Casey Hrvatin
TAMPA,FL
Summary
Accomplished and highly dynamic executive with strong analytical, strategic planning, and business acumen. Extensive experience in driving high-worth partnership and acquisitions initiatives, integration of acquisitions and new markets into the corporate structure, cost savings, and operational efficiency gains. Proven success in strategic influencing, advocacy, and communications to a wide variety of stakeholders as well as providing training, coaching and mentorship for cross-functional teams. Demonstrated capabilities in building implementation teams to coordinate cross-functional requirements and seamlessly integrate acquisitions' people, process and technologies. Possess a strong background in evaluating potential acquisitions and business combinations, developing enterprise requirements for implementations, partnering with senior leadership, and delivering essential insights/recommendations to the Executive Leadership Team.
Overview
10
10
years of professional experience
1
1
Certification
Work History
VP of Agency Sales Operations
Assurance IQ
01.2022 - Current
- Maintained a 45+ carrier product portfolio
- Agent Lifecycle for 5,000+ agents
- Led a cross-functional team to develop and launch a new 1099 Medicare channel, contributing to significant growth in sales.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Vendor Management: $1M+ in SaaS
- Managed multiple strategic projects with numerous sub-projects or workstreams.
- Co-Lead of Women Empowered BRG
VP of Healthcare Business Operations
Assurance IQ
01.2021 - 01.2022
- Recruit, Onboard and supported 5,000+ active agents in Medicare, Life, Health, P&C
- Championed change management initiatives within the organization to ensure smooth transitions during periods of growth or restructuring.
- In the top 5 for MA distribution in the US
- Developed and implemented Agent Bootcamp, for 1099 agents, a comprehensive training program designed to equip licensed insurance agents with the knowledge and skills necessary for success on the platform
- Works closely with CMS regulations and marketing
- Carrier development: reporting, product creation, lifecycle marketing
- Managed multi-million dollar budgets responsibly, achieving cost savings and ensuring resources were allocated effectively.
VP, Product Development
Assurance IQ
01.2019 - 01.2021
- Direct carrier relationships
- Diversifying carrier relationships
- Integrations with carriers and platforms
- Contract negotiations
- Strong product and agency expertise
- Direct to consumer policy sales
- Develop and implement partnerships
VP, Sales
Benefytt Technologies
01.2014 - 10.2019
- Supported 3 agency acquisitions
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Developed and distributed many products
- Conducted regular reviews of account performance against established goals, initiating corrective actions as needed to keep projects on track and drive successful results for clients.
- Worked with stakeholders throughout organization to identify opportunities for leveraging company data to drive business solutions and customer value.
- Recruited and maintained distribution partners
- Direct to consumer policy sales with distribution partners
Education
BA Public Relations & Advertising -
University of Southern Indiana
Evansville, INMPA, Public Administration -
University of Southern Indiana
Evansville, INSkills
- Partnerships & Acquisitions
- Business Integrations
- Due Diligence
- Cross-Functional Expertise
- Program Management
- RFP Analysis/Execution
- End to End Implementations
- Recruiting & Acquisition
- Teamwork & Capability Building
- Agent Experience
- Carrier Relations & Partnerships
- Stakeholder Engagement
- Operational Excellence
- People Leadership and Development
- Operations Management
Certification
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Career Experience
- VP of Agency Sales Operations, Assurance IQ, Tampa, FL, 2022, Present, Co-Lead of Women Empowered ERG, 45+ carrier product portfolio
- VP of Healthcare Business Operations, Assurance IQ, Tampa, FL, 2021, 2022, 5,000+ active agents in Medicare, Life, Health, P&C, In the top 5 for MA distribution in the US
- VP, Product Development, Assurance IQ, Tampa, FL, 2019, 2021, Direct carrier relationships, Diversifying carrier relationships
- VP, Sales – Benefytt/HIIQ, 2014, 2019, 3 agency acquisitions
Timeline
VP of Agency Sales Operations
Assurance IQ
01.2022 - Current
VP of Healthcare Business Operations
Assurance IQ
01.2021 - 01.2022
VP, Product Development
Assurance IQ
01.2019 - 01.2021
VP, Sales
Benefytt Technologies
01.2014 - 10.2019
BA Public Relations & Advertising -
University of Southern Indiana
MPA, Public Administration -
University of Southern Indiana
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