PHILLIP WILLIAMS
Moore,OK
Summary
Dedicated Insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
15
15
years of professional experience
Work History
Director of Operations & Client Development Manager
Frates Irwin Risk Management Solutions
04.2021 - Current
- Oversees $10M+ revenue agency consisting of 45 people and leads all aspects of the agency
- Increased revenue by $3M in three years by influencing team goals through formalized training plans, coaching, and performance management
- Drive agency and 100+ carriers to maximize revenue by strategically directing business based on appetite and knowledge of markets
- Collaborates with senior management to develop and execute long-term corporate goals and objectives.
Client Development Manager
Frates Irwin Risk Management Solutions
10.2015 - Current
- Collaborated with upper management to implement continuous improvements and exceed team goals
- Liaised with sales, marketing, and management teams to implement new business goals, develop solutions and accomplish shared objectives
- Built relationships with customers and community to establish long-term business growth
- Managed revenue models, process flows, operations support and customer engagement strategies
- Built relationships with customers and community to establish long-term business growth
Commercial & Personal Lines
Frates Irwin Risk Management Solutions
02.2008 - 10.2015
- Multiple” Producer Account Manager (Established and New Producer)
- Market, service, develop and retain assigned accounts and new accounts in coordination with established and new producers
- Support agency account rounding and retention objectives, as well as targeted mix of business, underwriting guidelines, and volume commitments
- Retain and develop accounts by making recommendations regarding effective risk handling to the Producer.
Education
Business Administration And Management
The University of Oklahoma
Certified Insurance Counselor/CIC -
The National Alliance
2015
Certified Insurance Service Representative/CISR - Administration & Management
The National Alliance
2012
Skills
- Sales Quota Management
- Client Satisfaction
- Account and Territory Management
- Strategic Networking
- Revenue Growth
- Project Analysis
- Employee Management
- Team Recruiting and Onboarding
Timeline
Director of Operations & Client Development Manager
Frates Irwin Risk Management Solutions
04.2021 - Current
Client Development Manager
Frates Irwin Risk Management Solutions
10.2015 - Current
Commercial & Personal Lines
Frates Irwin Risk Management Solutions
02.2008 - 10.2015
Business Administration And Management
The University of Oklahoma
Certified Insurance Counselor/CIC -
The National Alliance
Certified Insurance Service Representative/CISR - Administration & Management
The National Alliance
Similar Profiles
Monique BillingsleaMonique Billingslea
Independent Insurance Agent at Strategic Risk Management SolutionsIndependent Insurance Agent at Strategic Risk Management Solutions
Michael StachowiakMichael Stachowiak
Independent Insurance Adjuster at Global Risk Management SolutionsIndependent Insurance Adjuster at Global Risk Management Solutions
Mirette EdwardMirette Edward
Global Human Resources Analyst at RSA Cybersecurity and Digital Risk Management SolutionsGlobal Human Resources Analyst at RSA Cybersecurity and Digital Risk Management Solutions