Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Kasey S. Jackson

Kasey S. Jackson

Chicago,IL

Summary

Dynamic executive with a proven track record in strategic leadership, team collaboration, and operational excellence. Expertise in driving growth initiatives, optimizing processes, and cultivating high-performing teams that consistently exceed expectations. Recognized for adaptability and exceptional problem-solving abilities, coupled with a steadfast commitment to achieving organizational objectives. Proficient in strategic planning, financial management, and fostering strong stakeholder relationships to enhance overall business performance.

Overview

34
34
years of professional experience
6
6

Certifications

Work History

EXECUTIVE VICE PRESIDENT-AFFINITY PROGRAMS

HUB INTERNATIONAL MIDWEST LIMITED
03.2015 - Current
  • Responsible for P&L performance of $27,000,000 operating budget, consistently meeting annual financial KPI's.
  • Ensure department meets growth and EBIDTA factors.
  • Responsible for executing an integrated approach to sales, marketing, service and operations with respect to growth and retention initiatives.
  • Lead team of 50+ employees through significant organizational change.
  • Responsible for strategic planning, execution of company & department goals, and developing annual income and expense budget.

OPERATIONS DIRECTOR/SR. VICE PRESIDENT

HUB INTERNATIONAL MIDWEST LIMITED
01.2005 - 03.2015
  • Responsible for managing all aspects of department operations.
  • Acted as business sponsor, primary department contact for software conversion of old legacy system to new internet based client management system for national program with 60,000 policy holders.
  • Lead a team of 20 employees; focusing on team building, goal setting, accountability, development and engagement.
  • Responsible for revenue and policy retention on approximately 70,000 policies resulting in 90-94% retention during 2005-2015.
  • Participated in long-term planning and achievement of revenue growth; including budgeting and forecasting.
  • Managed the transition from a single carrier program to a two carrier program; including coverage revisions, processing and technology challenges and commission negotiations.
  • Member of company Leadership Team from 2007-2010.
  • Leaders Way Trainer, bringing formal professional development programs to company personnel.
  • Assisted with implementation of new call center technology with Nortel including skill set mapping.
  • Implemented workflows, filing systems and routing for new imaging system installed in April 2008.
  • Managed small professional liability unit from 2006 – 2008 and managed small commercial account unit from 2006 – 2010.

CLIENT SERVICES MANAGER

HUB INTERNATIONAL MIDWEST LIMITED
01.2000 - 01.2005
  • Managed, trained and led a team of 10 employees.
  • Responsible for retention of 58,000 policies resulting in 90-94 % retention.
  • Managed department revenues of $8,000,000.
  • Negotiated customer disputes with insurance carriers, mitigated potential e&o claims.
  • Implemented customer satisfaction surveys.
  • Oversaw the successful remarketing and placement of Hub’s largest program in 2004 and 2005.
  • Attended trade conventions as representative of affinity program.
  • Presented written and oral reports to board of directors three times a year.
  • Managed service and operations for three captive insurance programs brokered through Hub including policy issuance, rating, surplus lines filing, calculating and billing general liability and workers compensation audits.
  • Managed transition of one captive program to fully-insured program once the captives ceased operation.

PROGRAM MANAGER

HUB INTERNATIONAL MIDWEST LIMITED
01.1995 - 01.2000
  • Managed, trained and led a team of 5 employees.
  • Implemented credit card acceptance as method of payment.
  • Assisted with launch of client website with e-commerce component.
  • Managed program renewal of 48,000 certificate holders on annual basis.
  • Negotiated claim disputes with insurance carrier.
  • Presented written and oral reports to the board of directors three times a year.

CUSTOMER SERVICE REPRESENTATIVE

HUB INTERNATIONAL MIDWEST LIMITED
01.1992 - 01.1995
  • Responded to incoming calls from affinity customers in a call center environment.
  • Processed new applications, binders, endorsements, cancellations, and reinstatements for affinity program.
  • Implemented a ‘Fax-On-Demand’ service for our clients to access published articles via fax 24/7.

Education

Certificate - Women’s Leadership

Gonzaga University
Spokane, WA
12.2018

Master of Arts - Organizational Leadership

Gonzaga University
Spokane, WA
08.2015

Bachelor of Science - Human Resources and Family Studies

University of Illinois
Champaign, IL
05.1992

Skills

  • Organizational growth
  • Attention to detail
  • Problem-solving abilities
  • Leadership and people development
  • Client relationship management
  • Strategic planning and execution

Affiliations

  • Member of PiMA since 2024
  • Member of ASAE since 2024

Certification

  • Accredited Advisor in Insurance, December 2011
  • Associate in Surplus Lines Insurance, November 2005
  • Associate in Insurance Services, March 2003
  • Certificate in General Insurance, December 1999
  • Illinois Property/Casualty Producers License, December 1992

Timeline

EXECUTIVE VICE PRESIDENT-AFFINITY PROGRAMS

HUB INTERNATIONAL MIDWEST LIMITED
03.2015 - Current

OPERATIONS DIRECTOR/SR. VICE PRESIDENT

HUB INTERNATIONAL MIDWEST LIMITED
01.2005 - 03.2015

CLIENT SERVICES MANAGER

HUB INTERNATIONAL MIDWEST LIMITED
01.2000 - 01.2005

PROGRAM MANAGER

HUB INTERNATIONAL MIDWEST LIMITED
01.1995 - 01.2000

CUSTOMER SERVICE REPRESENTATIVE

HUB INTERNATIONAL MIDWEST LIMITED
01.1992 - 01.1995

Certificate - Women’s Leadership

Gonzaga University

Master of Arts - Organizational Leadership

Gonzaga University

Bachelor of Science - Human Resources and Family Studies

University of Illinois