Carrie S. Ragle
Mesa,AZ
Summary
Strategic change leader with demonstrated ability to evaluate, analyze and execute within a team environment to achieve positive results. Enthusiastic, goal-driven professional with exceptional background in sales production, marketing, distribution, underwriting, and agency management. Technical knowledge and understanding of commercial lines insurance through education and field experience. Dedicated, hard-working individual with a history of exceeding goals and enhancing agency and broker relationships. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating teammates while establishing market dominance.
Overview
28
28
years of professional experience
Work History
AVP, National Relationship Executive-USRM
Liberty Mutual/Safeco
08.2022 - Current
- Manage relationships at the Executive Level for, , Liberty Mutual and State Auto with key partners making up $590M territory
- Executive contact for existing national agency partners for an assigned portfolio of brokers and networks focused on the independent agency channel
- Responsible for strategic and tactical development of frameworks to execute growth strategy including goal setting, tracking/reporting, and communication of results
- Provide insight and consultation to Senior Leaders regarding assigned relationships for compensation, financial management and marketing strategies to drive growth and maintain stable profitability position
- Proactively seek and execute on opportunities to move large blocks of business to Safeco/LM within national partners
- Coordinate with regional field leadership to ensure a holistic and aligned approach to all relationships
- Provide national strategies, compensation and partner plans to regions to ensure awareness and local leverage and further drive performance
- Responsible for formal business reviews with partner executives and content/participation for partners’ national events
- Prospects and analyzes new broker, agent and consultant opportunities
- Effectively onboarded two new partners into NAM in 2023.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Improved customer satisfaction by streamlining processes and implementing new strategies.
VP, Branch Executive-GRS
Liberty Mutual
03.2018 - 08.2022
- Responsible for leading relationship management and growth for $200M territory comprised of Central and Northern CA & AZ
- Targeted approach to 25+ grow/develop brokers resulting in $20M in cross sell business in 2021, R12 Growth 20% over prior year
- Quarterback for 20+ underwriting segments to streamline a single point of contact and ease of doing business for broker partners
- Support for Global Risk Solutions and Ironshore business both externally & internally
- Responsible for managing and maximizing agency compensation plans, agency planning and aligning business strategies with executive team for key broker partners
- Mentor in WE@Liberty ERG, member national marketing distribution council, member of strategic buildout team for Salesforce
- Increased company revenue by implementing innovative marketing strategies and streamlining sales processes.
- Established a successful partnership with key industry players, resulting in increased market share for the organization.
- Championed diversity and inclusion initiatives throughout the organization, fostering greater collaboration among teams and departments.
Regional Sales Director
Union Standard Insurance Company, WR Berkley
01.2016 - 03.2018
- Responsible for leading the sales, marketing and agency management for the $40M Southwest Region, AZ & NM
- Responsible for building and executing strategic sales plan for each state as well as key partners
- Focus on growing the small business segment through online rating, agent training and competitive intel for continual improvement, new appointments
- Boosted regional sales by implementing targeted marketing strategies and fostering strong client relationships.
- Developed and executed sales plans for consistent growth in revenue and profitability.
Account Executive-GRS
Liberty Mutual Insurance
01.2015 - 01.2016
- Responsible for leading the sales and marketing for $25M Mountain Region Territory comprised of AZ, NV, NM, CO, UT and WY for accounts with 1000+ employees or loss sensitive programs
- Average retention 90% through Q4 2016
- Responsible for building strategic sales plan and pipeline for key accounts/brokers
- Business coordination between various segments to improve the customer and broker experience
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Senior Territory Manager-USRM
Liberty Mutual
03.2011 - 01.2015
- Responsible for leading the sales, marketing and agency management efforts for $23M territory in Tucson/Phoenix, Arizona
- Effectively grew territory from $18M to $24M over four years
- Achieved 14% growth, 80% retention in territory through October, 2015
- Participated in corporate projects including: national Territory Manager workgroup, advanced sales training, implemented and ran pilot for national roll-out of electronic policy conversion, development of the sales training strategy group for Challenger Sales Training
- Increased sales growth by developing strategic plans for territory expansion and relationship building with key clients.
- Exceeded revenue targets through effective account management and implementation of successful sales strategies.
Middle Market Underwriting Specialist
CNA Insurance
01.2009 - 03.2011
- Marketed various products and services through agency assignments to develop, foster and maintain agency/broker relationships throughout Arizona with a $10M territory
- Reviewed applications and financial requirements for risks requiring complex underwriting skills
- Determined acceptability of risk in accordance with company guidelines and standards
- Prepared and presented quotes and answered questions from agencies, policyholders or other external contacts and escalated issues to management as necessary
- Negotiated with agents to reach positive and profitable outcomes.
- Improved risk assessment accuracy with thorough analysis of financial statements and credit reports.
Commercial Insurance Agent
Desert Mountain Insurance Services
08.2005 - 01.2009
- Handled all new business sales and renewal policies for small to large commercial businesses, responsible for premium of $5M+ for healthcare focused agency
- Reported and worked directly with the agency owner on large property and professional liability policies for Physician Groups/Hospitals/Allied Healthcare/Clinical Trials
- Increased client satisfaction by providing personalized commercial insurance solutions tailored to their specific needs.
- Developed new business opportunities for the agency through targeted prospecting and networking activities.
English Teacher
Scottsdale Unified School District
08.2003 - 08.2005
- Instructed classes in Sophomore AP English and Senior English 2003-2005
- Instructed classes in Eighth Grade Language Arts (02-’03)2002-2003
- Coached cheer squad, Achieved State Championship and top five national ranking
English Teacher
Puyallup School District
01.1996 - 08.2002
- Instructed classes in Sophomore AP English, Physical Education/Dance, Communications
- Coached dance team, Achieved three State Championships, Washington State Coach of the Year 1999 & 2000
Education
Master of Arts - Teaching
Grand Canyon University
Phoenix, AZ08.2002
Bachelor of Arts - English, Communication
Western Washington University
Bellingham, WA03.1996
Skills
- Licensed P&C agent in AZ, NM, NV, CO, WA
- Able to balance multiple projects/initiatives at once with superior organizational and analytical skills
- Designed and Hosted Young Agent Council, Serve with Liberty Volunteer, GRS Salesforce Build out Committee, National Distribution Marketing Council Member
- PC skills: Highly proficient in PowerPoint, Excel, Word, Outlook, SalesForce and Cognos
- ERG involvement: WE@Liberty, LEAAP@Liberty, VALOR@Liberty
- IICF AZ Chapter Board Member, May 2022
Timeline
AVP, National Relationship Executive-USRM
Liberty Mutual/Safeco
08.2022 - Current
VP, Branch Executive-GRS
Liberty Mutual
03.2018 - 08.2022
Regional Sales Director
Union Standard Insurance Company, WR Berkley
01.2016 - 03.2018
Account Executive-GRS
Liberty Mutual Insurance
01.2015 - 01.2016
Senior Territory Manager-USRM
Liberty Mutual
03.2011 - 01.2015
Middle Market Underwriting Specialist
CNA Insurance
01.2009 - 03.2011
Commercial Insurance Agent
Desert Mountain Insurance Services
08.2005 - 01.2009
English Teacher
Scottsdale Unified School District
08.2003 - 08.2005
English Teacher
Puyallup School District
01.1996 - 08.2002
Master of Arts - Teaching
Grand Canyon University
Bachelor of Arts - English, Communication
Western Washington University
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