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.
∙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