Nancy Doherty
Lincoln University,PA
Summary
With over 24 years of expertise in business development, insurance sales, and partnership management, dedicated to identifying growth opportunities, strengthening broker relations, and delivering innovative insurance solutions to meet evolving market demands. Focus on ensuring operational efficiency and profitability. Consistently met company goals by utilizing consistent and organized practices. Thrive under pressure and excel at adapting to new situations and challenges to enhance the organizational brand. Encouraging manager and analytical problem-solver with talents for team building, leading, motivating, and excellent customer relations. Strong aptitude for building relationships and using independent decision-making skills and sound judgment to positively impact company success. Committed to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.
Overview
24
24
years of professional experience
Work History
Assistant Vice President, Agency Development
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
09.2022 - Current
- Company Overview: Alexandria, VA
- AAS is the wholesale brokerage subsidiary providing member access to carriers and markets
- Position created - based on success in leading the Personal Lines underwriting team - to focus on increasing density of member utilization
- Engaged new and existing member agencies to understand and utilize the market access portal (known as Big “I” Markets)
- Cascaded carrier goals to member agencies to achieve carrier growth targets
- Provided professional after-sales support to enhance members' engagements and satisfaction
- Mined data from various internal systems to identify target audience based on wide demographic parameters
- Developed program marketing ideas, material, articles, campaigns, and messaging to keep topic top of mind among this group
- Enhanced team collaboration by leading cross-functional meetings and workshops.
- Spearheaded strategic initiatives to drive organizational growth and profitability.
Director, Personal Lines
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
04.2020 - 09.2022
- Company Overview: Alexandria, VA
- AAS is the wholesale brokerage subsidiary providing member access to carriers and markets
- Personal Lines Manager duties expanded to include strategic carrier alignment
- Led initiatives that earned Safeco's Presidential Award, an honor based on profitable production
- Directed cross-functional teams to enhance project delivery and align with organizational goals.
- Gave support to new portal redesign project involving training, quoting, and binding processes
- Improved operational efficiency by overseeing strategic planning initiatives.
- Developed mass mailing campaign to reengage members across 50 states
- Managed relationships with current carriers while recruiting and vetting new company partners and products
- Assigned greater oversight role with aggregator subsidiary (then known as Eagle Agency) to monitor production, growth, and incentive goals
- Collaborated with stakeholders to create workflow and procedures for new Non-Standard Market capability
- Directed strategic initiatives to enhance business growth and profitability.
- Spearheaded cross-functional teams to drive organizational development.
Manager, Personal Lines
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
09.2018 - 04.2020
- Company Overview: Alexandria, VA
- AAS is the wholesale brokerage subsidiary providing member access to carriers and markets
- Managed team of 12 underwriters, support staff and outsourced employees to meet aggressive production, service, and profit goals
- Monitored workflow and suggested changes needed for improvements
- Worked in tandem with aggregator subsidiary (then known as Eagle Agency) to grow, cross-sell, and upsell business
- Coached direct reports to be the sub-producing agent's go-to resource for advice and counsel on methods to counter competition and sell the account
- Engaged and educated state association distributors to seek referrals and book rolls
- Supported agent education and training strategies to improve the quality of submissions while increasing new premiums in targeted markets
- Over-authority decision maker working within carrier LOA to ensure profitable book, required to earn profit sharing
- Managed workload of direct reports with emphasis on production and cross-selling to achieve growth goals
- Ensured direct reports' compliance of expected turn-around time, communication, and service standards
- Oversaw outsourced vendor work-product, including adherence to established response times and procedure protocols
Supervisor & Senior Underwriter, Affluent Program
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
03.2013 - 09.2018
- Company Overview: Alexandria, VA
- AAS is the wholesale brokerage subsidiary providing member access to carriers and markets
- Oversaw performance of 5 affluent team members
- Underwrote and serviced affluent business for the largest accounts
- Was the primary resource for agents' understanding of nuances to affluent risks
- Evaluated and established procedures to improve processing efficiency and workflow
- Achieved Chubb Cornerstone Status based on production and profitability
- Increased total Affluent Personal Lines book by $2,000,000
- Improved team efficiency by delegating tasks effectively and monitoring progress.
- Oversaw daily operations to ensure smooth workflow and timely task completion.
Personal Lines Account Executive
Brown & Brown Private Client Group
05.2012 - 03.2013
- Company Overview: Newark, DE
- Managed a book of 830 affluent clients
- Evaluated prospects' current insurance program and sought alternatives based on coverage and price
- Participated in ongoing training programs to stay current on industry trends and best practices.
- Maintained a high proficiency level with carrier website rating systems, to provide accurately priced quotes to clients and prospects
- Coordinated with other departments within the agency to ensure seamless service delivery across multiple product lines.
- Primarily responsible for upselling, cross-selling and growing book of business while ensuring maximum retention
- Prepared and presented renewal summaries for VIP accounts, offering account rounding and enhancement suggestions
Personal Lines Account Executive
CBIZ Benefits Insurance
01.2008 - 05.2012
- Company Overview: Plymouth Meeting, PA
- Achieved Cornerstone Status by Chubb
- Specialized in product knowledge of core carriers for the affluent clientele
- Servicing, re-marketing, and retaining VIP high revenue accounts
- Prepared, presented renewal summaries for VIP accounts offering account rounding and enhancement suggestions
- Reviewed clients'' financial situations regularly, adjusting their policies as needed based on lifestyle changes or asset growth.Accompanied commercial lines producers to renewal meetings and/or solicit new business
- Prepared proposals with cost benefit/coverage benefit analysis for prospect presentations
- Produced new lines of P&C business by cultivating relationships, generating leads from existing book/commercial lines producers/internal referral sources
- Quote, bind and issue all new P&C related business for all clientele
- Trained and supervised new employee development
- Attended industry conferences and seminars to stay current on market trends, regulations, and best practices in personal lines insurance services.
Office Manager Sales & Service
Chris Born Assoc. Nationwide Insurance
12.2000 - 01.2008
- Company Overview: Exton, PA
- Responsible for agency conversion, retention, coverage reviews and multi-lining
- Expanded agency through professional/customer referrals, internet leads
- Delegated work/projects to all employees
- Trained and supervised all new employee development
- Coordinated daily office operations to improve workflow and efficiency.
- Improved team productivity by managing schedules and prioritizing tasks.
- Enhanced operational efficiency with streamlined office procedures.
- Improved customer satisfaction by addressing inquiries and providing timely information.
Education
High School Diploma -
Archbishop Prendergast High School
Drexel Hill, PASkills
- Proficient in Microsoft Office Products
- Highly proficient in Vertafore AMS360
- Resident Property/Casualty Agent license in Pennsylvania
- Strategic planning
- Team leadership
- Project management
- Client relations
- Revenue generation
- Operations management
- Staff management
Timeline
Assistant Vice President, Agency Development
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
09.2022 - Current
Director, Personal Lines
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
04.2020 - 09.2022
Manager, Personal Lines
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
09.2018 - 04.2020
Supervisor & Senior Underwriter, Affluent Program
Independent Insurance Agents and Brokers of America (the Big “I”) / IIAA Administrative Services, Inc.
03.2013 - 09.2018
Personal Lines Account Executive
Brown & Brown Private Client Group
05.2012 - 03.2013
Personal Lines Account Executive
CBIZ Benefits Insurance
01.2008 - 05.2012
Office Manager Sales & Service
Chris Born Assoc. Nationwide Insurance
12.2000 - 01.2008
High School Diploma -
Archbishop Prendergast High School
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