KYLE DAUGHERTY
Fort Myers,USA
Summary
Proven insurance leader managing a $15M+ book of business, driving 22% sales growth through strategic marketing and team optimization. I specialize in Construction, Hospitality, and Real Estate Insurance, I excel in structuring comprehensive coverage solutions, leveraging strong carrier and broker relationships to secure the most competitive terms for complex client needs. By leading multiple sales teams, I've streamlined operations, strengthened client relationships, and delivered creative risk management strategies in Florida's challenging market. I'm eager to bring my expertise in driving revenue, optimizing operations, and providing tailored risk solutions to a Senior Account Manager.
Overview
22
22
years of professional experience
Work History
Commercial Account Manager
Insurance Office of America Inc
11.2023 - Current
- Oversee four teams, including two Account Managers and four Associate Managers, ensuring efficiency, performance, and compliance with company standards
- Manage a $15 million + book of business, specializing in Condo, Construction, Hospitality, and Professional Liability, with specific strategies for Florida's real estate market
- Restructured and revitalized an $8 million book, enhancing team roles for better efficiency, resulting in a 22% sales increase
- Partnered with producers to devise tailored risk management strategies, analyzing client exposures to optimize coverage
- Secured optimal coverage in both Admitted and Excess & Surplus markets, negotiating terms for competitive client advantages
- Provided leadership and mentorship, driving operational efficiencies and maintaining high service standards while fostering executive-level client relationships
Manager Partner
Redish Insurance Group Inc
07.2013 - 02.2023
- Organic growth of the agency's book of business to over $22 million
- Top 5 producing new commercial premiums in Florida with Nationwide Insurance from 2016-2020
- Initiated and developed our Short-Term Rental business book on Fort Myers Beach, resulting in over $1 million in annual sales
- Maintained a record of 25% annual growth for six consecutive years, contributing to significant revenue increases
- Lead the full sales process, from initial quoting and negotiations to closing and long-term account management
- Spearheaded AMS360 training for the team, enhancing their ability to manage renewals and secure new business
- Led HOA board presentations to explain and clarify complex policy details, helping clients make informed decisions
- Authored diverse marketing strategies, including direct mailers, cold calling, social media campaigns, and Pay-Per-Click advertising campaigns, to effectively pursue new clients and expand existing portfolio
- Designed and executed creative HR solutions to address client-specific challenges
Commercial Account Manager
Flagler Insurance & Risk Management Inc
10.2010 - 02.2013
- Managed a five-member team that created sales plans and supervised budgets, increasing the company's sales revenue growth by 30%
- Establish and maintain good working relationships with carrier sales representatives, service centers, underwriters, and claim representatives
- Became proficient in Applied agency management system, specifically to endorse renewal policies, log activities to document center, carrier follow-ups, and service issues, establish follow-up dates, and manage daily activities
- Developed advanced expertise in crafting Excess and Surplus lines options and marketing options
- Negotiating terms with brokers and fostering collaborative relationships with broker underwriting teams to ensure efficient turnaround on new business
- Drive business growth by identifying cross-selling opportunities and expanding service offerings within existing client portfolios
Customer Service Representative
BestChoice Insurance Group
10.2009 - 02.2010
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Asked probing questions to determine service needs and accurately input information into the AMS 360 agency management system
- Fielded customer complaints and queries, fast-tracking for problem resolution
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- De-escalated problematic customer concerns, maintaining a calm, friendly demeanor
- Consulted with customers to resolve service and billing issues
Construction Superintendent
Brooks & Freund LLC
03.2007 - 09.2009
- Built and scaled a profitable landscaping business from the ground up, managing all aspects of operations, marketing, and customer relations
- Hired, trained, and led a team of employees, ensuring excellence in lawn maintenance, plant installation, customer service, and contract fulfillment
- Negotiated and structured service contracts, optimizing pricing models to maximize profitability while maintaining competitive market rates
- Successfully sold the business for $240,000, ensuring a smooth transition by maintaining organized financial records and operational procedures
Business Owner/Operator
Daugherty & Halligan Landscaping Inc
05.2003 - 02.2007
- Built and scaled a profitable landscaping business from the ground up, managing all aspects of operations, marketing, and customer relations
- Hired, trained, and led a team of employees, ensuring excellence in lawn maintenance, plant installation, customer service, and contract fulfillment
- Negotiated and structured service contracts, optimizing pricing models to maximize profitability while maintaining competitive market rates
- Successfully sold the business for $240,000, ensuring a smooth transition by maintaining organized financial records and operational procedures
Education
Bachelor of Science - Business Management
Eckerd College
St Petersburg, FL05.2003
Skills
- Team Management and Leadership
- Sales Strategy & Growth Planning
- Strategic Marketing & Business Development
- Applied Epic, AMS 360, MS Office
- Process Improvement & Optimization
- Client Relationship Management
Licenses/Designations
220- General Lines
215 -Life incl Var Annuity & Health
CRIS- Construction Risk and Insurance Specialist
Timeline
Commercial Account Manager
Insurance Office of America Inc
11.2023 - Current
Manager Partner
Redish Insurance Group Inc
07.2013 - 02.2023
Commercial Account Manager
Flagler Insurance & Risk Management Inc
10.2010 - 02.2013
Customer Service Representative
BestChoice Insurance Group
10.2009 - 02.2010
Construction Superintendent
Brooks & Freund LLC
03.2007 - 09.2009
Business Owner/Operator
Daugherty & Halligan Landscaping Inc
05.2003 - 02.2007
Bachelor of Science - Business Management
Eckerd College