Sales Insurance
Resume:
T ony Taylor
Pearland, TX
***********@*****.***
Objective
To obtain a position that will afford me the opportunity for personal growth and
development. I t should challenge my intellect and improve upon existing leadership skills.
Health care, Property Casualty, or any other Industry that requires strategic account
management will be given consideration.
Experience
Nationwide Insurance /Mur ray Agency
5/12 - Current
B roker – Large Property & Casualty/Employee Benefits opportunities
• Responsible for new business sales in the Middle to Large market P&C /Employee
Benefits space.
• Client acquisition achieved from a consultative approach, where the r isk is
i nterviewed and the action plan designed.
• Research of pending claims and initial reporting for clients.
• In terview stakeholders to probe for likes and dislikes.
• Prepare submission for various markets.
• Engage internal /external resources and put together action plan.
• Findings are presented with recommended directions.
• See client through pre/post implementation and insure that no action i tems are left
u naccounted for.
Jordan & Jordan Insurance Group- Health & Life/Property & Casualty
10/2010 – 7/2011
Vice President of Sales/Account Management
• Responsible for new business sales in the Middle to Large market P&C /Employee
Benefits space.
• Client acquisition achieved from a consultative approach, where the r isk is
i nterviewed and the action plan designed.
• Research of pending claims and initial reporting for clients.
• In terview stakeholders to probe for likes and dislikes.
• Prepare submission for various markets.
• Engage internal /external resources and put together action plan.
• Findings are presented with recommended directions.
• See client through pre/post implementation and insure that no action i tems are left
u naccounted for.
Xerox Global Services 4/2008 –
10/2010
Consultant
• Developed the client relationship and close our pending business offering.
• Learned the specific client issues, interview stake holders and formulate action plan .
• Maintained client satisfaction, service delivery quality, revenue growth and financial
p rofitability.
• Provided coaching and continuous development across Xerox Global Services and
external business partners.
• Presented expert-level knowledge and understanding of clients’ business model,
i ndustry-specific business processes, selling methodologies and delivery process to
develop and implement solutions to positively affect their challenges.
• Worked to foster Strong partnership and credibili ty within all levels of the clients
organization.
• 50% of time spent developing new business. – working with clients and account
teams in presentations, scope of work, seminars, and client communications.
• 25% of time billing at the project management and assessment /reporting level.
• 25% of time spent developing strategy, facilitating recruitment and coaching, and
sharing expert domain knowledge across Xerox Global Services.
New business secured while with Xerox
Commercial Metals Corp 8,000,000.00
Dr. Pepper Snapple 1,700,000.00
Block Buster Video 1,500.000.00
Atrium Door & Window 500,000
Accounts managed
Neiman Marcus
Dallas County Hospital System
Br inker International
Hub international 7/2006 –
4/2008
Vice President of Sales / Life & Health Property & Casualty
• Developed, managed, and guided sales activit ies for the organization.
• Proposed and executed policies and programs to achieve maximum sales volume
potential for products and/or services.
• Designed and applied the sales strategy and sales plan.
• Responsible for a large book of business with a variety of industries being serviced.
Wausau Insurance Companies
3/2003 – 7/2006
• Account Representative - Property & Casualty/ Life & Health
Performed client renewal and Client Service Inst ruction preparation for assigned
clients.
• Coordinated pricing, prepared stewardship reports and field all requests by the
client.
• Coordinate client invoicing, audits and accounts receivables.
• Educated the client on loss drivers impacting programs, and recommended
m itigation strategy.
• Led and directed all project activity.
• Acted as primary client contact with focus on maintaining and improving overall
customer satisfaction. Identified issues that impact customer satisfaction; solicited
cross selling opportunities.
• Provided support, guidance, leadership, and motivation to promote maximum
performance.
Notable achievements
• Selected by the Company as a “Rising Star”
• 2005 Leadership Qualifier during fi rst full year of production by being in the top
15%
$150K Revenue wri t ten. Individual plan numbers were met by October.
• Chosen to participate in Mentor/Mentee program (first class ever).
• Wrote the largest direct writ ten account in Texas since 1987.
• Average prospect size generated $30 to 40K in revenue.
• Exceeded job expectations every quarter, as indicated in my peer review.
• Member of RIMS and Dallas Chamber of Commerce.
• Active Member of the In roads DFW Affiliate.
Expeditors - Chicago, I L
10/2001 – 2/2002
M idwest Regional I nsurance Manager
• Responsible for Cargo Insurance sales in the M idwest.
• Retention calls, prospecting, profit & loss, forecasting, conducting branch t raining
and ter r i tory planning.
• Region saw immediate growth after my acquisition. Insurance quotes went up by
75% and a 50% increase in insurance revenue.
Liberty Mutual – Chicago, I L 5/1998 –
10/2001
Account Sales Executive (Property & Casualty)
• New business commercial sales renewals and account servicing for Large
Commercial Auto and Worker’s Compensation.
• Responsible for a $3 million book of business which maintained a 90% retention rate.
• New business quota for 01/01 was $500K actual amount recorded exceeded $2.5
m illion.
• Terri tory management, forecasting, and assuring service goals were met.
• Prospecting, reviewing financial statements, policy production, account strategy
sessions, audits, account receivables and account payables.
• Certificates of insurance, pay plans, letters of credit, completing underwri ting
applications, claim reviews, TPA administration and loss control programs.
• Top ten producer throughout my tenure in the third largest market.
Notable achievements
• 25 Submissions per quar ter
• Rate level increases 29% Auto and 14% worker’s compensation
• Retention of 90%
• Total new business $1,050,000
Active l icense Holder of the following
Life & Health
P roperty & Casualty
E ducation
Bachelor of Science - Southern I ll inois University
Degree obtained in two and a half years.
98 I N ROADS I NC Chicago Alumni
US ARMY Paratrooper, Special Operations
Vicenza, I taly
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