Stephen Green

• Delivered tailored insurance solutions across commercial and personal lines, specializing in risk management strategies.
• Increased client retention by 25% through strategic relationship management and personalized service.
• Cultivated long-term partnerships, managing over 500 commercial clients with a 95% retention rate.
• Collaborated with marketing teams to generate a 30% increase in new client acquisition through social media, seminars and direct marketing.

• Managed a portfolio of P&C clients, driving a 20% increase in revenue through targeted insurance solutions.
• Maintained 95% client retention post-acquisition, ensuring smooth transitions and satisfaction.
• Led marketing initiatives, contributing to a 25% increase in business outreach.
• Resolved customer complaints in a timely manner.
• Drafted proposals outlining services, costs, and benefits for prospective customers.
• Maintained accurate records of all customer interactions in the CRM system.

• Helped manage my own life, annuity, health and a friends independent brokerage commercial & personal lines, growing the client base by 40% through personalized service and innovative marketing. (P&C company bought by Ample)
• Partnered with P&C firm, leading to a 30% improvement in Direct mail & social media-driven client acquisitions.

The owner successfully sold the brokerage, ensuring a 98% client retention rate during the transition.

• Rapidly advanced from Insurance Agent to GM in Training, leading a team of 30 professionals to achieve a 30% increase in quarterly sales.
• Trained and developed new recruits, improving onboarding efficiency by 50% and reducing training time by 20%.
• Implemented marketing strategies that increased policy sales by 15% year-over-year.
• Led a sales team to generate a $1.2 million annual revenue increase, surpassing company goals.
• Took initiative in full-cycle recruiting, including sourcing, interviewing, and hiring top talent to build a high-performing team.
• Designed and delivered comprehensive training programs that ensured all new hires were quickly equipped to contribute to the company’s success.
• Spearheaded marketing campaigns that not only boosted policy sales but also enhanced brand visibility and customer engagement.
• Fostered a collaborative and motivating team environment, resulting in improved morale and reduced employee turnover.

• Managed over 1000 construction projects, ensuring 95% on-time delivery and high-quality standards.
• Monitored budgets, tracked expenditures and prepared financial reports related to construction activities.
• Worked closely with city officials regarding permits required for various types of construction projects.

• Honorably discharged. Served in Operation Desert Storm, demonstrating leadership, discipline and operational excellence.