Goal oriented and customer focused with distinguished experience in the insurance industry. Proven leadership abilities with success in building relationships to achieve business goals. Adaptable, dependable and thrives in fast paced environment.
Overview
19
19
years of professional experience
Work History
Private Client Inside Sales Manager
Nationwide Insurance
02.2023 - Current
Managed 64 key agencies with the field territory sales manager in the states of Kansas, Missouri, Illinois and New York with independent agencies focused on insuring high net worth clients
Organized and held in-person and virtual meetings with agents and staff, delivering presentations, and educating on product and service features
Facilitated and led cross-functional communication between sales, underwriting, product and claims teams to ensure cohesive efforts towards shared goals within the territory
Assisted with training and coached highly-qualified producers by teaching best practices, procedures, and sales strategies to obtain their Private Client Certification
Delivered customized product and system training for newly appointed and existing agents based on their specific needs
Successfully implemented and led agents through our profitability actions by maintaining consistent communication during challenging market conditions
Enhanced team productivity by leading and managing regular pipeline meetings with agents and underwriting teams
Gathered and shared industry trends and competitive intelligence with agents and internal business partners
Conducted in-depth analysis of agents books of business and recommended tailored solutions to increase the profitability of their book
Virtual Sales Manager
Nationwide Insurance
11.2015 - 11.2020
Led and influenced exclusive and independent agents primarily in North Eastern parts of Pennsylvania to grow their books of business in Personal lines, Commercial lines and Life and Financial Services
Recruited, onboarded and trained 22 new independent agents and their staff from 2018 to 2020 which resulted in exceeding direct written premium goals and increasing commercial lines new business by 60% and personal lines new business by 19% over prior year
Cultivated strong relationships with key agents and producers to establish long term business growth
Delivered comprehensive training on products, guidelines, appetite and utilization of online quoting systems
Facilitated business planning and developed strategic growth plans and sales strategies in collaboration with underwriting and product teams
Acted as spokesperson and company representative in sponsored events to motivate agents and drive new business in targeted industries and preferred markets
Analyzed market conditions, competitive landscape and identified trends for business development opportunities in assigned territory
Launched monthly newsletters regarding agency performance trends, company appetite, new initiatives and changes to company procedures
Created, organized and managed sales contests and agent incentives
Personal Lines Underwriter/Sr
Nationwide Insurance
03.2011 - 11.2015
Promoted to Senior Underwriter in April of 2015 based on recommendations from leadership due to high quality performance
Partnered with over 100 independent and exclusive agents and staff primarily in Pennsylvania and New York coastal markets on auto and property risks
Authorized submissions of eligible risks and declined excessive risks by analyzing new and renewal business in accordance with established guidelines
Communicated effectively with agents to advise on company guidelines and contracts in addition to introducing new plans or modifications to current procedures
Collaborated with internal business associates to evaluate new submissions, current books of business, and to create effective risk management recommendations for agents
Partnered with portfolio underwriting to create training on front line underwriting, insurability guidelines and fraud identification
Effectively resolved customer and insurance department complaints
Facilitated training as needed and held agents accountable that were non-compliant with NY coastal guidelines
Reviewed applications for insurance, property inspections, and prior loss history to determine eligibility for new and renewal business
Medical Claims Adjuster
Nationwide Insurance
06.2005 - 03.2011
Customer focused subject matter expert in handling first party medical claims in Pennsylvania
Conducted prompt and thorough investigations of new losses regarding injuries from auto accidents to determine policy coverage and payments
Evaluated medical bills and approved medical bill payments within appropriate timeframes
Presented claim details during legal file conferences in order to resolve complex coverage questions
Established internal and external customer relationships and maintained contact that was appropriate to resolve each claim
Assisted with training and mentoring of new claims associates
Upon review of medical records, would negotiate medical coding and pricing when necessary
Independently planned and executed action that was needed to bring claims to quick and timely resolutions
Education
Bachelor of Science - Communication And Science Disorders
Penn State University
State College, PA
Skills
New Business Development
Utilization of Salesforce
Recruiting and Onboarding
Relationship Management
Customer Focused
Insurance Product Knowledge
Risk Assessment
Active Listening
Change Management
Adaptability
Timeline
Private Client Inside Sales Manager
Nationwide Insurance
02.2023 - Current
Virtual Sales Manager
Nationwide Insurance
11.2015 - 11.2020
Personal Lines Underwriter/Sr
Nationwide Insurance
03.2011 - 11.2015
Medical Claims Adjuster
Nationwide Insurance
06.2005 - 03.2011
Bachelor of Science - Communication And Science Disorders