Tara McCoy
Summary
Results-driven insurance executive with 25 years of experience in distribution growth and operational transformation. Delivered over $25M in premium growth and launched multi-state markets while revitalizing underperforming territories. Expert in building high-performing teams and enhancing broker partnerships to drive revenue and improve client experience.
Overview
25
25
years of professional experience
Work History
Vice President, Director of Operations & Client Experience
Dexter & Company
Dallas
12.2023 - Current
- Lead operational transformation for multi-line independent insurance agency overseeing commercial, personal, benefits, and claims operations.
- Collaborated with executive leadership to develop scalable operational infrastructure that supports agency growth.
- Reorganized internal service structure, enhancing responsiveness and operational consistency across departments.
- Implemented workflow improvements and communication processes that reduced operational friction and improved service delivery.
- Strengthened carrier partnerships through contract renegotiations and optimized contingency agreements, improving collaboration and service delivery.
Regional Executive, South Central
Vault Insurance Company
St. Petersburg
09.2019 - 12.2023
- Generated $25M in premium growth within three years by expanding distribution networks and broker partnerships.
- Launched six new state markets, establishing underwriting, operational, and distribution frameworks to support expansion efforts.
- Doubled regional production plan year-over-year while cultivating top-performing team in engagement and quote flow.
- Directed growth strategy for six-state $50M premium region, overseeing team of 16 in sales, underwriting, claims, and risk management to achieve regional objectives.
Assistant Vice President, Business Development Manager
Chubb
Dallas
06.2014 - 09.2019
- Managed high-net-worth distribution strategy across 22 brokers, generating $75M in premiums.
- Developed 47+ Centers of Influence partnerships expanding broker production.
- Developed 47 Centers of Influence partnerships, increasing broker production.
- Led Salesforce adoption, enhancing CRM visibility and pipeline management.
Senior Territory Manager
Safeco Insurance / Liberty Mutual
Dallas
01.2001 - 06.2014
- Achieved 16% increase in new business and raised cross-sell performance to 69%.
- Managed distribution relationships with 18 brokerage firms, facilitating $250M in premium generation.
- Cut loss ratio by 12% over two years while growing territory production.
Education
Bachelor of Science - Business Administration
University of Tulsa
Tulsa, OKSkills
- Salesforce
- HubSpot
- Operational transformation
- Service structure optimization
- Contract negotiation
- Client relationship management
- Tableau
- Looker
Websites
Core Leadership Capabilities
- Distribution Strategy & Market Expansion
- Sales Leadership & Broker Development
- Operational Transformation
- P&L Leadership
- Strategic Partnerships & Contract Negotiation
- High-Performance Team Development
- Client Experience & Retention
- Change Management
Timeline
Vice President, Director of Operations & Client Experience
Dexter & Company
12.2023 - Current
Regional Executive, South Central
Vault Insurance Company
09.2019 - 12.2023
Assistant Vice President, Business Development Manager
Chubb
06.2014 - 09.2019
Senior Territory Manager
Safeco Insurance / Liberty Mutual
01.2001 - 06.2014
Bachelor of Science - Business Administration
University of Tulsa