Proven leader in operations and sales management, adept at fostering growth and enhancing operational efficiency within Bollinger Specialty Group, A Gallagher Company. Expertise in navigating complex insurance markets, demonstrated by managing a $1.25M revenue block and leading a division of 24. Skilled in office administration and creating strategic partnerships, with a focus on achieving exceptional results through collaborative team management and innovative project initiatives.
Overview
36
36
years of professional experience
Work History
Area Vice President
Bollinger Specialty Group, A Gallagher Company
09.1998 - Current
Sales and account management, working as a liaison between school administrators and underwriters to develop Student Accident and Athletic Insurance Plans that meet the differing needs of school districts, independent schools, and colleges throughout the country. Also work with insurance brokers interested in placing student focused programs. I currently manage a $1.25M revenue block of business.
Offer ancillary programs such as Student Life, Cyber Liability, Business Travel Accident and Tuition Refund Plans to schools.
Meet with clients and prospects in person, virtually and as an exhibitor at various conferences.
Experience selling College Student Health Insurance Plans and a proprietary Group Dental Plan for commercial groups. (both programs no longer offered)
Since January, 2020, position evolved from strictly sales/account management to operations management to eventually managing the division of 24 employees, including Production, Administration, and Claims teams. Continue to focus on sales and account management but now also involved in purchasing, finance, marketing, and relationship nurturing with with our insurance carrier partners.
Project management endeavors have included: working with Corporate in a plan to divest the claims function to an outside vendor; establishing scheduled marketing initiatives including emails, mailings and hosted webinars; improving work flows between our various teams.
Created a collaborative approach to management, encouraging all to weigh in on best practices, workflows, and ways to generate new business.
Commercial Lines Producer
Bollinger Insurance Company
11.1994 - 08.1998
Started out as a Select Accounts Producer, focused on small businesses, selling and servicing all lines of Property & Casualty Insurance, including Auto, Property, General Liability, Product Liability, Directors and Officers, etc.
Transitioned to larger revenue Commercial Lines sales with a separate team servicing these accounts.
Commercial Lines Customer Service
JG Mulford (acquired By Bollinger In 1992)
01.1991 - 10.1994
Negotiated contracts with clients, focusing on mutually beneficial terms and long-term partnerships.
Managed all aspects of account including policy review, premium analysis, billing, etc.
Personal Lines Customer Service Representative
JG Mulford
05.1989 - 12.1990
Serviced customers based on an alphabetic split, including Automobile, Homeowners, Umbrella, Inland Marine and other Personal Lines of insurance.
Handled customer inquiries and suggestions courteously and professionally.
Office Manager Assistant
JG Mulford
02.1988 - 04.1989
Maintained computer and physical filing systems.
Printed company correspondence generated by the sales and service people.