David Carcy
Pittsburgh,Pennsylvania
Summary
Results-driven Employee Benefits Producer with extensive experience in insurance and financial services. Known for developing innovative benefit strategies, building long-term client relationships, and driving measurable growth in mid-market and nonprofit sectors. Combines consultative sales expertise with analytical forecasting, contract negotiation, and strategic relationship management to deliver cost-effective, high-impact results.
Experienced with executive leadership and strategic planning. Utilizes innovative approaches to drive business growth and operational excellence. Track record of effective team collaboration and achieving results.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Vice President Employee Benefits Producer
USI Insurance Services
06.2025 - Current
- Develops and manages employee benefit programs for mid-market employers.
- Leverage USI’s OMNI model and analytics tools to create data-driven cost-containment and funding strategies.
- Build and maintain referral networks with COIs across finance, legal, and HR sectors to grow market reach.
- Collaborate with regional leaders and national practice resources to enhance client outcomes and retention.
- Engage in strategic prospecting within a 100-mile radius of Pittsburgh, targeting firms with $40M–$1B in revenue.
- Developed strategic initiatives to enhance client retention and satisfaction.
- Developed strategic initiatives to enhance client retention and satisfaction.
Vice President, Insurance Sales Executive Sr.
Huntington Insurance Agency
01.2016 - 06.2025
- Manage a portfolio valued at $800,000.
- Fostered profitable connections with clients to enhance revenue streams.
- You can use team collaborations to boost your customer portfolio through insurance sales.
- Secured higher yearly revenue figures by expanding the client base.
- Directed cross-functional teams to implement innovative solutions addressing market challenges.
- Fostered a culture of collaboration, promoting knowledge sharing among senior leadership.
- Cultivated relationships with key stakeholders to strengthen partnership opportunities and resource allocation.
Vice President, Private Banking Sr. Relationship Manager III
Huntington National Bank
01.2012 - 01.2015
- Developed strategic approaches for acquiring and managing wealthy clientele.
- Enhanced profit margins across managed accounts.
- Achieved top-10 ranking across seven states by cross-selling financial products to a portfolio of 224 commercial clients.
- Developed and implemented comprehensive operational strategies to optimize resource allocation and increase efficiency.
- Spearheaded organizational change initiatives, aligning workforce capabilities with evolving business objectives and goals.
Vice President, Business Banking Sr. Relationship
Huntington National Bank
07.2010 - 01.2011
- Exceeded sales goals through upselling and cross-selling within the existing client base as well as strategically attracting new business.
- Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
- Drove revenue by cultivating successful client relations.
- Developed and implemented performance metrics to evaluate departmental success and alignment with corporate goals.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Skills
- Insurance product knowledge
Certification
Variable Life, Health, Accident, and P&C
Timeline
Vice President Employee Benefits Producer
USI Insurance Services
06.2025 - Current
Vice President, Insurance Sales Executive Sr.
Huntington Insurance Agency
01.2016 - 06.2025
Vice President, Private Banking Sr. Relationship Manager III
Huntington National Bank
01.2012 - 01.2015
Vice President, Business Banking Sr. Relationship
Huntington National Bank
07.2010 - 01.2011