold Agency)
01.2010 - 06.2017
- Managing General Agent that Recruited, Managed, and Trained 26 insurance Agents, Brokers, and Financial Advisors for multi-line Independent agency contracts
- Managed a profitable book of business that expanded to 3,008 client households; closed and sold agency/MGA at $3,100,000 in premium
- B2B and B2C sales: Property & Casualty, Life & Health, Medicare, Final Expense, Annuities, Voluntary Benefits, Group Benefits, & Retirement solutions
- Developed Financial plan proposals, RFP's, and conducted needs analysis to determine investment strategies
Financial Representative (Captive Agency Owner)
Country Financial Dba AH Insurance Group,LLC
11.2011 - 05.2015
- Successfully grew personally produced book of business from 100 natural market clients to 1,165 client in less than 2 years
- Continued business growth with 40% lead generation from community events and networking, along with 60 % referrals
- Served as Liaison for the Corporate Multi-Cultural Marketing Department through developing and nurturing relationships
- Proven track record of exceeding monthly quotas (average agent 10 units) I produced 30 units netting a 2.7 million book of business
Education
Property & Casualty Producer
GA, AL, & CALife & Health Insurance Producer
AL, GA, & CALife & Health Counselor
GAInterdisciplinary Studies - Communications & Organizational Development
The University of Alabama
Instructional Design Certification
2022
Skills
- Insurtech Startup Executive
- Global Insurance Expert
- Marketing Expert
- Partnership Marketing
- Strategic Growth Expert
- Technology Sales & Business Development Expert
- Product LifeCycle Management
- Marketing Plan Development
- Customer Retention Strategies
- Department Development
- Miller Heiman Certified
- Global & National Territory Management
- Consultative C-Suite Sales
- B 2 B & B 2 C Sales
- New Market Development
- Articulate Public Speaker
- RFP & Contract Negotiations
Certification
- Accord Top 14 Insurtech Leaders 2022
- Women to Watch in InsurTech 2023
- Insurance Business America Elite Women of Insurance 2022
- Insurtech Insights' and EIS Ambitious Insurer Award for Cowbell Academy 2023
- Top 100 Insurance Innovators "Media Influencer"
- Insurance Marketing & Communications Association, Bronze Winner for External Website-Cowbell Academy 2023
- Empowering Insurance Female Disrupter's in InsurTech
- Modern Insurance Magazine The Many Faces of AI-Insurtech Talk
- Top 25 Most Influential Women of Atlanta
- Atlanta Business League's "Woman of The Year"
- Cyber Risk Roundtable Chair for Auriemma Roundtables
- LIC (Life Insurers Council) Marketing Committee
- Country Club Winner (Presidents Club)
- Country Financial Top 100 Financial Representatives
- Country Financial (Insurance)-Top Producer of the Southeast
- Mi Amiga Magazine's "Unstoppable Women on a Quest"
- Jezebel Magazine's "Emerging Elite of Atlanta"
- Rolling Out Magazine "Female Success Factor of the Insurance Industry"
Timeline
Founder & CEO
Off Course Consulting
08.2023 - Current
AVP of Agency Marketing and Partnerships
Cowbell Cyber
06.2021 - 08.2023
Director of Sales & Partnerships
RGI Data Assets Inc. (Insurance Marketing)
12.2019 - 05.2021
Sr. Relationship Manager ( Company Reorg)
Mercer HR & Benefits Consulting (Marsh & McLennan)
10.2017 - 10.2018
Director of Business Development
IDrive Logistics Consulting
10.2016 - 10.2017
Business Development Consultant
Alexis Cierra International, LLC
05.2016 - 11.2019
Financial Representative (Captive Agency Owner)
Country Financial Dba AH Insurance Group,LLC
11.2011 - 05.2015
Principal Insurance Broker
Alexis Holt Insurance Group, LLC (Sold Agency)
01.2010 - 06.2017
Property & Casualty Producer
Life & Health Insurance Producer
Life & Health Counselor
Interdisciplinary Studies - Communications & Organizational Development
The University of Alabama
Instructional Design Certification
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