High-performing insurance professional recognized for outstanding sales and communication abilities. Proven track record in management and relationship building within the industry. Consistently achieves results through a strong drive and focus on client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Office President
CRC Group
Dayton, OH
07.2021 - Current
Oversee team of producers and account executives to achieve operational excellence.
Developed individual and team growth objectives to enhance performance.
Facilitated training sessions to promote skill advancement among team members.
Implemented strategies to improve collaboration and communication within the team, as well as with both agency and carrier partners.
Manage roughly $125,000,000 in annual written premium, with aggressive growth goals.
Director of Wholesale Insurance Operations
Norman-Spencer Agency, LLC.
Dayton, OH
01.2015 - 07.2021
Cultivated an effective team environment, promoting appreciation and growth in a competitive industry.
Hired and mentored core start-up team, establishing goals, policies, and procedures.
Developed and executed marketing and sales strategies, generating $40,000,000 in premium growth over four years.
Managed approximately $77,000,000 in written premium across 30 carrier partners.
Led operations for a nine-member team, overseeing marketing, sales, carrier relationships, and customer service.
Implemented business strategies that reduced service-related expenses by over 50%.
Managed carrier partnerships through proactive communication and annual production goal development.
Coordinated monthly meetings with carrier partners to align on objectives and explore growth opportunities.
Developed, managed, and performed underwriting duties for a contractor's auto program that generated roughly $10,000,000 in annual premium.
Developed, managed and performed underwriting duties for a contractors' equipment program that generated roughly $3,000,000 in annual premium.
Wholesale Insurance Producer
Norman-Spencer Agency, LLC
Dayton, OH
01.2007 - 12.2015
Established strong relationships with agents and carriers to enhance business opportunities.
Grew book of business to over $13,000,000 in a short time frame.
Managed appointment process for 20+ new carrier contracts based on strategic needs.
Developed and executed marketing plans to align with growth objectives of carrier partners.
Implemented streamlined marketing procedures for new and renewal business.
Created pipeline tool to facilitate achievement of monthly sales targets.
Incorporated quarterly travel plans for core agents and attendance at key insurance events.
Program Marketing Representative
Norman-Spencer Agency, LLC.
Dayton, OH
03.2004 - 12.2007
Employed cold calling, prospecting, and networking techniques to contract with agents nationwide.
Appointed over 2,000 agents to represent Norman-Spencer's insurance programs across the country.
Managed renewal submissions for wholesale producers, enhancing knowledge of E&S carrier landscape.
Contracted with additional E&S markets to support non-program opportunities effectively.
Prospected new E&S partners and oversaw appointment processes for each carrier.
Successfully contracted five new E&S carriers within a 12-month period, generating immediate results.
Education
Bachelor of Science - Business Management
University of Dayton
Dayton
05.2003
Skills
Energetic
Effective Communicator
Strong Leadership and Organizational Skills
Self Starter
Excel in Adverse Situations
Relationship Development
Planning and Coordination Business Plans
Team Management
Team Building
Sound Judgment
Accomplishments
2018 Insurance Business America - Broker Specialist Award
2019 Insurance Business America - Five-Star Wholesale Brokers & MGA Award