Summary
Overview
Work History
Education
Skills
Timeline
Generic

JULIE K. STANFORD

GRIMES,IA

Summary

Results-oriented insurance professional eager to utilize over 20 years of commerical lines insurance experience to add value in a new role. Engages others with strategic approaches and builds trust and loyalty to drive results.

Overview

22
22
years of professional experience

Work History

Sr Territory Manager, Middle Market

Nationwide Insurance
Des Moines, IA
08.2019 - 06.2022
  • Managed relationships with 5 agencies in $9mil territory by driving plans to achieve desired business results
  • Conducted regular stewardship meeting with Nationwide Insureds
  • Exceeded new business goal by issuing $4.3m of premium in role
  • Served on Agile team to help improve quality issues in processing
  • 2021 Mountain Plains Region Top Performer/Contributor

Middle Market Comm'l Lines Manager

Nationwide Insurance
Des Moines, IA
06.2018 - 08.2019
  • Lead 6 tenured Middle Market underwriting associates in MI and IA
  • Responsible for profit, growth & risk quality execution on two platforms totaling $42mil DWP
  • Member of Process Excellence Committee
  • Collaborated with internal business units to achieve state goals

Middle Market Underwriting Consultant

Nationwide Insurance
Des Moines, IA
03.2015 - 06.2018
  • Underwrote SE MI territory - 159 accounts, $8 mil in DWP; issued $1m+ new business
  • Hired & Supervised Middle Market interns for 3 summers
  • Led VIA committee for Middle Market by organizing engaging events

Territory Manager

Liberty Mutual Insurance
Des Moines, IA
08.2012 - 03.2015
  • Developed and executed strategic operational plans for territory to achieve milestones in growth, profit, opportunities, rate, and retention in territory
  • Managed 31 agency relationships equaling about $10mil in premium & growing at 20%
  • Conducted service capabilities presentations with policyholders and agents

Commercial Underwriting Specialist

Nationwide Insurance
Des Moines, IA
06.2010 - 08.2012
  • Implemented growth plan for Wells Fargo call center unit; nominated for 2011 CEO award
  • Co-Coordinator of Drake Mentorship Program; interviewed, selected students for program
  • Selected for build out of Mid-Market team to service large key agency partners

Territory Sales Manager

Allied Insurance
Alexandria, VA
10.2007 - 06.2010
  • Accountable for profit and growth results in 50 agencies, 3 state territory.
  • Appointed 26+ new agencies in emerging territory.
  • Presented agency reviews semi-annually to executive management.

Field Commercial Lines Underwriter

Allied Insurance
Alexandria, VA
10.2006 - 10.2007
  • Exceeded yearly production goal of $1.5 million; finished year top 5 underwriters in region

Senior Commercial Lines Underwriter

Allied Insurance
Des Moines, IA
01.2005 - 10.2006
  • Underwrote $9.5 million book of business for agencies in Iowa
  • Served as a 2006 dedicated regional auditor on the Risk Quality auditing team

Assistant Commercial Lines Underwriter

EMC Insurance Companies
Des Moines, IA
01.2002 - 01.2005
  • Created service to agents providing them with a quick quoting process

Director of Middle Market

Natiownide
Des Moines
06.2022 - Current
  • Leading team of 6 Territory Managers responsible for $55mil in DWP across the states of CO, KS, MO, and NE.
  • Managing key performance indicators to facilitate profitable business operations.
  • Guiding and motivating team to drive high performance.

Education

BBA - Finance

University of Iowa
Iowa City
05.2001

Skills

  • Customer Relationship Management
  • Pipeline Development
  • Team Collaboration and Leadership
  • Detail-Oriented
  • Strong Business Acumen
  • Key Accounts and Territory Management

Timeline

Director of Middle Market

Natiownide
06.2022 - Current

Sr Territory Manager, Middle Market

Nationwide Insurance
08.2019 - 06.2022

Middle Market Comm'l Lines Manager

Nationwide Insurance
06.2018 - 08.2019

Middle Market Underwriting Consultant

Nationwide Insurance
03.2015 - 06.2018

Territory Manager

Liberty Mutual Insurance
08.2012 - 03.2015

Commercial Underwriting Specialist

Nationwide Insurance
06.2010 - 08.2012

Territory Sales Manager

Allied Insurance
10.2007 - 06.2010

Field Commercial Lines Underwriter

Allied Insurance
10.2006 - 10.2007

Senior Commercial Lines Underwriter

Allied Insurance
01.2005 - 10.2006

Assistant Commercial Lines Underwriter

EMC Insurance Companies
01.2002 - 01.2005

BBA - Finance

University of Iowa
JULIE K. STANFORD