Summary
Overview
Work History
Education
Skills
Timeline
Awards
Generic

Colin Conner

Montverde,FL

Summary

Dynamic Founder with extensive experience in securing investor funding and driving customer acquisition. Proven track record in fostering company growth through strong leadership and strategic planning. Expertise in navigating complex business landscapes to achieve both short-term and long-term objectives.

Overview

24
24
years of professional experience

Work History

Founder

Global Secured
Orlando, FL
06.2017 - Current
  • Implemented scalable processes and systems to support business operations and facilitate efficient growth.
  • Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging industry trends.
  • Leveraged trends in customer industries and marketplaces to shape solutions and approaches.
  • Developed and executed strategies for scaling the business domestically and internationally.
  • Provided leadership support during times of organizational change or uncertainty.
  • Maintained up-to-date knowledge of relevant laws, regulations, best practices and industry developments.
  • Evaluated new technologies for potential application in the organization's processes.
  • Designed and launched innovative products and services, ensuring they meet market needs and customer satisfaction.
  • Managed day-to-day activities across multiple departments within the organization.
  • Monitored performance metrics to ensure quality standards were maintained.
  • Optimized supply chain to reduce materials costs and improve distribution.
  • Managed company finances, including budgeting, forecasting, and financial reporting to stakeholders.
  • Recruited, hired and trained staff members to ensure that operational goals were met.
  • Identified potential partnerships to expand the reach of the business.
  • Led strategic planning and execution to enhance profitability and company growth.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.

President / Managing Director

EBITA Group
Orlando, FL
01.2009 - 06.2017
  • Optimizing performance in today’s complex business climate utilizing a holistic approach
  • Helping clients integrate people, processes and technology to improve business process efficiency, introduce innovative programs and define new strategies for growth
  • Specific focus on BPO both on-shore and near-shore with specialized focus on insurance products and customer acquisition
  • Work with business leaders to identify the root cause of their business problem
  • After identification work directly with the companies instructional designers to develop, launch, manage and assess the training solution
  • Ensuring to work with all business owners and having them understand that the training solution is only a stepping stone in evolving performance
  • Helping business identify and ensure High Performing Organizations regardless if Acquisition, Service or Retention are the prime initiatives

Director of Sales and Operations Health Care Exchange

Connextions a Division of Optum Health
01.2011 - 01.2012
  • Responsible for ensuring overall operational excellence and superior service in support of the Business and Operations strategy
  • Also responsible to ensure talent development and management across multi-sites and implement succession strategies
  • Have an active role in strategic and business planning across Business Exchange Insurance Operations
  • Strategic and tactical business planning, people and resource management, customer service, operations and budget management responsibilities across 3 sites
  • Provide strategic oversight for Operations supporting the Specialized Exchange Distribution businesses, ensuring a deep understanding and responsiveness to customer and stakeholder needs
  • Provide leadership toward the achievement and attainment of consistently higher efficiency and quality results
  • Provide leadership and stewardship to shape the customer experience within the Exchange to drive results
  • Provide executive oversight of agent and customer satisfaction and ensure delivery of superior agent and customer experience
  • Create a high performing culture driven by individuals with diverse experiences, thoughts, and backgrounds
  • Commitment to and outcomes of a robust talent development and management focus and process
  • Ensuring compliance with all regulatory requirements
  • Providing exemplary leadership to support profit, growth and expense management goals
  • Responsible for Carrier partner relationships for both individual and Medicare to include part D business and responsible for cultivating and bringing new relationships to the Health Insurance Exchange

Chief Executive Officer / Managing Director

Health Care Advocates
Knoxville, TN
01.2009 - 01.2011
  • Develop strategic plan to advance the company's mission and objectives and to promote revenue, profitability and growth as an organization
  • Oversee company operations to insure production efficiency, quality, service, and cost-effective management of resources
  • Plan, develop, and implement strategies for generating resources and/or revenues for the company
  • Identify acquisition and merger opportunities and direct implementation activities
  • Approve company operational procedures, policies, and standards
  • Develop and maintain productive and positive relationships with distribution partners
  • Review activity reports and financial statements to determine progress and status in attaining objectives and revise objectives and plans in accordance with current conditions
  • Evaluate performance of agents for compliance with established policies and objectives of the company and contributions in attaining objectives
  • Hired and trained a group of insurance brokers to sell to small business and individuals
  • Represent the company at legislative sessions, committee meetings, and at formal functions
  • Optimized the application process from average of 11-15 days to 3.5 days

Director of North American Sales and Operations

Global Futures and Forex
01.2008 - 01.2009
  • Responsible for business planning, hiring, training, managing and setting up and leading GFT’s retail sales offices in the United States
  • Helped to architect and drive the strategic business plan that positioned GFT as a world leader in FX and CFD trading
  • Designed a sales strategy and support system that led to GFT’s explosive revenue generation and business growth
  • Relative to my competition we had some of the highest profit margins and lowest costs in the industry
  • Identified strategic opportunities and provided direction based on knowledge of competitive strategy and understanding of brand needs
  • Defined best practices and applied them to strategies
  • Served as senior sales leader in establishing and maximizing GFT’s business with retail account holders

Vice President of Insurance Sales

HSBC Group North America
San Francisco, CA
01.2005 - 01.2007
  • Responsible for the revenue growth of my specific market within the division of the Consumer Bank, comprised of numerous branches and their leaders consisting of VP’s of Mortgage Sales and Operations, Branch Managers and their associates
  • Accountable for the market's overall sales, service, operations and associate performance results
  • Strategically managed and coached VP's and branch managers to deliver balanced performance surrounding sales, service and operations throughout my market
  • Created business plans and action plans to drive profitability and deliver against goals; used relevant factual data to drive accountability; develop and implement market share growth strategies; manage salary and expense budgets; oversee policy and strategy implementation for the market; prioritize and communicate key initiatives; ensured operational excellence
  • Continuously recruited and developed world-class, diverse, talent at all levels of the organization
  • Developed retention and growth strategies that resulted in higher retention rates and associate satisfaction within the market
  • Developed relationships with key partners in marketing, customer service, fulfillment, associate readiness, finance and human resources

Vice President of Insurance Sales and Operations

HSBC Insurance Group North America
Bridgewater, NJ
01.2001 - 01.2005
  • Drive the sales and operational execution of HSBC's business strategy by acting as liaison, developing agent relationships, transferring knowledge and selling skills and working collaboratively with key stakeholders to ensure all sales agents can contribute at optimal levels
  • Formulate and implement strategies that will help sales agents meet market goals and production requirements with a suite of traditional insurance products
  • Develop relationships with field sales agents, external brokers and consultants, producing qualified sales opportunities, additional carrier partners
  • Demonstrate and teach selling techniques and business operation skills to achieve profitability and meet sales goals
  • Deliver proper training to sales agents in the area of product knowledge and prospecting for a suite of individual life, health, and fixed financial products
  • Build and sustain productive long-term relationships with distribution partners and agencies to ensure successful business outcomes

1st VP of Sales and Operations

Bank of America / Countrywide FSL
Chicago, IL
01.2007
  • Directed and maintained overall efficiency in call center lending operations of a country-wide full spectrum division
  • Streamlined loan production and servicing, also established loan objectives and goals including service levels and compliance metrics
  • Ensured that the organization maintains competitive rates based on thorough analysis of market trends
  • Designed a delivery and support system that meet the needs of internal and external clients
  • Developed a world-class member service group that efficiently balanced risks within the portfolio and participated on the Asset Liability Committee
  • Prompted organizational growth lease negotiations of new call center and staffed to 175+ employees with $33MM monthly originations
  • Notably increased originations from $60MM to $150MM through proficient leadership in simultaneous business development strategies
  • Turned around underperforming territory from a $2M-revenue deficit into $25M profit
  • Initiated innovative new training initiatives that tripled sales and operational performance within six months
  • Ultimately helped architect the decisions regarding downsizing the call centers due to the acquisition by Bank of America

Education

HSBC Next Generation Development Program -

01.2007

Certificate Program in Senior Management Development Program -

University of North Carolina, Kennan Flagler School of Business
Chapel Hill, NC
01.2000

Skills

  • Sales Management
  • Revenue Optimization
  • Consultative Selling
  • Solution Selling
  • Customer Service
  • Customer Relations
  • Market Research
  • Market Analysis
  • Team Development
  • Strategic Planning
  • Execution
  • Multi-unit Management
  • Remote Management
  • Profit and Loss Management
  • Leadership
  • Training
  • Motivation
  • Product Launch
  • Consulting
  • Revenue development
  • Negotiation
  • Business planning
  • Team leadership
  • Business administration
  • Recruitment and hiring
  • Contract negotiation
  • Trends analysis
  • Staff management
  • Contract management
  • Performance assessments
  • Client engagement
  • Process improvements
  • Feasibility studies
  • Innovation management
  • Marketing
  • Investor relations
  • Board reporting
  • Entrepreneurial and innovative
  • Legal compliance
  • Talent acquisition
  • Policies and procedures development
  • Goal setting
  • Succession planning
  • Team building
  • Organizational structuring
  • Team engagement
  • Cash flow management
  • Entrepreneurial leadership
  • Operations management

Timeline

Founder

Global Secured
06.2017 - Current

Director of Sales and Operations Health Care Exchange

Connextions a Division of Optum Health
01.2011 - 01.2012

President / Managing Director

EBITA Group
01.2009 - 06.2017

Chief Executive Officer / Managing Director

Health Care Advocates
01.2009 - 01.2011

Director of North American Sales and Operations

Global Futures and Forex
01.2008 - 01.2009

1st VP of Sales and Operations

Bank of America / Countrywide FSL
01.2007

Vice President of Insurance Sales

HSBC Group North America
01.2005 - 01.2007

Vice President of Insurance Sales and Operations

HSBC Insurance Group North America
01.2001 - 01.2005

HSBC Next Generation Development Program -

Certificate Program in Senior Management Development Program -

University of North Carolina, Kennan Flagler School of Business

Awards

  • Highly coveted Annual Leadership Circle Performance Award, 2006
  • VP of Sales, Manager of the Year Award, 2005-2006
  • Numerous Presidents Council Awards
  • Talent Development Awards

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Colin Conner