Summary
Overview
Work History
Education
Skills
Additional Experience
Timeline
Generic

Carl Sauerman

Savannah,GA

Summary

Dynamic Vice President at Risk Strategies with a proven track record in strategic planning and team leadership. Achieved 157% of revenue targets while enhancing client satisfaction by streamlining processes. Expert in high-net-worth client strategy, fostering strong carrier relations, and driving operational optimization for sustained growth.

Overview

4
4
years of professional experience

Work History

Vice President

Risk Strategies
Miami, FL
02.2023 - Current
  • Awarded Top Atlantic Region PCS Producer with $257K in first-year revenue (157% above target).
  • Successfully onboarded and coached 7 new producers; 6 exceeded annual sales goals.
  • Developed SOPs to streamline sales processes, improving turnaround time by 20%+ and achieving 97% client satisfaction.
  • Managed regional partnerships with 5 key carriers, increasing baseline revenue by over 12%.

Risk Advisor

Hagerty
Traverse City, MI
03.2022 - 02.2023
  • Prospected and converted over 20 new clients monthly, generating an average $8,000 in revenue per client.
  • Built strategic relationships with high-net-worth insurance agents, generating over 700K in new revenue.
  • Surpassed Private Client sales goals for 7 consecutive quarters.
  • Led cross-functional initiatives that reduced operational turnaround time by 15% and improved client satisfaction by 25%.

Relationship Manager

Hagerty
Traverse City, MI
04.2021 - 03.2022
  • Created and launched a territory manager course with a 100% pass rate, elevating field team effectiveness.
  • Maintained a 98% client retention rate through reliable, high-quality service.
  • Processed over 1,500 underwriting endorsement requests with a 99% audit compliance score.
  • Partnered with Territory Managers to lead 'Project Refresh,' boosting revenue by 20%+.

Education

66 Semester Hours -

American Council on Education (ACE)

Skills

  • Strategic Planning
  • Sales & Revenue Growth
  • Operational Optimization
  • Carrier Relations
  • High-Net-Worth Client Strategy
  • Team Leadership & Development
  • Process Improvement
  • Client Retention

Additional Experience

  • United States Army
    Senior Manager (Platoon Sergeant) Fort Drum, NY Mar 2016 – Dec 2019
    Mid - Level Manager (Squad Leader) Fort Stewart, GA May 2013 – Mar 2016

Timeline

Vice President

Risk Strategies
02.2023 - Current

Risk Advisor

Hagerty
03.2022 - 02.2023

Relationship Manager

Hagerty
04.2021 - 03.2022

66 Semester Hours -

American Council on Education (ACE)

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