David Foote, Jr.
Geneva,OH
Summary
Goal-oriented manager with distinguished experience in commercial and personal lines insurance industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Performance-oriented Sales Leader offering exceptional record of achievement over 44-year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
40
40
years of professional experience
Work History
Insurance Sales Manager
Acrisure
01.2022 - 12.2023
- Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
- Adhered to legal requirements and agency and industry regulations in selling and servicing commercial and personal insurance policies.
- Built relationships with customers and community to establish long-term business growth.
Insurance Sales Manager
Bartlett Insurance Agency
09.2017 - 12.2021
- Conducted agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
Insurance Agency Principal/Owner
David W. Foote, Jr. Insurance Agency, Inc.
10.1983 - 08.2017
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Prepared annual budgets with controls to prevent overages.
- Consulted with customers to assess needs and propose optimal solutions.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Trained new employees on proper protocols and customer service standards.
Education
Some College (No Degree) - Insurance Management
The Ohio State University
Columbus, Ohio Skills
- Operating Procedures and Policies
- Risk Management
- Team Recruiting and Onboarding
- Budgeting and Expenditures
- Financial Statements
- Property and Casualty Products
- Interdepartmental Collaboration
- Contract Review and Analysis
- Large Account Management
- Risk Mitigation
- Commercial Insurance
Additional Information
Served on the Geneva Area City School Board from 2006 to 2015 having served as Board President for two different year. Also, have served on Ashtabula County Community Action Board, Ashtabula County Concerts of Prayer Board, ORCO Sportsman's Association Board and State of Ohio Leadership Board.
I served on the Geneva Area Chamber of Commerce having served as President with the longest tenure in history. Also, I was one of the founding members of the Ashtabula County Chambers of Commerce having served as President and developed their by-laws.
Timeline
Insurance Sales Manager
Acrisure
01.2022 - 12.2023
Insurance Sales Manager
Bartlett Insurance Agency
09.2017 - 12.2021
Insurance Agency Principal/Owner
David W. Foote, Jr. Insurance Agency, Inc.
10.1983 - 08.2017
Some College (No Degree) - Insurance Management
The Ohio State University