Lucas Griffin
Horicon,WI
Summary
Dynamic Senior Agency Executive with Great American Insurance Group, leveraging exceptional customer service and strategic sales expertise to cultivate high-value relationships. Proven track record in market analysis and project management, driving growth and enhancing client satisfaction through effective negotiation and tailored solutions. Committed to excellence in every engagement.
Overview
23
23
years of professional experience
Work History
Senior Agency Executive
Great American Insurance Group
Cincinnati, OH
08.2022 - Current
- Provided excellent customer service to ensure customer satisfaction.
- Learned about company history and products to present detailed information to customers.
- Generated new appointments through cold calling new customers and customers with whom I had worked in prior companies.
- Applied strategic communication strategies and interpersonal skills to develop and maintain high-value business relationships.
- Maintained relationships with existing customers through regular follow-up calls and emails.
- Participated in training sessions related to product knowledge and sales techniques.
- Prepared monthly reports summarizing sales activities and performance metrics for senior management review.
- Collaborated with other departments on projects related to product development and distribution channels.
- Organized promotional events such as trade shows, seminars, webinars, and workshops.
- Provided training sessions for new agents and/or agencies regarding product features and benefits.
- Provided customer service support by responding promptly to inquiries and complaints.
Regional Vice President
Sia Of The Great Lakes
Green Bay, WI
06.2017 - 08.2022
- Develop and maintain a comprehensive working knowledge of the SIAGL Group Independent Satellite Member (ISM) Recruitment Program.
- Participate in company and agency functions to network for company appointments and ISM prospect leads.
- Develop, review, and analyze information on ISM prospects in order to establish suitability for membership in the network.
- Negotiate and execute the Independent Strategic Member Agreement as provided by the SIAGL Group.
- Meet with the company marketing reps to secure ISM appointments and/or sub-codes.
- Review company experience reports to assure that quality business is being written by the ISM's.
- Coordinate and conduct regular visits with ISMs to review opportunities and member services.
- Negotiate and monitor book transfers for ISMs.
- Act as a liaison between ISMs, SIAGL, and companies, institute, and monitor the ISM rehabilitation program if necessary, in conjunction with the VP of Internal Operations.
- Help formulate and uphold policies and procedures needed for company-wide effectiveness, profitability, and compliance with state and federal law.
Commercial Lines Account Manager
The Hartford
Hartford, CT
10.2015 - 06.2017
- Managed agency distribution relationships to drive growth in Wisconsin.
- Recruited, developed, and retained high-performing independent agency partners.
- Executed territory sales initiatives and strategies to increase market penetration.
- Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
- Collaborated with agencies and underwriting to ensure profitability of business transactions.
Personal Lines Account Manager
The Hartford
Hartford, CT
03.2008 - 10.2015
- Manage agency distribution in WI, train and develop new agencies, develop and implement territory sales plans, prospect, license, appoint, and onboard all new agencies, and work with partnered agencies to become AARP authorized.
- Participated in professional development activities such as seminars and conferences.
- Developed relationships with clients and other insurance professionals to ensure client satisfaction.
- Provided customer service to agents including answering questions and resolving issues.
Insurance Agent
Liberty Mutual
Boston, MA
01.2002 - 04.2008
- Conducted needs analysis to present affordable life insurance products to clients.
- Engaged customers with detailed explanations of coverage options and benefits.
- Upsold products and services by aligning solutions with customer needs.
- Trained new hires on effective product knowledge and selling techniques.
Education
Bachelor of Arts - Education
University of Wisconsin River Falls
River Falls, WI05-2000
Skills
- Customer service excellence
- Sales strategy development
- Market analysis expertise
- Relationship management
- Project management skills
- Negotiation techniques
Timeline
Senior Agency Executive
Great American Insurance Group
08.2022 - Current
Regional Vice President
Sia Of The Great Lakes
06.2017 - 08.2022
Commercial Lines Account Manager
The Hartford
10.2015 - 06.2017
Personal Lines Account Manager
The Hartford
03.2008 - 10.2015
Insurance Agent
Liberty Mutual
01.2002 - 04.2008
Bachelor of Arts - Education
University of Wisconsin River Falls
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