Jerry Smith
Winter Park
Summary
Dynamic insurance industry executive with 25 years of experience, successfully scaling a $30M portfolio to $1BN at First Insurance Funding. Specializes in relationship management and negotiation, fostering sales growth through strategic partnerships. Demonstrates a proven track record of resolving complex challenges while improving customer account retention and satisfaction across various agency networks. Aiming to leverage expertise in enhancing operational efficiency and driving future growth initiatives.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Vice President
Imperial PFS
Kansas City
06.2022 - Current
- Responsible for identifying, contacting, and qualifying prospective independent insurance agencies for partnership opportunities.
- Utilize the knowledge gained with my twenty-five years in the insurance industry to successfully build, manage, and service a variety of agencies from main street to large corporate entities.
- Leverage my relationships in the insurance industry in order to maximize the rapid sales growth necessary when building out a new opportunity.
Executive Vice President
FIRST Insurance Funding
Northbrook
02.2011 - 06.2022
- Responsible for the marketing and onboarding of potential insurance agency partners in the insurance premium finance industry.
- Responsible for developing unique sales and pricing strategies, customized to each insurance agency partner.
- Managed the ongoing relationship of each agency partner in order to maximize company revenue.
- Managed the ongoing relationship of each agency partner in order to maximize company revenue.
- Managed executive and staff-level personnel to ensure satisfaction with services, technology, and processes.
- Expanded $30M portfolio to $1BN over twelve years with First Insurance Funding.
President
Southern Premium Funding
Sarsota
08.2005 - 02.2011
- Owned and operated an insurance premium finance brokerage, representing eight different premium finance companies, marketing to independent insurance agencies.
- Responsible for managing all aspects of the company, including marketing, sales, sales management, company relationships, agency relationships, payroll, etc.
- Responsible for self-generating leads and sales.
Sales and MArketign Representative
Florida Association of Insurance Agencies
Tallahassee
09.1999 - 08.2005
- Responsible for contacting and meeting members of the FAIA in order to inform them of the Association's market access programs, insurance markets and products, premium finance program, and other industry-specific programs available to the FAIA members.
Education
Some College (No Degree) - Business
Florida State University
Tallahassee, FLSkills
- Effective Problem Resolution
- Effective Relationship Management
- Sales Presentation Skills
- Account Relationship Development
- Effective Negotiation Techniques
- Customer Account Retention
Certification
- 220 Licensed Property & Casualty
Timeline
Vice President
Imperial PFS
06.2022 - Current
Executive Vice President
FIRST Insurance Funding
02.2011 - 06.2022
President
Southern Premium Funding
08.2005 - 02.2011
Sales and MArketign Representative
Florida Association of Insurance Agencies
09.1999 - 08.2005
Some College (No Degree) - Business
Florida State University