Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Community Investment
Professional Development
Community Investment
Professional Development
TruckDriver
Keith Tanny

Keith Tanny

Saratoga Springs,NY

Summary

Innovative and collaborative sales professional and leader with a proven record of achievements Offers 30 years of leadership in the Insurance industry along with entrepreneurial, forward-thinking mindset and demonstrated track record of accomplishment. I would enjoy the opportunity to bring this insight, and much more, to your organization.

Overview

30
30
years of professional experience
2
2
Certificate

Work History

Consultant

Gable Capital LLC
04.2024 - 03.2025

Researched, developed, and assisted in promoting a Finance & Insurance platform for the Heavy-Duty Truck Industry. Through Customer engagement, and efficient product rating, the obtained objective was to establish a new revenue source for the Commercial Tuck Dealer through a frictionless sales process.

A Demo of the Platform can be viewed via You Tube at:

https://www.youtube.com/@GableCapitalInsuranceServices.

Senior Vice President

Brightline Dealer Advisors
10.2022 - 02.2024

Leveraged marketing experience to create Dealership opportunities throughout the U.S. for Group Employee Healthcare and Property & Casualty coverage.

Established new market presence in New York State and New England

co-developed the New York State Auto Dealers' endorsement of Brightline for Property & Casualty Insurance programs and Group Health Benefits

led State-wide production for the Brightline Benefits program

  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.

AVP Mega Acquisition & Development

Zurich Direct Markets
01.2021 - 06.2022
  • Establish, develop, and coordinate, and lead sales strategy for Zurich Direct Markets F&I Mega Division
  • Engage Auto Dealership groups, with an annual volume of 12,000 retail units sold, into Zurich's F&I program (Gross written premium >$1Billion nationally)
  • 2021 closed 4 Mega Groups, 400% increase over prior year, 2020
  • 2022 YTD, closed 3 Mega Groups and 1 Public Group (increasing Zurich's Rooftop 15%).

Senior Regional Finance & Insurance Producer

01.2018 - 01.2021
  • Acquisition specialist
  • Achieved 102.1% annual production goal
  • Delivered 137.5% F&I new business objective
  • Enrolled 6 Dealership groups, or 13 Rooftops, generating an additional $2,300,000 annual premium
  • Existing Account development practices and service standards
  • Developed a compliance accountability program to ensure consumer transparency and adherence to legal standards so that disparate impact is prevented
  • Delivered an additional 10% sales through Direct Marketing, Service Bay Sales, and Consumer Education programs.

Account Executive

Zurich Direct Markets and Universal Underwriters
07.2007 - 01.2018
  • Property & Casualty, Finance & Insurance producer, NY Hudson Valley territory
  • 2009 - ranked #1 out of 191 Account Executives
  • Property & Casualty sales growth 101.5%
  • Property & Casualty profitability 15.1%
  • F&I profitability 59.2%.

NY Regional Manager

Zurich Direct Markets
05.2005 - 07.2007
  • Managed sales force of 8 Account Executives & 5 Finance & Insurance Executives, and 1 Finance & Insurance Professional
  • Implemented monthly in-person coaching meeting and bi-weekly follow up
  • Designed in-person call report to monitor and promote sales activity
  • Developed performance analysis system
  • Hired & developed training program for 3 Account Executives
  • Led New York's Office to Presidents Club, 2005.

Account Executive

Zurich Direct Markets and Universal Underwriters
02.1995 - 05.2005
  • Property & Casualty growth 345%
  • Exceeded Property & Casualty loss ratio goal 15.06%
  • Vehicle Service Contract premium growth 378%
  • Exceeded Vehicle Service Contract loss ratio goal 24.75.

Education

Bachelor of Science - Business Administration

Skidmore College
Saratoga Springs, NY
05.1988

High School Diploma -

Avon Old Farms
Avon, CT
06.1984

Skills

  • Sales and Marketing Strategies
  • Performance Management
  • Industry Expertise
  • Sales Expertise
  • Goals and Performance
  • Sales Planning
  • Business Development
  • Territory Management

Accomplishments

  • Recognized as the only Direct Markets Employee to earn 15 Presidents Clubs:1995, 1996, 1997, 1998, 2000, 2001, 2002, 2003, 2004, 2005, 2008, 2009, 2013, 2014, 2016
  • Top Gun 2001 for the highest percentage increase in Vehicle Service Contract Sales

Certification

CIC - Certified Insurance Counselor, the National Alliance

AFIP - Senior Certification

Timeline

Consultant

Gable Capital LLC
04.2024 - 03.2025

Senior Vice President

Brightline Dealer Advisors
10.2022 - 02.2024

AVP Mega Acquisition & Development

Zurich Direct Markets
01.2021 - 06.2022

Senior Regional Finance & Insurance Producer

01.2018 - 01.2021

Account Executive

Zurich Direct Markets and Universal Underwriters
07.2007 - 01.2018

NY Regional Manager

Zurich Direct Markets
05.2005 - 07.2007

Account Executive

Zurich Direct Markets and Universal Underwriters
02.1995 - 05.2005

Bachelor of Science - Business Administration

Skidmore College

High School Diploma -

Avon Old Farms

Community Investment

  • 2007-14 Firebird Nation of North America, Secretary

Leading fundraiser for NY Special Olympics and Saratoga Bridges

  • 2008-15 Saint Clements Church, Liturgy of the Word Assistant
  • 2020-2021 Double H Ranch Snow Instructor for Children with Disabilities
  • 2022 - present Wilton Volunteer Fire Co. Inc. Interior Firefighter, level 2, Nationally certified
  • 2024 - present Wilton Volunteer Fire Co. Inc. President

Professional Development

  • Association of Finance & Insurance Professionals Certification, 2003
  • Senior Certification, 2005
  • Mentor, Skidmore College's program, "A Brand called Me", 2014-17
  • Co-Chairman, Zurich NA, "Field Accelerated Success Track" Mentoring program, 2017, 2018
  • Mentor, Zurich's Global Mentoring program, "NEXT", 2021-22
  • Saratoga Turf Talkers, Toastmasters International, June 2020-current
  • Collaborator and presenter for Zurich's global innovation program, "Make the Difference". Summer 2018, Zurich, Switzerland
  • 2020 Zurich Alternative Markets "Task Team Challenge". Summer/Fall 2020, Schaumburg, Ill

Community Investment

  • 2007-14 Firebird Nation of North America, Secretary
  • Leading fundraiser for NY Special Olympics and Saratoga Bridges
  • 2008-15 St. Clements Church, Liturgy of the Word Assistant
  • 2020-2021 Double H Ranch Snow Instructor for Children with Disabilities
  • 2022 - present Wilton Fore Department. Interior Firefighter, level 2, Nationally certified

Professional Development

  • Association of Finance & Insurance Professionals Certification, 2003
  • Senior Certification, 2005
  • Mentor, Skidmore College's program, "A Brand called Me", 2014-17
  • Co-Chairman, Zurich NA, "Field Accelerated Success Track" Mentoring program, 2017, 2018
  • Mentor, Zurich's Global Mentoring program, "NEXT", 2021-22
  • Saratoga Turf Talkers, Toastmasters International, June 2020-current
  • Collaborator and presenter for Zurich's global innovation program, "Make the Difference". Summer 2018, Zurich, Switzerland
  • 2020 Zurich Alternative Markets "Task Team Challenge". Summer/Fall 2020, Schaumburg, Ill
Keith Tanny