Summary
Overview
Work History
Education
Skills
Timeline
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Kevin O'Brien

Queen,NY

Summary

Dedicated Insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Innovative Marketing leader with 25+ years of experience delivering exceptional marketing campaigns, content and collateral based on established and innovative strategies. Results-oriented and collaborative professional bringing expertise in brand management and social media engagement. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

44
44
years of professional experience

Work History

Regional Market Leader

Upstate Agency LLC
03.2021 - Current
  • Continually maintained and improved company's reputation and positive image in markets served.
  • Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
  • Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
  • Mentored local personnel on best practices and protocols to maximize productivity.
  • Generated sponsorships with related and partnering entities to enhance marketing objectives.

Senior Vice President

Upstate Insurance Agency
11.2015 - 02.2021
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Led restructuring and turnaround through development of new leadership team.
  • Identified opportunities to improve business process flows and productivity.
  • Established and directed successful programs focused on cross selling and bundling .
  • Hired and managed three new managers to drive business growth.
  • Maintained consistent growth in revenue, contribution margin, operating profit, and EBITDA.
  • Restructured Personal Lines team to reduce overhead and improve overall efficiency.
  • Presented and discussed strategy and initiative progress with senior business leaders.
  • Developed, coached and provided feedback to top-performing teams using strong leadership and analytical thinking skills.

Insurance Producer, Agency Principle

R.J. O'Brien Insurance Agency
10.1998 - 11.2015
  • Adhered to all regulations for insurance sales.
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Provided detailed information about company insurance products.
  • Set up policies and completed all documentation.
  • Maintained high standards of customer service by building relationships with clients.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Utilized CRM software to manage client relationships.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Developed and implemented marketing strategies to boost sales and increase customer base.

Personal Lines Service Center Leader

The Travelers Insurance
05.1992 - 09.1998
  • Maintained team flexibility and embraced change to adapt within dynamic markets.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Identified team weak points and implemented corrective actions to resolve concerns.
  • Supported office business development and customer service.
  • Oversaw day-to-day activities of 25 employees in Call Center office, fostering inspiring atmosphere to optimize employee experiences.
  • Assisted with new hire processing and existing training programs.
  • Monitored workflow to improve employee time management and increase productivity.
  • Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.

Personal Lines Marketing Representative

Travelers Insurance
06.1990 - 05.1992
  • Determined customers' needs and provided brand awareness and recommendations to fulfill requirements.
  • Created reports to track performance of marketing campaigns and suggest improvements.
  • Conducted market research and analysis to identify consumer trends and preferences.
  • Responded to customer inquiries promptly and professionally to increase customer satisfaction.
  • Attended industry events and trade shows to promote brand and build relationships with potential customers.
  • Collaborated with cross-functional teams to develop and implement market research strategies.

Personal Lines Underwriter

Travelers
07.1988 - 06.1990
  • Supported agents with subject matter expertise in risk evaluations.
  • Applied knowledge of standard criteria to approve or reject applications.
  • Developed and maintained strong relationships with customers, agents, and other insurance companies.
  • Identified possible risks and recommended solutions.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Self-motivated, with a strong sense of personal responsibility.

Food and Beverage Manager

Lake George Steamboat
06.1980 - 05.1988
  • Managed bar and wait staff and directed hiring program.
  • Responded to customer complaints, addressing concerns, and distress with amicable interactions.
  • Enacted progressive disciplinary measures for staff, managed work zones, and oversaw opening and closing duties.
  • Coordinated daily and nightly shift safety and sanitation procedures for bar areas and entire restaurant.
  • Oversaw selection, ordering and inventory controls of wine, beer and alcohol program.
  • Selected wine, beer and alcohol products based on customer feedback and local product availability.
  • Trained food and beverage service personnel, confirming staff to provide recommendations and answer questions.

Education

Regents Diploma -

Glens Falls Senior High School
Glens Falls, NY

Associate of Science -

Adirondack Community College
Queensbury, NY

Bachelor of Science - Marketing

SUNY College At Brockport
Brockport, NY

Skills

  • Strategic Planning and Alignment
  • Relationship Building
  • Training and Onboarding
  • Strategic Marketing
  • Cross-Departmental Alignment
  • Customer Retention Strategies
  • Customer Relationship Management (CRM)
  • Market Trends Analysis
  • Brand Promotion
  • Marketing Campaigns
  • Business Needs Analysis
  • Market Analysis
  • Decision-Making
  • Marketing Plan Development
  • Strategic Planning
  • Lead Generation Campaigns
  • Staff Management
  • Creative and Innovative

Timeline

Regional Market Leader

Upstate Agency LLC
03.2021 - Current

Senior Vice President

Upstate Insurance Agency
11.2015 - 02.2021

Insurance Producer, Agency Principle

R.J. O'Brien Insurance Agency
10.1998 - 11.2015

Personal Lines Service Center Leader

The Travelers Insurance
05.1992 - 09.1998

Personal Lines Marketing Representative

Travelers Insurance
06.1990 - 05.1992

Personal Lines Underwriter

Travelers
07.1988 - 06.1990

Food and Beverage Manager

Lake George Steamboat
06.1980 - 05.1988

Regents Diploma -

Glens Falls Senior High School

Associate of Science -

Adirondack Community College

Bachelor of Science - Marketing

SUNY College At Brockport

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Kevin O'Brien