JOSEPH HILES
Brecksville
Summary
Accomplished Senior Client Executive at OneDigital with a strong focus on relationship management and data-driven decision-making. Spearheaded strategic initiatives at Sigma II Insurance Agency, resulting in a significant increase in market share through innovative sales strategies. Demonstrated expertise in enhancing client satisfaction and retention. Excels in negotiating Renewals and Rate Locks.
Overview
28
28
years of professional experience
Work History
Senior Client Executive
OneDigital
11.2022 - Current
- Responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining a current Book of Business
- Worked closely and in partnership with the marketing service teams to effectively and strategically service and retain clients
- Developed strong relationships with clients to ensure high client satisfaction and annual retention goals
- Negotiated beneficial contracts, securing favorable terms for both parties involved
- Delivered customized presentations to showcase product offerings tailored to specific client needs
- Responded to customer requests, offering excellent support and tailored recommendations to address needs
Agency Owner
Allstate Insurance - Joseph R Hiles Agency
09.2020 - 10.2022
- Hired and managed employees to maximize productivity while training staff on best practices and protocols
Area Vice-President
Arthur J. Gallagher
05.2015 - 06.2020
- Identify, prospect, and close new business via referrals, networking sources, and Organic prospect meetings to meet quarterly and annual revenue goals
- Work closely and effectively with Marketing team to strategically nurture and cultivate prospects
- Implemented data-driven decision-making processes to optimize resource allocation and maximize profitability
Vice-President, Principle
Sigma II Insurance Agency
01.1997 - 12.2015
- Company Overview: Established a New Company focused on Employee Benefits
- Responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining a current Book of Business
- Worked with the Client Service Team teams to effectively and strategically service and retain clients
- Developed strong relationships with clients to ensure high client satisfaction and annual retention goals
- Negotiated beneficial contracts, securing favorable terms for both parties involved
- Delivered customized presentations to showcase product offerings tailored to specific client needs
- Responded to customer requests, offering excellent support and tailored recommendations to address needs
- Established a culture of continuous improvement, fostering innovation and driving Sustainable growth across the organization
- Established a New Company focused on Employee Benefits
Education
BBA - Insurance, Marketing
University of Cincinnati
Cincinnati, OH06.1985
High School Diploma - undefined
St. Francis DeSales
Columbus, OH06.1980
Skills
- Data-driven decision making
- Relationship management
- Remote work capabilities
- Complaint resolution
- Account management
- Multitasking
- Staff training
Timeline
Senior Client Executive
OneDigital
11.2022 - Current
Agency Owner
Allstate Insurance - Joseph R Hiles Agency
09.2020 - 10.2022
Area Vice-President
Arthur J. Gallagher
05.2015 - 06.2020
Vice-President, Principle
Sigma II Insurance Agency
01.1997 - 12.2015
High School Diploma - undefined
St. Francis DeSales
BBA - Insurance, Marketing
University of Cincinnati
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