Marc Wright
Lima,OH
Summary
Self-motivated professional successful in seizing viable opportunities for expansion and innovation in business. Background in increasing profits, reducing costs, and transforming customer service standards. Experienced in leading and supervising operational and sales teams.
Overview
1
1
Certification
Work History
Agency Owner
- Utilize a consultative approach to customize insurance programs to the needs of businesses and individuals, including automobile, fire, life, property, or specialized policies
- Policy retention through contacting existing policyholders to deliver and explain policy details, changes and offer additional services
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms
- Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage
- Monitor insurance claims to ensure they are settled equitably for both the client and the insurer
- Network to find new customers and generate lists of prospective clients through digital, print marketing local marketing events.
Managing Member
- Designed and implemented employee benefit programs to help control overall costs
- Communicated benefits programs which preserve reputations as employers of choice
- Provided in-depth knowledge regarding legislative compliance, consumer driven healthcare and wellness strategies
- Developed cost effective benefit plans that deliver a high level of employee choice and satisfaction.
District Sales Coordinator
- Mentored, trained all incoming sales associates
- Supervised and motivated a sales force of 6 to 12 sales associates
- Met prospective business owners in their businesses and other settings with an averaged 3 to 5 new accounts per week
- Promoted supplemental insurance products to existing and new accounts each week.
Sales Associate
- Met with prospective business owners in their businesses and other settings
- Averaged opening 3 new accounts per month
- Met with 20 to 30 prospective employees each week to promote supplemental insurance products to existing and new accounts
- Provided exceptional customer service and utilized consultative sales techniques
- Conducted open enrollments of new and existing policies
- Tracked the progress of all outstanding insurance claims
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement
- Promptly resolved all customer requests, questions and complaints.
Human Resources Manager
- Coordinated work activities of Human Resources staff relating to employment, compensation, benefits and associate relations
- Responsible for staffing disputes, terminating employees and administering disciplinary policies and procedures
- Represented company at workers compensation and unemployment related hearings and investigations
- Educated and advised employees on group health, voluntary benefits, as well as 401(k) retirement plans
- Facilitated the criminal background check process for new hires
- Offered fair and equitable compensation packages utilizing industry and demographic specific salary survey data
- Managed the employee appreciation awards program
- Human Resources Chair of workplace, associate and management policies and procedures committee.
Education
Bachelor's of Science in Business Administration -
Bluffton University
Skills
- Client Acquisition Expert
- Policy Coverage Expert
- Proactive Team Player
- Customer Relations
- Consulting
- Financial Planning
- Operational planning
- Operations Management
- Financial Management
- Marketing
Certification
- Accident & Health
- Casualty
- Life
- Property
- Series 6 - Registered Representative
- Series 63 - Uniform Securities Agent State Law Examination
Additional Information
Board of Directors
Shawnee Football Parents Association, 2019 to Present
Lima Family YMCA, 2015 to 2022
Marimor Industries, 2006 to 2010, President - 2010
Timeline
Agency Owner
Managing Member
District Sales Coordinator
Sales Associate
Human Resources Manager
Bachelor's of Science in Business Administration -
Bluffton University
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