Lacey Bloom
Denton,TX
Summary
Strategic insurance distribution leader with 20 years of experience across personal and commercial lines, including sales, product knowledge, territory leadership and agency relationship management, A results-driven territory manager committed to supporting complex agency relationships across Texas, Oklahoma, Louisiana, Arkansas, Missouri and Kansas accounting for almost $300 million in direct written premium among Liberty Mutual Commercial lines and State Auto. Serve as the strategic advisor to agency networks, franchises and complex regional groups, partnering with executive leaders to drive growth, product adoption, training, book transfers and performance improvement. Known for cross-functional collaboration, executive communication, problem solving and translating strategy into measurable execution.
Overview
18
18
years of professional experience
Work History
Senior Commercial Territory Manager
Liberty Mutual
Plano
04.2025 - Current
- Serve as Liberty Mutual’s sole regional leader in a specialized role managing strategic commercial lines relationships with agency networks, aggregators and complex regional agency organizations.
- Manage a portfolio representing approximately $300 million in direct written premium across Central Region.
- Relationship manager and strategic advisor to regional leaders of SIAA, Ironpeak, Keystone, Higginbotham, TWFG, Combined Agents of America and other influential agency organizations.
- Develop joint growth strategies with partner executives, including growth commitments, tactical action plans, performance measures and communication plans.
- Identify and pursue opportunities book transfers into Liberty Mutual commercial lines portfolio while supporting profitable growth and retention objectives.
- Coordinate with regional distribution and field leadership to align partner strategies with local execution and territory priorities.
- Provide senior leaders with insight into partner performance, marketplace dynamics, product opportunities, profitability and agency performance trends.
- Deliver product, claims and sales engagement training to strengthen agency capabilities and increase partner engagement.
Commercial Territory Manager
Liberty Mutual
Plano
01.2025 - 04.2025
- Identify and pursue new business opportunities while expanding relationships with existing agency partners
- Promote underwriting relationships with agency partners and maintain an open line of communication
- Present and promote target class products and services for growth
- Build and maintain strong long term relationships with key stakeholders and internal partners
- Monitor sales performances and track key metrics, adjusting strategies as needed.
- Develop and maintain a pipeline of book consolidation/remarketing for new business success
- Develop campaign strategies to motivate agency partners for new business
PL Territory Manager I
Safeco Insurance
Plano, Texas
06.2022 - 01.2025
- Take ownership of our agency life cycle within my territory including onboarding agencies, developing and maintaining relationships, identifying areas of improvements and finally taking action against agency partners that are not performing
- Provide support to MDP/Network leadership by developing and hosting best practices for new business, retention, profitability and compliance for frontline staff
- Implement marking programs to increase productivity and improve bottom line results
- Proficient on IA Channel operations such as underwriting practices, procedures, policy and coverages, and best service practices
- Subject matter expert on Safeconow quoting, endorsements and product guides
- Develop internal relationships with my underwriting, service and agency admin teams.
- Seek out my commercial counterparts to collaborate freely on shared agencies
Outbound Agent
Liberty Mutual Insurance
05.2021 - 06.2022
- Nationally licensed property and casualty agent responsible for calling, prospecting, and closing auto & home from leads started online
- Currently averaging 40 plus outbound calls daily to prospects, maintaining an average of 125% to monthly goal, and providing additional options outside of Liberty Mutual through partnership carriers.
Branch Insurance Agent
DATCU Credit Union/CU Financial Group
08.2008 - 06.2021
- Responsible for cultivating employee relations among numerous DATCU branch locations to generate leads, developed and hosted community insurance education sessions, marketed insurance services, provided training for new hires, and managed over $3 million in paid production and 1500+ clients.
Skills
- Strategic Relationship management
- National Agency networks and Regional groups
- Commercial and Personal lines Distribution
- Strategic and Tactical Growth planning
- Cross Functional Team Leadership
- Book Transfers and Large-Block opportunities
- Agency Segmentation and Performance management
- Mentorship and Coaching
- Sales Pipeline Growth and Development
- Brand awareness and Market Positioning
- Cross-functional and Regional collaboration
Accomplishments
- Bachelors of Applied Arts and Science (University of North Texas)
- Wharton Executive Learning Graduate, University of Pennsylvania
- Best Insurance Agent, D Magazine (2012,2013,2014)
- State of Texas Representative, Encompass at Wharton School of Business
- Top 30 Under 30 Insurance Professional, State of Texas, 2015 (Allstate)
- Safeco Producer of the Year (2019,2020)
- Safeco President's Award Winner- Territory Manager I (2023)
- Safeco President’s Award Winner- Territory Manager I (2024)
Timeline
Senior Commercial Territory Manager
Liberty Mutual
04.2025 - Current
Commercial Territory Manager
Liberty Mutual
01.2025 - 04.2025
PL Territory Manager I
Safeco Insurance
06.2022 - 01.2025
Outbound Agent
Liberty Mutual Insurance
05.2021 - 06.2022
Branch Insurance Agent
DATCU Credit Union/CU Financial Group
08.2008 - 06.2021