Seasoned professional in general and operations management with comprehensive experience leading teams, optimizing processes, and exceeding growth goals. Skilled in strategic planning, staff development, and operational efficiency, consistently improving workflow and reducing costs. Proven track record of enhancing overall business performance through effective leadership and innovative problem-solving.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sales Agent
Fcis Insurance
Forest City, IA
03.2017 - Current
Led discussions with prospective clients over phone calls and face-to-face to sell insurance products.
Evaluated prospective clients' insurance necessities and suggested tailored policies.
Compiled and organized various essential insurance documentation.
Coordinated with carriers to create policies that met specific appetites and guidelines.
Traveled as needed to various events and enterprise locations for job responsibilities.
Oversaw Tobin Agency operations following its acquisition between 2020 and 2022.
Supervised Tobin Agency staff, managed schedules, assigned roles, reviewed objectives and took disciplinary action when necessary.
Fulfilled management responsibilities while maintaining performance as a sales agent.
The 'Tobin Agency' brand was discontinued in July 2022. Management and reporting were shifted to FCIS enterprise staff.
Underwriter I
National Interstate Insurance
Richfield, OH
08.2001 - 02.2017
Served as RV Underwriter from 2014 thru 2017. Helped the product management team improve the loss ratio through equitable underwriting practices.
Maintained up-to-date knowledge of industry trends, regulations and compliance requirements.
Leveraged customers' history, industry, and demographic information to calculate appropriate renewal rates or take underwriting action as needed based on appetite.
I was an outside marketing representative from 2010 to 2014. Built rapport with existing RV specialist agent partners and was able to grow the number of partner agents during my tenure.
Worked with partner agents to set and achieve manageable growth goals to achieve performance contingencies.
Travel to partner agencies as needed to maintain relationships and ensure compliance with underwriting and documentation requirements.
Role included developing continuing education content approved by various departments of insurance and presenting material to partner agents. Also included reporting CE credit to appropriate agencies.
Managed an internal service team of licensed agents to dedicated provide support on a fee basis to agent partners. I managed this team from 2008 to 2010.
Was the companies first inside sales agent for an internal agency that specialized in RV insurance. Filled this role from 2001 thru 2009.
Responsible for building rapport with prospective clients and offering them insurance solutions to meet their needs.
Travel to and from trade shows and events to promote company products and services.
Education
Some College (No Degree) - Aeronautical Engineering
University of Akron
Akron, OH
01-1995
Engineering Drafting & Design
Hoover Vocational School
Canton, OH
01-1993
High School Diploma -
Lake High School
Uniontown, OH
01-1993
Skills
CRM software usage
Asset protection expertise
Client needs analysis
Upselling
Professionalism and ethics
Licensed insurance agent
Marketing management
Microsoft Office
Affiliations
Camping
Fishing
Auto Mechanics & Motor Sports
College Football
Accomplishments
Eagle Scout
Certification
Licensed Insurance Agent
References
References available upon request.
Timeline
Sales Agent
Fcis Insurance
03.2017 - Current
Underwriter I
National Interstate Insurance
08.2001 - 02.2017
Some College (No Degree) - Aeronautical Engineering