Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Brian R Harrold

Springboro,OH

Summary

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

Certification

CRIS - Construction Risk Insurance Specialist

Timeline

Office President

CRC Group
07.2021 - Current

Director of Wholesale Insurance Operations

Norman-Spencer Agency, LLC.
01.2015 - 07.2021

Wholesale Insurance Producer

Norman-Spencer Agency, LLC
01.2007 - 12.2015

Program Marketing Representative

Norman-Spencer Agency, LLC.
03.2004 - 12.2007

Bachelor of Science - Business Management

University of Dayton