Suzanne L. Swafford
**** ****** ***** ***** *****, Unit 57, Denver, CO 80231
303-***-**** (H) - 303-***-**** (c) - acrfwr@r.postjobfree.com
PROFESSIONAL EXPERIENCE
Rocky Mountain Insurance Specialists, Inc. 2009 -
Present
Denver, CO
New, Commercial and Personal Lines Insurance Brokerage
Sr. Vice President
Assisted Former Allstate Personal Lines Producer to set up and manage a new
commercial insurance brokerage operation. Produced new accounts, serviced
and maintained relationships with a purchased book of commercial insurance
accounts, developed new procedures for retention and used marketing
relationships to bring new commercial brokerage insurance companies to the
agency. Hired service and production personnel.
Associates Group of Companies 2008 - 2009
Denver, CO
Regional Financial Services and Insurance Brokerage.
Sr. Vice President-Production - Commercial Lines
Cross Sell and manage a new commercial insurance operation within an
established regional firm. Responsible for personnel, sales, client
service, market liaisons, training, buying and implementing agency
management computer systems. Research and development of risk management
systems and practices, including loss prevention, client education,
training and incident matrix.
CBIZ Insurance Services, Inc., Subsidiary of CBIZ, Inc. 2004 -
2008
Cleveland, OH
Publicly traded U.S. insurance broker subsidiary of business services firm
to include accounting, payroll, human resources outsourcing, and insurance
and benefits. 18th largest insurance broker in US.
Vice President and Director/Agency Manager
Started Denver office of commercial insurance broker for this company.
Built commercial insurance business as well as cross sold other CBIZ
services to commercial accounts. Built cross-service line teams and sold
multiple services to clients through team selling and service standards.
Provided prospecting and servicing training programs at national
conferences. Developed risk management programs for Fortune 1000 accounts
and sold. Marketed and sold insurance coverages to complex international
risks and financial institutions. Developed large book of business in Los
Angeles, CA and supported CBIZ offices in CA for property/casualty
insurance needs of their customers. Developed proprietary programs. Drove
sales and service through management processes and planning.
Talbot Insurance (Now merged into publicly traded Hub International Group)
2002 - 2004
Chicago, IL/Denver, CO
Now merged into publicly traded Hub International Group.
Commercial insurance brokerage in Denver, Colorado.
Vice President/ Production and Team Leader.
Created new business by calling on C-Level management to discover needs in
areas of directors and officers liability, errors and omissions coverage,
products liability and general liability/property insurance. Management
functions for team included recruiting, hiring, performance evaluation, and
training. Developed marketing standards, proposal standards and
implemented standards for client retention. P&L responsibility for team and
unit. Worked with large REIT's to design complex risk management insurance
program. Expertise in Global Insurance programs and with large commercial
accounts.
Richmond American Homes/MDC Corporation 2000-2002
Denver, CO
Independent insurance agency owned by homebuilder.
Agency Manager/Vice President
Responsible for agency operations. Made profit for agency for first time
in its two-year history. Diversified product lines, as well as carriers.
Maintained large personal lines book of business, as well as adding almost
$2 million in new business. Personnel and management included as part of
operations. Responsible for problem solving and part of executive team for
Richmond American as a whole.
Sisk & Company, Inc. 1999-2000
Denver, CO
Senior Vice President
Assisted in development of new large accounts, servicing book of business
from Willis and training new producers in risk management and placement and
design of insurance programs. Responsible for marketing, sales and
customer/company relations.
Willis Corroon Corporation of Colorado 1997-1999
Denver, CO
Senior Vice President
Senior member of the executive team selected to open and staff Willis
Corroon's new Denver operation. Left Aon with 17 others to open a Denver
office for this international top 10 insurance broker. With in two years,
the office was closed due to the company taking itself back into private
ownership and closing eight US offices at the time.
Involved in all areas of management, human resources, sales, sales
management, marketing and budgeting. Also involved in customer service,
insurance company liaison, training and education and employee development.
Profit/loss accountability for the branch.
AON RISK SERVICES 1980-1997
Denver, CO
Senior Vice President/ Vice President/ Director of Gaming & Hospitality
Division, Director of Energy Division/ Assistant Vice President/ Account
Executive/ Marketing Director/ Account Specialist/ Account Assistant
This company is now the second largest insurance broker in the US. Worked
with AON through several of its incarnations prior to becoming and after
becoming AON, Inc. Started with Alexander and Alexander, Inc. in Denver, CO
in 1980. (Now AON).
Other business experience:
Alexander and Alexander, Inc. (Now part of AON Risk Services)
Dairyland Insurance Company-Sentry Insurance Company
Allstate Insurance Company-Management Training Program
Marsh and McLennan, Inc.-Client Service Associate
EDUCATION
MAOM- Masters in Organizational Management- 2004- University of Phoenix -
GPA 3.97 included work in Law and Human Resources as well as case studies
and work with large corporations.
Bachelor of Arts, Sociology/Social Work - with emphasis in pediatric
medical area - University of Wisconsin, Madison
Many continuing education classes and seminars in all fields. Consultative
Selling Skills Trainer, Presentation Skills Trainer, Leadership Trainer.
Insurance Internship in Lloyds of London- Energy and Marine Dept. and
Professional Liability area.
INDUSTRY AFFILIATIONS/DESIGNATIONS
CIC, Society of Certified Insurance Counselors - since 1984 -
National Association of Insurance Women - since 1982 - NAIW, CPIW
SHRM, Member - Society of Human Resource Managers
Licensed Property/Casualty & Health/Life Insurance Broker in Colorado and
20 other non-resident states
Licensed Surplus Lines Broker- Colorado
AON Excellence Awards - 1992-95; Junior Achievement Volunteer Teacher
Member of CBIZ Producer Advisory Task Force-Chairman's Committee.
APW - Alliance of Professional Women - Women's Networking Group in Denver,
CO
Member- University of Wisconsin Alumni - Denver, CO
Facilitator-Volunteer-Fisher Seminars-Denver, CO
9Cares/Colorado Shares Corporate Challenge Volunteer - 2007 & 2008
Currently pursuing faculty appointment with Society of CIC and with
University of Phoenix for occasional classes.