Strong oral and written communication skills with great attention for detail. Ability to grow and maintain agency relationships through superior customer service, value added services, while leveraging agency relationships to maximize growth and retention.
Overview
22
22
years of professional experience
Work History
Territory Manager
Travelers Insurance Companies
Chicago
07.2018 - Current
Developed and executed territory sales strategies to maximize market penetration under Travelers Technology Insurance offerings within a 100 million dollar territory in Illinois and Wisconsin.
Established successful agency relationships by building rapport and maintaining consistent communication with target classes, new product offerings, lead generation, value added services, and visibility.
Achieved annual new sales goals 7 out of 8 years and was Territory Manager of the year for Central Region in 2020 with 3 million in New Business Binds.
Attended trade shows and industry events to promote company products and services.
Mentored younger underwriters on the team with Prospect MGMT, New Business Inventory MGMT. Ran Bi-weekly New Business and Prospecting calls to identify and strategize what accounts we want in the door and what is needed to bind accounts already in the door.
Sr. Marketing Representative
Philadelphia Insurance Companies
Naperville
01.2010 - 03.2018
Business Development:
Managed a $20 million dollar territory of over 75 independent agents. Responsible for agency growth, retention and overall book profitability to maximize agency profit share opportunities.
Actively, prospected new agency contracts that aligned with PHLY’s core competencies, backed with viable business plans for rapid agency development.
Provided agency training in PHLY core strengths from: underwriting appetite, target market segments, risk mgmt capabilities, claims services, online point of sales, and conducting continuing education sessions.
Regularly, worked with underwriting, key producers, and insured’s to promote PHLY’s brand and value proposition.
Sales Production:
Met new business and retention goals regularly through strong agency relationships, superior customer service, high visibility, and cross marketing PHLY’s ancillary products to active PHLY insured’s, maximizing account revenues.
Actively, looked for books of business in which PHLY could onboard as a new product. In 2013 I played an integral part with on-boarding a 2 million dollar book of Aerial Lift business, which continually performed at or below 35% loss ratios. In 2014 I secured a 1.5 million dollar book roll of limousine business and this agency became one of our top trading partners in the limo space.
Over an 8-year period I averaged 2.9 million in annual organic new business sales, not including workers compensation. Continually, lead the region in loss ratio performance by building a casualty driven book of business and actively working with my agency force on claims mgmt and risk mgmt services.
Relationships: Strong ability to leverage key agency relationships to capitalize on new business opportunities and renewal retentions, through strategic business planning which grant key trading partners to maximize their profitability with Philadelphia Insurance Companies.
P&C Commercial Sales
Arthur J. Gallagher
Itasca
03.2009 - 12.2009
Managed $300k Revenue Book of Business
Strong understanding of Risk Retention Plans, Large Deductibles and Guaranteed Cost Programs.
Duties Include: Market negotiation, analyzing loss trends, coverage reviews, prospecting, developing stewardship reports, facilitating claims reviews and closely working with underwriting to deliver appropriate coverage’s and pricing that meet my client needs.
Key client base includes: 25k-50k in agency revenue.
Responsible for obtaining new business, retention, and servicing a book of business for medium to large corporations.
Sr. Account Representative, Commercial Sales
Liberty Mutual Group
Chicago
05.2004 - 03.2009
Specifically selling to businesses with 50 to 100 employees for all their business insurance needs.
Responsibilities include: cold calling, reviewing clients insurance programs for adequate coverage’s. Monitoring claims through quarterly claims reviews. Closely worked with Risk MGMT, Claims and Underwriting to develop tailored service plans for insured’s to easily track their results through Liberty’s value propositions.
Promoted in March of 2005 to an Account Representative with no book of business.
Core Competencies: Delivering viable workers compensations solutions to middle market businesses designed to reduce experience modifications, increase safer work places and reduce clients overall cost of insurance.
2008 Through October $610k in New Business exceeding quota by 20%, 32 prospects quoted, 7 sold
2007 Sold $1.4million in New Business exceeding quota by 110%, 33 quoted prospects, 10 sold.
2006 Sold $615k in New Business exceeding quota by 25%, 24 quoted prospects, 6 sold
2007 Earned a special recognition trip for outstanding results for new business sold and prospect penetration