High-achieving Business Development Consultant bringing expertise in portfolio management, strategic planning and relationship building. Consults with internal staff, leadership and General Agent partners, building a strong partnership.
Responsible for managing goals, performance, and strategy with our partner management team and internal staff across all segments.
Primary point of contact between assigned General Agency Partner and internal staff
Coordinate systems access and training for internal staff and assigned General Agent Partners
Conduct monthly analysis of performance goals and objectives across all segments.
Communicate monthly production and performance initiatives to Nationwide Sr leaders and line of business management team
Coordinate efforts to improve performance and ensure processes are revised to address issues
Responsible for non fleet book of business for our largest General Partner - $28,000,000
Successfully serviced and monitored the activity of "plan" agents.
Performed audits on numerous General Agents book of business.
Successfully "on boarded" new Agency Partner
Took the lead on "Portfolio Management"
Created training templates and facilitated the Transportation class at Underwriting Academy
Transportation Risk Specialist Designation
Property/Casualty Insurance License
Accident/Health Insurance License