Jerry Magee

• Responsible for leading and managing the Gulf South Sales Production Team representing 140 Insurance Producers over a 5 State footprint and over $270M in revenue
• Responsible for Top Line Revenue Growth through the development and execution of sales strategies across the three primary lines of business - Commercial Lines, Employee Benefits and Personal Lines (High Net Worth)
• Developed cross-regional Producer forums to share strategies, best practices, market insights and experience to better foster team work across all business segments
• Responsible for identifying and developing cross-sell opportunities across the Region to grow and retain revenue
• Responsible for establishing and managing Team goals consistent with financial metrics and expectations of Region and Organization
• Responsible for working collaboratively across the Organization to identify internal resources, capabilities and partnerships to further contribute to the Company's growth and profit
• Responsible for managing, refining and reporting all pipeline activities entered into CRM
• As part of the Region's EMT, to work collaboratively with other Leaders to ensure alignment of key objectives and financial metrics

Key Highlights 2024

• Achieved $28M in new business revenue in 2024 16% increase YOY
• Achieved 8.6% Organic Growth and 42.2% Margin
• Achieved 9.6% Recurring Net New
• 94% Book of Business Retention Rate
• Five $Million Dollar Producers
• Twenty Six Producers qualifying for Corporate Recognition

Key Highlights 2025

• Through Q3 over $24M new business revenue
• Organic Growth 7.4%
• Recurring Net New 7.2%
• 93% Book of Business Retention Rate
• Three $Million Dollar Producers YTD
• Nineteen Producers qualifying for Corporate Recognition YTD
• Three 2025 hires cumulatively producing $1.7M new business revenue

As part of the Hub South Leadership Team:

• Responsible for the growth, training, development and results of over (50) Sales Producers across Hub South
• Experience levels from beginners to those with Books of Business over $2M in revenue
• Provided Coaching, Developing and Mentoring
• Provide Executive Coaching to Regional Presidents
• Work closely with Regional Presidents and CSOs to align behaviors, skills and activities with Regional goals and financial metrics
• Responsible for developing sales training, specific sales plans and processes for all unvalidated producers
• Developed sales strategies for prospecting, facilitating prospect meetings, handling indifference, managing objections, soliciting Broker of Record Letters and closing to win
• Worked directly with Regional Presidents facilitating producer reviews and action plans for improvement

Highlights

• Sales Producers assigned produced $6.7M in new business revneue in 2021
• Sales Producers assigned produced $7.1M in 2022
• Sales Producers assigned producer $7.35 in 2024
• Twelve Sales Producers qualified for Corporate Recognition program
• Twenty Three qualified for state-specific Recognition awards
• 90% success rate for receiving Producer validation

• Responsible for the management, top line growth, profitability and overall production of the National Agencies/Brokers assigned representing approximately $450M premium
• Responsible for leading, coordinating, and engaging with AmTrust Regional Leadership and strategic internal stakeholders to ensure production goals are achieved consistent with Company financial objectives
• Exceeded year over year production targets contributing to overall sustainability and profitability of the AmTrust organization
• Planned, coordinated and executed monthly production calls with Agency Executive Teams and key external stakeholders in alignment with Company objectives, monitoring progress toward production goal and profitability targets
• Responsible for managing and facilitating Annual Agency production goals and planning, attendance at Agency Executive meetings, commission negotiation and profit sharing

• Responsible for the management, top line growth, profitability and overall production of the National PEO Agencies within AmTrust distribution representing approximately $200M in premium
• Planned, initiated and executed Sales meetings with distribution partners, policyholders and prospects establishing production and service expectations consistent with Company objectives and capabilities
• Responsible for planning and facilitating Agency reviews with strategic internal stakeholders to ensure timely alignment of goals and performance assessment identifying opportunities to initiate corrective action when appropriate
• Responsible for the identification and analysis of prospective new Agency appointments to this business segment evaluating programmatic fit with the Company and impact to existing internal resources
• As a Market Leader in the PEO space, responsible for attendance, participation and Speaking opportunities at strategic Industry events such as Leadership Council Forums, State Meetings and National Conferences

• Responsible for development and execution of sales strategies across fully-insured and self-insured business segments achieving unprecedented success and results for the Company
• As part of Senior Leadership Team, directed, identified and achieved administrative cost-savings through operational efficiencies, resource allocation and product development
• Adept at leveraging the development and potential in people to increase overall productivity and fulfillment of team members
• Fully-insured business exceeded plan by 31% in 2011 with each individual territory exceeding annual goal contributing to top line growth and Company loss ratio targeted goals
• Fully-insured business exceeded plan by 80% in 2012 with each individual territory exceeding annual goal achieving over $20M in sales for first time in Company history
• Developed and communicated referral and incentive program for BCBSFL Health Sales
• Achieved retention rates of 87 and 89% respectively while achieving loss ratios consistently in the 40s
• Exceeded Sales plan by 60% in 2013 and achieved over $30M in sales in 2014 again setting a new Company milestone
• Partnered with Senior Executive Leadership to lead and manage AM Best preparation and presentations
• Partnered with Senior Executive Leadership to report results and key metrics to BCBSFL Leadership
• Partnered with Senior Executive leadership to prepare and present Company results and financials during multiple NDAs as the Parent Company prepared to sell the business

Zenith Insurance Company is a national mono-line workers compensation company specializing in the delivery of value-added services to its policyholders and is now a subsidiary of Fairfax Holdings.

• Produced and developed book of business in excess of $800,00 million in revenue
• Achieved 128% of forecast in 2001, 131% in 2002 and 125% in 2004
• Achieved 92% client retention rate
• Exceeded incentive plan goals with the following insurance companies: The Hartford, Zurich, Safeco and Florida Hospitality Mutual

ManagedComp was a national TPA/MGA providing claims management, loss control services, medical management and risk financing alternatives.