Business leader in insurance with 20+ years of experience driving employee performance and job satisfaction through effective leadership strategies. Expertise in problem-solving and identifying optimal solutions to enhance organizational efficiency. Strong understanding of regulatory expectations and best practices to ensure compliance and performance improvement.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Insurance Business Strategist
Allstate Insurance Company
Byram
09.2002 - Current
Manage a portfolio of 200+ clients across commercial and individual lines, generating $1.5M+ in annual premium revenue.
Managed administrative tasks, including policy renewals and claims processing, ensuring timely and accurate service delivery.
Lead risk assessments and insurance portfolio optimization, reducing client exposure by an average of 15%.
Exceeded annual sales goals by 15–20% through strategic targeting and data-informed retention campaigns.
Collaborated with underwriting and finance teams to negotiate competitive terms—achieving a 10% average client cost reduction.
Collaborated with underwriting teams to develop tailored insurance solutions, enhancing client satisfaction and retention rates.
Delivered business reviews and coverage performance reports to senior executives and stakeholders.
Built and maintained 150+ client relationships, including corporate accounts and SME clients.
Increased premium revenue by 25% over five years through strategic upselling and market segmentation.
Conducted industry-specific risk workshops and market insight presentations to attract new business.
Conducted risk assessments and advised clients on optimal coverage options, mitigating potential liabilities and enhancing risk management.
Conducted market research to identify new business opportunities, contributing to a 30% expansion in the client base.
Improved renewal-processing efficiency by 30% through automation and client communication enhancements.
Established a book of business from 0 to 100+ clients within 36 months through direct outreach and data-driven targeting.
Maintained a 95% client retention rate and earned consecutive Top Producer awards for sales and service excellence.
Consistently ensured regulatory compliance and reporting accuracy in line with evolving state guidelines.
Developed and presented transaction-specific materials for senior management and board meetings, enhancing decision-making processes.
Coordinated with cross-functional teams to streamline operations and improve service delivery, resulting in a 10% reduction in processing times.
Assisted in the development of strategic marketing campaigns that increased client engagement by 25%.
Prepared and delivered presentations to clients, effectively communicating complex insurance products and services.
Education
Master of Business Administration -
Delta State University
Cleveland, Mississippi
Bachelor of Business Administration - Finance/Accounting
Jackson State University
Jackson, Mississippi
Skills
Strategic Market & Competitive Analysis
Insurance Sector Expertise
Client & Executive Relationship Management
Problem-solving abilities
Sales & Business Development Strategy
Cross-Functional Team Collaboration
Microsoft Excel
PowerPoint
Data analysis
Accomplishments
Generated $10M+ in total premium revenue over career through strategic client management.
Maintained a 90%+ client retention rate through strategic account management and high-touch service.
Save clients $300K+ though cost optimization strategies, rate negotiation and risk analysis.
Certifications And Licensing
Property & Casual Insurance License
Life, Accidental & Health Insurance License
Certification
· Property & Casual Insurance License
· Life, Accidental & Health Insurance License
Timeline
Senior Insurance Business Strategist
Allstate Insurance Company
09.2002 - Current
Master of Business Administration -
Delta State University
Bachelor of Business Administration - Finance/Accounting