CAREER FOCUS
Proven sales professional/account executive with extensive experience in
insurance and business-to-business sales is seeking an opportunity to be
part of a reputable organization in account management, marketing and/or
sales.
EXPERIENCE
NATIONWIDE INSURANCE 9/09 to Present
Principal Agent - Agency Capital Builder Program
Participating in the 18 to 24 months Agency Capital Builder Training
& Development Program.
Attended onsite and offsite training to obtain On Your Side Agency
Certification. Obtained Agri-business certification in November
2009.
Responsible for daily and weekly marketing, prospecting and
achieving aggressive monthly production requirements.
Agency Marketing activities include general advertising, community
activation, centers of influence activation, lead generation and
follow-up, development and marketing to affinity groups.
Required to report and track all cumulative performance objectives
on a monthly basis.
FIELDEDDY INSURANCE, East Longmeadow, MA 3/07 to 9/09
Account Executive
Responsible for new business development of property and casualty
business.
Create risk management strategies and select cost effective
approaches for managing the risks of uncertainty through transfer,
mitigation, avoidance and acceptance of some or all of the
consequences from accidents or unforeseen events.
Negotiate most favorable coverage terms and pricing with insurance
carriers.
Prepare and present comprehensive insurance proposals to existing
clients and to prospects.
Attend industry specific classes and/or obtain industry designations
such as ARM to fulfill continuing education requirements for
insurance licensing.
SENTRY INSURANCE, Stevens Point, WI 6/04 to 2/07
Business Products Specialist - Western Mass,
Berkshires and North of Worcester
Developed premium base in territory from inheriting 9 accounts to
growing the base to over 40 accounts in two years.
Performed market survey and analyzed territory.
Prospected and developed relationships with targeted business
owners.
Bridged to other Sentry product lines - retirement planning, group
employee benefits and individual life products.
SMITH BROTHER INSURANCE, INC., Glastonbury, CT 4/02 to 6/04
Executive Marketer
Marketed and placed all new business and renewal commercial
business. New business hit ratio was 60% with renewal ratio in
excess of 90%.
Responsible for the complete marketing from submission to final
negotiations with insurance companies.
Instrumental with assisting Producers/Sales professionals with
selling strategies, presentation and final negotiations.
Participated in presentations (pre-proposal & proposal) on a
case-by-case basis and it was proven that my involvement yielded
higher success ratio in gaining new accounts.
OTHER RELATIVE EXPERIENCE:
INSURANCE CENTER OF NEW ENGLAND, W. SPFLD., MA 11/00 - 3/02
Marketing Director (Commercial Lines)
GZA GEOENVIRONMENTAL INC., NORWOOD, MA 8/97 - 11/00
Property & Casualty Risk Manager
WILLIS, BOSTON, MA 5/93-8/97
Account Manager (Risk Management Department)
MARSH, BOSTON, MA 3/89-4/93
Client Representative (Insurance Brokerage Department)
EDUCATION
University of Massachusetts -Amherst
Bachelor of Business Administration from the Isenberg School of Business
Major: Finance
LICENSING:
MA & CT Licensed Insurance Broker for Property & Casualty, Health, Life &
Accident
INTERESTS
Golf, sports and reading