MICHEL BOUCHARD
Lee’s Summit,MO
Summary
Strategic and growth-focused executive with 20+ years of leadership in insurance and financial services. Proven ability to drive enterprise transformation, operational excellence, and sustained market expansion. Recognized for board-level influence, disciplined P&L management, and cross-functional leadership. Adept at building high-performing teams, leading digital modernization, and forging strategic partnerships that deliver long-term value.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Agency Manager
Western & Southern Financial Group
10.2024 - Current
- Led all operational, financial, and strategic functions for a newly launched agency
- Drive market-entry strategy, team development, and revenue growth
- Rebuilt bilingual customer service that helped to cover vacant offices, which generated over 50 calls per day.
- Mentored agents, fostering professional growth and adherence to compliance standards within financial services.
- Led agency operations, enhancing productivity and client engagement through strategic planning and team development.
Progressive Leadership Roles
Knights of Columbus Insurance
01.2016 - 01.2024
- Advanced Sales Specialist / life premiums $100,000+
- Regional Field Director / 16% growth YOY
- Sales Performance Specialist
- Directed national performance initiatives, regional redesigns, and talent development programs
- Led enterprise transformation projects and advised executive leadership on market strategy and compliance
- Delivered consistent revenue growth and operational excellence
- Earned executive commendation for leadership and development impact
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Regional Trainer
Colonial Life
01.2014 - 01.2015
- Developed and delivered training programs to enhance agent performance and compliance.
- 60% of new reps achieved the benchmark for success known as 10k 90
- Collaborated with leadership to identify training needs and implement strategic initiatives.
President & Owner
Cornerstone Financial & Cornerstone Insurance
01.2004 - 01.2015
- Founded and scaled a multi-line independent agency with full P&L responsibility
- Led strategic marketing, partnership development, and team expansion
- Achieved sustained double-digit revenue growth and long-term client retention 12% YOY for 10 years
- Reported to board on risk management, financial planning, and corporate vision
- Prepared and presented executive reports to senior management and board
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Drove revenue growth by expanding product offerings and identifying new market opportunities.
Registered Representative
New England Financial
01.2002 - 01.2004
- Conducted needs assessments to recommend appropriate financial products and services.
Field Instructor
Bankers Life
01.1999 - 01.2002
- Mentored and trained new agents on product knowledge and sales strategies.
- Developed and implemented training programs to enhance agent performance and client engagement.
Education
MBA - Chartered Leadership Fellow
American College of Financial Services
Philadelphia, PA03.2024
CLU, CLTC, LUTCF, FICF - undefined
The American College of Financial Services
Dale Carnegie Training Certificate -
Skills
- Strategy & Governance
- Enterprise Strategy & Leadership
- Board & Stakeholder Engagement
- Corporate Governance & Compliance
- Operations & Growth
- P&L Ownership & Financial Oversight
- Operational Transformation
- Strategic Partnerships & Market Expansion
- People & Innovation
- Talent Acquisition & Executive Development
- Organizational Development & Change Management
- Digital Modernization Initiatives
Certification
- Licenses: Property & Casualty, Life & Health
- Series 6, 63, 26
BOARD & EXECUTIVE ENGAGEMENT
- Frequent board-level contributor and industry forum presenter
- Experienced in policy advocacy, corporate compliance, and multi-disciplinary leadership
Timeline
Agency Manager
Western & Southern Financial Group
10.2024 - Current
Progressive Leadership Roles
Knights of Columbus Insurance
01.2016 - 01.2024
Regional Trainer
Colonial Life
01.2014 - 01.2015
President & Owner
Cornerstone Financial & Cornerstone Insurance
01.2004 - 01.2015
Registered Representative
New England Financial
01.2002 - 01.2004
Field Instructor
Bankers Life
01.1999 - 01.2002
CLU, CLTC, LUTCF, FICF - undefined
The American College of Financial Services
MBA - Chartered Leadership Fellow
American College of Financial Services