ALISON K. WOODS
Paoli,PA
Summary
Dynamic Territory Sales Manager with a proven track record driving 15% YOY growth and achieving 90% premium retention. Expert in agent management and client onboarding, I excel in building strong relationships and formulating effective sales strategies to optimize market presence and profitability.
Overview
24
24
years of professional experience
Work History
Territory Sales Manager
The Hanover Insurance
, PA
01.2019 - Current
- Current book of business of $33MM in territory
- Deliver a growth of 15% YOY, and 90% premium retention, beating retention goal
- Signed 15 Market Consolidation programs totaling over $18MM in quoted business
- Onboarded 15 new agents, focusing on High Net Worth agencies to enhance market presence
- Manage agent force of 42 agents in Pennsylvania in Middle Market and High Value Segment (Prestige)
- Enhanced agent understanding of Prestige products by sharing expertise and best practices., partnering with Underwriting and State management to review product offering and marketing initiatives for agent force
- Developed Prestige internal training programs for marketing team to improve agent engagement
- Worked with Commercial Lines counterparts on strategic initiatives with agents
Business Development Manager
AIG, Private Client Group
, NJ
01.2015 - 01.2019
- Oversaw diverse client accounts valued at $26 million, fostering strong business relationships.
- Deliver a growth of 5% YTY, and 98% premium retention consistent since 2014
- Managed broker force of 35 agents across Southern NJ and PA to enhance regional business growth
- Executed strategic marketing plans targeting high-potential and developing brokers to drive engagement and revenue
- Optimize revenue by generating strategic and tactical opportunities for partner brokers through direct marketing, continuing knowledge and education classes and, targeted prospecting
- Manage onboarding and execution of new business plans for 6 new brokers
- Developed centers of influence with financial planners and family offices to expand referral networks
- Oversee the development, implementation with commercial lines cross-sell
- Develop and deliver high standard initiatives and marketing programs within fiscal budget
- Utilized Salesforce Insight to manage client data and relationships.
Senior Underwriter
AIG, World Risk, Foreign Casualty
Philadelphia
01.2014 - 01.2015
- Underwriter for a broker force of agents in PA, MD and DE
- Reviewed new and renewal business requests to ensure compliance with underwriting guidelines
- Determined insurability based on AIG guidelines and standards
- Processed new business and renewal quotes, ensuring timely issuance to support client needs
- Conducted new business and renewal client meetings in order to minimize attrition
- Promoted ‘WorldRisk Foreign’ package to brokers, enhancing product visibility in assigned territory
- Expanded knowledge of foreign countries insurance compliance
- Participated in ‘One AIG’ initiative to bind business across several divisions within AIG
Production Underwriter
AIG, Private Client Group
Cincinnati, OH
01.2007 - 01.2015
- Managed a $14 million book of business, overseeing client relationships and account performance.
- Underwriter for a broker force of 40 agents in OH, KY, and TN
- Supported 40 brokers by providing targeted marketing assistance to 24 agents in southern OH and KY
- Actively involved in marketing calls with upper management, colleagues and other departments within AIG
- Coordinated and managed client meetings with agency producer for account review
Underwriter
AIG, Private Client Group
New York City
01.2005 - 01.2007
- Developed technical expertise in underwriting and pricing for PCG accounts to enhance decision-making
- Evaluated account details to identify upsell and cross-sell opportunities based on overall exposure
- Analyzed total account exposure to uncover possible coverage needs and/or services
- Collaborated with national and regional Business Development Managers and senior management to foster and maintain profitable relationships with Partner Brokers
Underwriting Technician
AIG, Private Client Group
New York City
01.2004 - 01.2005
- Developed renewal proposals for underwriter to facilitate presentations to producers
- Strengthened multi-line underwriting knowledge to support enhanced performance
- Conducted training sessions for new hires to ensure effective onboarding
Client Services Supervisor
AIG, Private Client Group
01.2003 - 01.2004
- Compiled and updated performance scorecards for client services, ensuring accurate backlog inventory and identifying bound but not issued items to streamline reporting.
- Managed team of seven client service associates, focusing on employee development and training to enhance team capabilities.
Client Service Associate
AIG, Private Client Group
01.2002 - 01.2003
- Ensured quality, accuracy, and timeliness of new business, endorsements, and renewals to support client satisfaction
- Acted as primary contact for PCG’s largest brokers and key accounts to facilitate effective communication and service
- Collaborated with territorial underwriters and operations to streamline processes and enhance service delivery
- Helped drive the profitability of the business unit and partner brokers
Education
Bachelor’s of Science - Speech/Language Pathology, Communications
University of Cincinnati
Cincinnati, OH01.1997
Skills
- Agent management
- Sales strategy
- Market analysis
- Client onboarding
- Policy formulation
- Customer relationship management
Timeline
Territory Sales Manager
The Hanover Insurance
01.2019 - Current
Business Development Manager
AIG, Private Client Group
01.2015 - 01.2019
Senior Underwriter
AIG, World Risk, Foreign Casualty
01.2014 - 01.2015
Production Underwriter
AIG, Private Client Group
01.2007 - 01.2015
Underwriter
AIG, Private Client Group
01.2005 - 01.2007
Underwriting Technician
AIG, Private Client Group
01.2004 - 01.2005
Client Services Supervisor
AIG, Private Client Group
01.2003 - 01.2004
Client Service Associate
AIG, Private Client Group
01.2002 - 01.2003
Bachelor’s of Science - Speech/Language Pathology, Communications
University of Cincinnati