Insurance Manager

Corporate Vision & Image / Team Leadership / Consensus Building

Best Practices Project Director / Human Resources / Workflow Optimization

Organizational Development / Employee Coach & Mentor

Profile

o Innovative 18 year career distinguished by promotions and challenging

assignments. Dynamic, motivated professional with expertise in

operations management, business relationships and client services.

Effect loyalty, efficiency, and high quality standards among staff

through personal example and leadership. Strong planning,

organizational, communication and interpersonal skills. Creative

problem solver.

o Strategic thinker and planner, able to quickly grasp needs and concerns

in vastly distinct areas of responsibility. Flexible and versatile;

poised and competent; resourceful and strong goal-oriented work ethics;

self-starter; ability to effectively lead, work independently or as

part of a team. Dynamic individual, adaptable to any business

situation; thrive in demanding environments; analytical thought process

with the ability to make critical decisions.

o Experienced team leader, coach, partner and mentor. Diplomatic and

tactful with customers, industry professionals and other employees at

all levels; able to resolve conflicts discreetly. Excellent team-

building skills.

o Consider the best Business Models to be built on solid relationships

with clients, industry peers and co-workers.

Professional Experience

Minard-Ames Insurance Services LLC, Phoenix, AZ 05/2006 - 10/2010

Commercial insurance agency serving the insurance, bonding, benefits and

financial planning needs of contractors, artisans and ancillary industries

for 28 years throughout Arizona and surrounding states.

Marketing Manager

Developed and effectively managed a newly created marketing department

leading to improved business relationships with Insurance Companies and

Wholesalers. Marketed all new business prospective accounts for Producers

as well as accompany Producers at various meetings with Prospects.

Assisted Account Managers with market selection and challenging renewals.

In process of finalizing requirements necessary for promotion to Commercial

Lines Manager.

o Received "Bridge Builder Award" due to outstanding improvement in

market relationships with carriers and wholesalers.

o Served as Team Leader of departmental representatives implementing an

agency workflows improvement project outlined in Best Practices Guide

to Agency Business Processes & Information Management (2008 Revised

Edition) by the Agents Council for Technology and IIABA Council for

Best Practices.

o Created, developed and monitored Cross-Selling and Large Customer Care

programs to increase revenue, further solidify customer retention, as

well as boost referral generation.

o Continuously consulting with General Manager regarding improvements to

company workflows and procedures.

o Initial contact for all incoming new business inquiries from

prospective clients.

The B&G Group, Inc., Plainview, NY 11/2004 - 11/2005

General insurance agency providing commercial and personal insurance,

benefits and financial planning for businesses and individuals in the New

York tri-state area for 37 years.

Team Leader/Senior Account Executive

Administered numerous client accounts of various sizes, up to $500,000 in

annual premium. Marketed all assigned new business prospects and renewals.

Promoted to Team Leader, overseeing 4 Account Executives, within 5 months.

o Provided exemplary client services including change requests, proposals

of insurance for clients' renewals, recommendation and cross-selling of

additional lines of insurance, review insurance requirements section of

customer contracts to be sure insurance policies were in compliance and

negotiate changes when necessary.

o Supervised 4 other Account Executives in their handling of clients;

prioritized and delegated daily and weekly workloads to team members

requiring status reports regularly.

o Maintained and strengthened existing relationships with Insurance

Company Representatives and Wholesalers; worked with Sales Team for new

business placements.

Aramarine Brokerage, Inc., New York, NY; Summit, NJ 11/1992 - 10/2004

Commercial insurance brokerage firm providing commercial insurance for

local, regional, national and international clients. Additionally, served

as program administrator for several insurance programs, including Federal

Risk Purchasing Groups, accessed by other brokerage firms and agencies, as

well as directly by Purchasing Group Members.

Executive Vice President (1994 - 2004); Controller (2000 - 2004); Assistant

Vice President (1992 - 1994)

Responsible for most corporate aspects of commercial insurance brokerage

company which generated approximately $100 million premium annually.

Supervised teams / staff of up to 30 employees spanning several

departments. Performed all Corporate Human Resource functions. Worked

with president to develop operational budget. Oversaw all general ledger

entries, invoicing, accounts payables, accounts receivables and payroll.

o Facilitated internal staff meetings in order to meet corporate

strategic goals. Prioritized and delegated daily, weekly and project

workloads; required status reports regularly.

o Responsible for all staff and management interviewing, hiring,

training, supervision, motivation and performance reviews. Decreased

turnover rates by matching skill sets required with those of

prospective employees. Counseled, promoted and tactfully disciplined

staff at all levels while maintaining confidentiality.

o Effectively supervised the administration of client accounts, including

National Accounts up to $8 million in annual premium, ensuring

excellent client service skills.

o Personally administered a national client account of $2 million in

annual premium, as well as numerous others; possess strong

communication skills leading to excellent rapport with customers and

retention of their business.

o Assisted in Creating Underwriting Guidelines and Formulating Policies

for Insurance Programs, some via Risk Purchasing Groups. Supervised

Underwriting Department; had executive authority to approve or decline

individual risks when approached with exceptions to guidelines.

o Revamped corporate General Ledger system resulting in improved

financial control and reporting mechanisms to the President.

Implemented and managed auditing team, which successfully audited and

balanced previous two years' ledgers.

o Maintained confidential records including employee files, insurance

company brokerage and agency agreements, co-brokering agreements and

other legal documents. Communicated with and assisted legal counsel on

corporate matters including state and federal government regulations.

Maintained corporate broker licenses files for approximately 40 states;

supervised the tracking and filing of renewal applications prior to

deadlines.

Industry Education

Institute of WorkComp Professionals May 2010

Certified WorkComp Specialist Designation (CWCS)

WebCE (Online) 2009 - 2010

Various Continuing Education Courses (self-improvement)

IRMI/WebCE In Progress

Construction Risk and Insurance Specialist Designation (CRIS)

Formal Education

Hofstra University, Hempstead, NY

Bachelor of Science Degree - Computer Science

State University of New York, Farmingdale, NY

Associate of Applied Science Degree - Computer Science

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