Patrick Zerarka
Anthem,AZ
Summary
Skilled Sales and Marketing Executive Leader with 20 years of professional expertise focused primarily in the Sales and Marketing Growth Strategies. Proven expertise in leadership, sales, marketing, management, strategic planning implementation, analytical skills and a track record of creating value and positive impact for organizations. Managed Sales Managers Team, Large Accounts and leveraged Complex Distribution Channel to repeatedly deliver double-digit top line growth while exceeding performance and profit goals. Passionate/Self-motivated to drive successful results.
Overview
24
24
years of professional experience
Work History
Founder & CEO
EzyTise
03.2021 - Current
- Founded and started new company AI Sales & Marketing Workflow Automation/CRM System [EzyTise]
- B2B and B2C Sales Marketing Growth Strategist
- Provided top leadership oversight to all sub-divisions, reinforced vision and long/short-term growth strategy
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Managed Sales Team, Product Developers, Support Team, Onboarding Team, and Customer Experience Team
- Led a team of Product Managers to help design/create an All-in-One Sales & Marketing Automation System
- Responsible for all Financials, Investment, Development, Infrastructure, Communication, and ROI
- Worked in collaboration with Internal & External Key Partners to speed up Sales Growth.
- Identified business development challenges and customer concerns for proactive resolution.
REGIONAL SALES MANAGER
IROQUOIS GROUP. (IQ)
04.2014 - 06.2021
- Responsible to manage Arizona market growth (Territory $150 million Premium)
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Developed and maintained positive relationships with clients in assigned sales territories.
- I work directly/diligently with over 70 Independent Insurance Brokers to develop Business Partnership and achieve profitable business growth
- Target Small and Mid-Market Commercial Accounts to grow New Business and Organic Premium
- Develop STRONG Core Carriers relationship with local and national leadership to position unique value proposition
- Deliver positive Revenue/Sales Growth, Higher Premium Return, Profitable Loss Ratio, and Greater Retention
- Report directly to the IQ Southwest President, and maintain ongoing market condition status/trend update
- Identify opportunity loss areas, and implement swift strategic adaptation to maximize future sales growth.
SALES ACCOUNT EXECUTIVE
TRAVELERS INSURANCE COMPANY.
04.2011 - 01.2013
- Responsible to increase New Business and grow Profitable Premium in the Phoenix metropolitan area
- Consultative Sales and Marketing Approach, and conduct ongoing agency visits to Brokers/Independent Agents
- Marketing Consultant and Business Strategy Advisor on how to create successful Marketing Growth Strategy
- Execute/Implement/Influence Tactics/Strategic Business Plan for Independent Agents to identify growth opportunities
- Implement Online Lead Generation, Retention Initiatives and demonstrate Long-Term Financial Impact on P&L
- Created Online Marketing Presence to include SEO, Digital Media Marketing, and Lead Generation Initiatives.
- Attended networking events to build relationships and identify sales opportunities.
- Leveraged CRM to collect, organize and manage sales data and customer information.
REGIONAL SALES MANAGER
METLIFE
06.2007 - 04.2011
- Developed and maintained positive relationships with clients in assigned sales territories.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Primarily responsible to increase overall sales and profits each year by at least 15%
- I was able to grow by 25% yr-o-yr for the past 3 years
- Provide leadership to employees to leverage motivation and sales growth
- Accountable to implement Strategic and Tactical initiatives to Increase Policies-In-Force and Retention, along with New Business
- Key Accomplishments: Maintained average of 25% yr-o-yr in sales growth and doubled the Territory Premium size within three years of being in charge
- Championed new appointments and developed successful training program resulting in 50% profitable sales growth
- Coached existing and new team players to achieve and deliver targeted objectives
- Partnered with PEO Product Managers to promote P&C Employee Benefit Programs to Mid and Large size Organization
- Participate in local trade shows and client group presentations to promote new employee benefits programs.
BUSINESS CONSULTANT
NATIONWIDE INSURANCE COMPANY
02.2006 - 06.2007
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Support Regional Sales Distribution growth strategy by providing business solutions, marketing initiatives, and implement sales operations processes to existing and new Nationwide Insurance Agents/Independent Contractors
- Work in collaboration with Regional Sales Directors and Sales Officers to increase sales productivity
- Provide ongoing consultative sales approach and assisted the region for all business Acquisition programs
- Key Accomplishments: Implemented Point-of-Sale and Retention programs that resulted in 25% increase in Policies-in-Force
- Led Independent Agent Acquisition effort in the State to capture over $50 million of premiums
- Coached new and existing agency owners on different marketing strategies and sales techniques in order to increase sales profits, retention, close ratio and workflow process improvement
- Conducted training for Sales Managers on how to use Technology Sales tools to bring value proposition to Agents.
Agent Owner / Exclusive Agent
ALLSTATE INSURANCE COMPANY
02.2000 - 05.2006
- Owned and operated a small business as an Independent Insurance Agent - Promoted property and casualty insurance products
- Implemented Creative Marketing/Sales Strategies, Direct to Consumer Approach, and Business Development to build a $2.5 million premium agency in 3 and ½ years
- Hired multiple sales producers to leverage productivity
- Key Accomplishments: Sold Personal and Small Commercial P&C products to build profitable business with over $2.5 million in total premium
- Trained/managed five insurance producers to exceed target growth goals within the first year of running the agency
- Implemented new Marketing Strategies, and Increased account profit margins by 30% each year.
- Followed up on customers' inquiries to assess satisfaction with provided solutions.
- Handled and promptly resolved customer complaints to maintain professional relationships.
Service Operations Manager of Mail Order Pharmacy Services
CAREMARK Healthcare Management Services
Education
MBA - Sales And Marketing Education
University of Phoenix
Phoenix, AZ10.2001
Business Development Certification - Business Administration And Management
Arizona State University, ASU
Tempe, AZ03.2000
Skills
- Leadership Strategic Management
- Marketing and Business Development
- Sales Distribution Channel Management
- AI Workflow & CRM Automation Development
- Expert in Sales & Marketing Automation Workflow
- B2B Account Relationship Management
- Team Leadership and Staff Development
- Social Media Engagement Marketing
Awards
Top (#1) Regional Sales Manager with Iroquois Group - Southwest Region (2014, 2015, 2016, 2017) Travelers Personal Insurance High Achiever Award 2012 Circle of Success-2009 - Award for Outstanding Performance in 2009 Honor Ring - 2009. Top Regional Sales Manager for the southern region (MetLife) MetLife Regional Sales Manager of the year 2007, and 2009 Advanced Leadership Development Program Graduate
Timeline
Founder & CEO
EzyTise
03.2021 - Current
REGIONAL SALES MANAGER
IROQUOIS GROUP. (IQ)
04.2014 - 06.2021
SALES ACCOUNT EXECUTIVE
TRAVELERS INSURANCE COMPANY.
04.2011 - 01.2013
REGIONAL SALES MANAGER
METLIFE
06.2007 - 04.2011
BUSINESS CONSULTANT
NATIONWIDE INSURANCE COMPANY
02.2006 - 06.2007
Agent Owner / Exclusive Agent
ALLSTATE INSURANCE COMPANY
02.2000 - 05.2006
Service Operations Manager of Mail Order Pharmacy Services
CAREMARK Healthcare Management Services
MBA - Sales And Marketing Education
University of Phoenix
Business Development Certification - Business Administration And Management
Arizona State University, ASU
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