Qualified Marketing Manager with 25 year proven track record of success in the high net worth space. Demonstrated ability to lead and train teams of all sizes. Adept at leveraging personal experience and market access along with producer and client insights to optimize and drive sales.
Responsible for intake, analysis, design and placement of high net worth accounts. Delivered complete client satisfaction which routinely lead to high net worth client referrals. Exceeded pre-set performance goals and was recognized as the top Marketing Representative for the NY Region. Established excellent rapport and trust amongst a large group of high net worth partners and producers.
Responsible for structuring newly established NY Marketing Department, servicing over 26 Acrisure Agency Partners. Supervised and trained preliminary Marketing team while coordinating roll out of newly developed process and workflows to over 100 sales producers.
Responsible for all aspects of supervision and management of agency's Marketing Department. Developed all workflows and procedures. Trained all new Marketing Representatives in workflows, carrier coverage, account design and placement. Worked directly with partners and producers to establish best practices and constantly exceeded sales goals.
Partner in charge of operations and sales for a busy light commercial truck sales and service facility with annual revenue in excess of $3,000,000.
Department head in charge of internal sales & operations of entire Personal Lines Division. Supervised a team of 12 account executives, marketing representatives and assistants. Directly responsible for the assimilation of 6 agency acquisitions, ensuring a smooth transition for staff, clients and carriers. Directly responsible to coordinate with carrier representatives and ensure that agency and carrier production, retention and loss ratio goals were always met.
Responsible for internal lead generation by cross selling to existing agency clientele and generation of new leads through design and implementation of external marketing programs. Constantly exceeded company's sales goals and was recognized as a top producer for the agency.