Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jim Geisler

POWELL,Ohio

Summary

With over 20 years of experience in the property and casualty insurance industry, I am a sales operations manager at Grange Insurance, a leading regional insurer with a strong reputation and a loyal customer base. I lead a team responsible for sales projects, agency segmentation, agency compensation and benefits, agency licensing and contracts, and CRM implementation and enhancements. I champion change and a culture of continuous improvement in the sales and marketing department, aligning our strategies and processes with the company's vision and goals. As a sales operations manager, I leverage my exceptional leadership and project management skills to effectively plan, coordinate, and meet deadlines of multiple tasks. I am an effective coach and trainer, with the ability to motivate and organize teams, and to influence others without authority. I am also a team player, who works well with others to achieve a common goal. I have earned the Chartered Property Casualty Underwriter (CPCU) and the Certified Insurance Counselor (CIC) credentials, demonstrating my in-depth knowledge and expertise in the insurance field. I am passionate about delivering excellence and value to our customers, agents, and stakeholders, and I am always looking for new ways to grow and improve.


Overview

22
22
years of professional experience
1
1
Certification

Work History

Sales Operations Manager

Grange Insurance
01.2018 - Current
  • Leads a team responsible for sales projects, agency segmentation, agency compensation and benefits, agency licensing & contracts, vendor management, and CRM implementation and enhancements
  • Champions change and a culture of continuous improvement in the Sales & Marketing department
  • Provides strategic oversight for process optimization and management
  • Delivers actionable recommendations for both current and future technology initiatives
  • Ensures achievement of key performance indicators, including quality assurance, and customer satisfaction
  • Leads operational transformations by implementing technological advancements, automation, robotics, and best practices, in collaboration with IT teams

Inside Territory Sales Supervisor

Grange Insurance
08.2016 - 01.2018
  • Managed all aspects of sales, marketing, agency training and agency management to exceed growth and profit objectives in a nine-state region
  • Provided guidance and coaching to seven Territory Sales Managers on training, schedules, technology and product knowledge, agency assignments, and tracking and monitoring tools
  • Managed, trained, motivated, and developed direct reports to attain their maximum performance potential
  • Team sales call activity increased by 56% in the first twelve months

Territory Sales Manager Team Lead

Grange Insurance
03.2007 - 08.2016
  • Managed the production, profitability, and relationships of all agencies in territory with $177 million in written premium
  • Promoted to Team Lead of the Inside Sales Team in 2012 and appointed to Sales Team Council in 2015
  • Acted as the Inside Sales Team business expert, setting expectations for service levels, supervising daily workloads, and identifying team efficiency opportunities

Senior Underwriter

Grange Insurance
02.2005 - 03.2007

Senior Loss Control Representative

Grange Insurance
12.2002 - 02.2005

Education

Bachelor of Business Administration - Management Information Systems and Finance

Ohio University
Athens, OH
01.2002

Skills

  • Sales process optimization
  • Performance monitoring
  • Multitasking and organization
  • Conflict resolution
  • Coaching and mentoring
  • Quality assurance
  • Operations
  • Strategic planning
  • Pipeline management
  • Sales closing
  • Training proficiency
  • Customer focus

Certification

  • Six Sigma Green Belt Certification
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Insurance Counselor (CIC)
  • Property & Casualty License
  • Life & Variable Annuities License

Timeline

Sales Operations Manager

Grange Insurance
01.2018 - Current

Inside Territory Sales Supervisor

Grange Insurance
08.2016 - 01.2018

Territory Sales Manager Team Lead

Grange Insurance
03.2007 - 08.2016

Senior Underwriter

Grange Insurance
02.2005 - 03.2007

Senior Loss Control Representative

Grange Insurance
12.2002 - 02.2005
  • Six Sigma Green Belt Certification
  • Chartered Property Casualty Underwriter (CPCU)
  • Certified Insurance Counselor (CIC)
  • Property & Casualty License
  • Life & Variable Annuities License

Bachelor of Business Administration - Management Information Systems and Finance

Ohio University
Jim Geisler