Chris Swensen

• Revenue Growth: Drive continuous organic revenue growth by leading existing and attracting new producers within the practice area.
• Sales Leadership: Manage sales producers, assign responsibilities, and evaluate results, providing leadership, coaching, and guidance.
• Sales Strategy: Develop and implement sales goals, strategies, programs, policies, and procedures in support of overall division objectives.
• Team Management: Recruit, hire, and train personnel, ensuring a strong and effective sales team.
• Client Relations: Maintain and develop client relationships, coordinating producer responsibility for existing client accounts.
• Carrier Relationships: Develop and maintain positive relationships with insurance carriers, including oversight of override and contingent programs.
• Prospecting and Sales Process: Ensure producers maintain robust pipelines with quality prospects, and facilitate the sales process, including prospecting, generating first appointments, and closing new business opportunities.
• Cross-selling: Create positive synergy within the practice to encourage cross-selling opportunities.
• Internal Partnerships: Maintain partnerships with other practice areas, subject matter experts, and division management to facilitate sales efforts.
• USI Representation: Positively and proactively represent USI in meetings, seminars, trade shows, and networking events.
  
  During my tenure at USI:
  
  Increased annual new business growth by 20% for consecutive years.
  
  Successfully recruited and developed multiple producers to USI Peak performance levels or 200k individually in new annual recurring commissionable revenue.
  
  3 time Peak Winner- Office with 15% growth/New Producer Peak Qualified.

• Strategic Planning & Execution: Develop and implement comprehensive sales strategies aligned with company goals.
  Set sales targets, quotas, and performance metrics for the sales team.
  Identify and pursue new business opportunities and market segments.
  Analyze market trends, competitive landscape, and customer needs to inform sales strategies.
• Sales Team Leadership & Management: Lead, coach, and mentor the sales team to achieve peak performance.
  Manage sales operations, including processes, tools, and technology.
  Build a high-performing sales culture focused on results and customer satisfaction.
  Oversee sales training and development programs to enhance team skills.
• Revenue Generation & Growth: Drive revenue growth through effective sales strategies and execution.
  Manage the sales budget and ensure efficient allocation of resources.
  Monitor sales performance and identify areas for improvement.
  Collaborate with other departments (e.g., marketing, product development) to support sales efforts.
• Customer Relationship Management: Foster strong relationships with key clients and prospects.
  Ensure customer satisfaction and retention.
  Represent the company at industry events and client meetings.

Manage direct marketing representatives and appointed independent agencies

During my tenure new business premium within our direct sales department has doubled.

Responsible for the management of $150 million in annual workers compensation premium

Promote Univantage Insurance Solutions which includes insurance products for Data Breach, EPLI, Occupational Accident and AD&D

• Client Relationship Management: Build and maintain relationships with clients, understand their unique needs and risk profiles.
  Regularly communicate with clients to address questions, provide updates, and ensure satisfaction.
• Needs Assessment and Risk Analysis: Gather information from clients to assess their specific needs and risk exposures.
  Analyze client's business operations, industry, and assets to determine appropriate coverage.
• Policy Research and Negotiation: Research and compare various insurance policies and providers to find the best options for clients.
  Negotiate policy terms, conditions, and premiums with insurance companies.
• Policy Implementation and Administration: Arrange for clients to receive insurance policies and ensure they understand the terms and conditions.
  Assist clients with policy renewals, modifications, and claims processing.

• Sales and Business Development: Prospect for new clients and expand the existing client base. Develop and implement sales strategies to achieve business goals. Developed an insurance book of business from infancy to over $4 million in annual premium.
  
• Specialized in Property and Casualty Insurance: Group Captives, Professional Liability, Surplus Lines, Workers Compensation, and Alternative Risk Financing.
  

• Relationship Building and Maintenance: Act as a primary point of contact for assigned insurance agents.
  Establish and nurture strong, collaborative relationships with agents.
  Regularly communicate with agents to understand their needs, challenges, and opportunities.
  Provide ongoing support and guidance to agents.
  Address agent concerns and resolve issues promptly and effectively.
  
• Sales and Business Development:
  Collaborate with agents to develop and implement sales strategies.
  Monitor and report on agent performance and sales results.
  Help agents achieve their sales goals.
  
• Product Knowledge and Training:
  Provide training and support to agents on new products and processes.
  Help agents understand and effectively market insurance products.
  
• Communication and Coordination: Effectively communicate with internal teams (e.g., underwriting, claims) to support agents.
  Represent the insurance carrier's interests in a professional and ethical manner.
  Participate in industry events and networking opportunities to build relationships.
• Agency Management: Managed and developed 65 Independent insurance agencies. Within 2-year period, increased workers compensation book in Utah from $3 million to $8 million in premium.
  

Managed a 64 employer health insurance trust (MEWA) with $5.5 million in premium

Managed a 41 employer workers compensation book of business with $1.3 million in premium

Increased workers compensation book of business from 9 accounts to 41

Increased health insurance trust from 55 to 64 accounts

Developed and oversaw marketing and promotional products division with annual sales exceeding $600,000