Summary
Overview
Work History
Education
Skills
Education And Licensure
Certification
Licenses
Timeline
Generic

Michael Taylor

Frederick,Maryland

Summary

A seasoned Chief Strategy Officer with 30+ years in the insurance sector, renowned for crafting transformative strategies, boosting agency performance, and cementing robust partnerships. My vision aligns with empowering teams, fostering innovation, and delivering top-tier service, as evident by the ERIF Insurance Founders Award. Committed to driving continuous growth and maximizing value for clients and stakeholders. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with a good understanding of business principles, project management, and team leadership. Collaborative with a relentless work ethic.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Chief Strategy Officer (CSO)

Premier Strategy Box
01.2022 - Current
  • Spearheaded the 90-Day Elevate program for underperforming Insurance Agencies, enhancing compliance rates by 95% within 5 agencies
  • Pioneered initiatives leading to a 20% minimum revenue increase across 30 agencies, peaking at a 75% increase in referrals
  • Streamlined sales training, resulting in a 22% uplift in sales, including the provision of Sales Process training and Pipeline Management.

Director of Strategic Planning and Agency Automation

Premier Strategy Box
01.2020 - 01.2022
  • Revolutionized 35 agencies by championing CRM automation, streamlining operational processes and sales practices
  • Curated and implemented a unique Sales Process, boosting agents' sales average by 30% within their inaugural year.

Specialized Commercial Lines Supervisor

Commercial Risk Advisors
01.2018 - 01.2020
  • Orchestrated a commercial lines book from scratch, overseeing 85 new accounts and generating a premium of $1,450,000 in Year 1
  • Forged strategic partnerships, engaging with 1380 prospects within the Raleigh vicinity.

Vice President Insurance Services Director

Farmers National Bank
01.2011 - 01.2015

∙Delivered year to year increase by managing revenue growth of 147%

∙Directed insurance quote process training with branch personnel, increased Personal Lines Policy by 153%

∙Hired, trained and developed new Health Insurance Department, resulting in 1683% growth

∙Spearheaded change over between the existing poor performing client management system and a new key relationship with a dynamic insurance business partner to provide growth in Business Owner Clientele

President

Taylor and Taylor Insurance Agency
01.1999 - 01.2008
  • Incepted and expanded the agency in an international domain, skyrocketing to a $7.5M valuation
  • Bagged the esteemed profitability award from Erie Insurance Group alongside a $35,000 bonus, and scaled revenue by 33% in consecutive years.

Education

Associates in Business Administration - Business Administration

Caldwell Community College And Technical Institute
Hudson, NC
06.1994

Skills

  • Client Relations & Service
  • Strategic & Business Planning
  • P&L and Sales Management
  • Team Building & Leadership
  • Solutions-Centric Approaches
  • Technical Acumen & Presentations
  • Talent Acquisition & Management
  • Organizational Insight & Innovation
  • Strategic Planning
  • Channel Management
  • Portfolio Management
  • Service Delivery Oversight

Education And Licensure

Associate in Business Administration, Caldwell Community College, Hudson, NC, 1995

Certification

  • Property
  • Casualty
  • Life
  • Health
  • Medicare

Licenses

  • Property
  • Casualty
  • Life
  • Health
  • Medicare

Timeline

Chief Strategy Officer (CSO)

Premier Strategy Box
01.2022 - Current

Director of Strategic Planning and Agency Automation

Premier Strategy Box
01.2020 - 01.2022

Specialized Commercial Lines Supervisor

Commercial Risk Advisors
01.2018 - 01.2020

Vice President Insurance Services Director

Farmers National Bank
01.2011 - 01.2015

President

Taylor and Taylor Insurance Agency
01.1999 - 01.2008

Associates in Business Administration - Business Administration

Caldwell Community College And Technical Institute
Michael Taylor