Summary
Overview
Work History
Education
Skills
Qualifications Summary
Earliercareer
License
Timeline
Generic

Jeffrey Greene

Nashville,Tennessee

Summary

Accomplished, goal-focused, and versatile professional with a robust background in managing all aspects of property and casualty insurance operations. Expertise includes franchising and state sales, production, call center management, mergers and acquisitions, product management, workflow design, and task allocation. Proven track record in developing and executing strategic plans that enhance business efficiency and productivity while adeptly navigating operational challenges through exceptional problem-solving skills. Recognized for effective leadership in mentoring cross-functional teams to meet objectives and fostering long-term relationships with professionals at all levels through outstanding communication and interpersonal abilities.

Overview

18
18
years of professional experience

Work History

President

BLT Advisors LLC
03.2022 - Current
  • Advise private equity firms on potential acquisitions within the insurance sector
  • Analyze the insurance market and identify potential acquisition targets that align with the investment criteria and objectives of private equity clients
  • Perform due diligence on potential acquisition targets to assess their financial health, operational efficiency, regulatory compliance, and growth potential

Vice President, Specialty Insurance Division

Summit Risk Advisors LLC
03.2020 - 02.2022
  • Provide direct oversight of the operations of the Rainbow Insurance Call Center in Margate, Florida
  • Oversaw Service, and the Underwriting departments in Margate, Florida, as well as multiple retail offices across Florida and California
  • Took charge of directing and strategizing customer relationship-building and lead-generation activities
  • Broadened company brand awareness by actively participating in trade shows and client meetings and cultivating relationships with prospects and partners
  • Established performance goals for the department while coordinating feedback on methods to attain those milestones
  • Worked closely with customers to identify and address problems promptly
  • Career Highlight: Devised a propriety CRM system in collaboration with developers, increasing call center revenue from $4M to $6.5M within nine months

Vice President, Florida

Freeway Insurance Services LLC
10.2011 - 11.2018
  • Company Overview: (Confie Insurance Group Holdings, Inc.)
  • Expertly identified and hired several private equity groups to manage acquisition platforms
  • Seek areas of improvement within the company, executed streamlining of business process flows, closed nineteen agency acquisitions
  • Managed and maintained all projects within time and budget constraints to drive performance improvement
  • Rendered direct oversight to daily operations of a multimillion-dollar company and to fifty and casualty (P&C) agencies with more than 100 employees to increase productivity while coaching staff on best practices and protocols
  • Effectively led cross-functional initiatives toward the fulfillment of business goals for bottom-line profits
  • Career Highlights: Strategically reduced regulatory risk by observing strict compliance with insurance and safety regulations; Teamed up with Sales and Marketing departments, which maximized revenue growth from $2M in 2011 to $15M in 2018; generated profit from $0 to $5.6M; and boosted productivity through data analysis in 2018
  • Lessened financial discrepancies through keen monitoring of budget and payroll operations
  • Succeeded in exceeding goals through in-depth analysis of development strategy effectiveness and creation of alternative approaches
  • (Confie Insurance Group Holdings, Inc.)

Vice President Operations | Director of Franchising

FedUSA–Amigo International Insurance Services Inc.
08.2007 - 10.2011
  • Offered practical support to franchise partners in achieving or surpassing growth and development targets through internal support process management
  • Demonstrated industry expertise in developing and implementing the following systems and initiatives: Effective organizational systems for reports, agendas, contracts, and records; New revenue streams through ancillary products; New and effective policies, regulations, and standards; Innovative programs to enhance employee loyalty and minimize turnover; and Key performance indicators (KPI) to track, compute, and evaluate the effectiveness of insurance operations and employee productivity
  • Determined and resolved complex issues which negatively affected business operations
  • Managed marketing campaigns and drove membership acquisition and business development efforts to expand brand awareness
  • Headed the execution of new enterprise software solutions for sales reporting and all corporate communications to improve information-sharing initiatives
  • Spearheaded complex projects, program initiatives, and technological integrations
  • Fulfilled various human resources tasks that included recruiting and mentoring several internal candidates for potential management positions, evaluating teams, and developing opportunities for improvement
  • Communicated with support teams to address issues with product, service, or accounting areas and with local organizations and community groups to assist community outreach campaigns
  • Career Highlights: Played a vital role in maximizing operational efficiency through staff development and business planning; Drafted and presented daily operational and sales reports while pursuing leads, which generated new clients and franchisees and identified improvement areas; Boosted revenue streams by dealing with cost reduction, schedule management, and variance and risk analysis toward corrective action application

Education

Coursework - Sales and Marketing

Palm Beach Community College
Lake Worth, FL

Skills

  • Revenue growth strategies
  • Data collection and analysis
  • Budget management
  • Systems implementation expertise
  • Regulatory oversight
  • Operational turnaround leadership
  • Strategic business development
  • Policy development
  • Offshore and onshore operations oversight
  • Franchise development and support
  • Implementation of strategic plans
  • Effective team leadership
  • Building effective teams

Qualifications Summary

An accomplished, goal-focused, and versatile professional with experience overseeing all facets of property and casualty insurance operations encompassing franchising/ state sales, production, call center operations, mergers and acquisition, product management, and workflow design and task allocation. Adept at developing and implementing strategic plans and programs to streamline business efficiency and productivity. Equipped with outstanding problem-solving abilities in addressing operational problems and negotiating skills in persuading and securing new leads, keynoted as an effective leader, able to successfully manage and mentor cross-functional teams to attain established objectives and armed with exceptional communication and interpersonal aptitudes in cultivating long-term working relationships with professionals at all levels.

Earliercareer

  • Affirmative Insurance Holdings, Chicago, IL, Florida State Sales | Operations Management
  • Fed USA Insurance & Financial Services, Inc., Lake Worth, FL, Owner

License

  • Life, Health, and Property and Casualty License, Tennessee, 02/28/26
  • Tennessee Real Estate Affiliate Broker License

Timeline

President

BLT Advisors LLC
03.2022 - Current

Vice President, Specialty Insurance Division

Summit Risk Advisors LLC
03.2020 - 02.2022

Vice President, Florida

Freeway Insurance Services LLC
10.2011 - 11.2018

Vice President Operations | Director of Franchising

FedUSA–Amigo International Insurance Services Inc.
08.2007 - 10.2011

Coursework - Sales and Marketing

Palm Beach Community College

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