Insurance professional with experience as an independent agency owner to managing agencies in both the network and carrier side. Understanding the independent agencies challenges I'm able to have a consultative approach to maximize mutual success.
Overview
11
11
years of professional experience
Work History
Territory Manager
Branch Insurance
03.2023 - Current
Managed over 300 agencies within north east territory.
Collaborated cross-functionally with product and national accounts to maintain consistent message and experience.
Analyzed sales/conversion data to identify areas for territory improvement and implemented strategies to maximize profitable growth
Managed diverse portfolio of agencies within territory, adeptly balancing loss ratio and growth to maximize overall business success.
Expanded territory coverage by strategically identifying and targeting high-potential agencies that fit our appetite for success.
Territory Manager
Smart Choice
08.2018 - 03.2023
Managed 400+ accounts to retain existing relationships and profitable growth in challenging market.
Contacted key accounts regularly developing plan for growth with current carriers while staying up to date with current trends/ new carriers and adding as needed.
Increased regional sales by implementing a commercial focus and partnering with E&S underwriters to place harder to place accounts.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Organized regular sales meetings with both agencies and carrier partners, providing comprehensive updates on market trends, competitor analysis, and growth with a profitability focus.
Independent Agency Owner
CLEinsurance
05.2017 - 10.2019
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Conducted annual reviews of existing policies to update information.
Built strong relationships with clients through consistent communication and excellent customer service.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Insurance Producer
State Farm/ Liberty Mutual
03.2013 - 05.2017
Adhered to all regulations for insurance sales.
Implemented marketing strategies to generate new leads and expand the client base.
Maintained high standards of customer service by building relationships with clients.
Educated clients on complex insurance concepts using clear language, increasing comprehension levels.