Customer Service Sales
Resume:
Bryce B. Jackson
*** *** **** ***** *****, Warwick, RI 02888
***********@*****.***
SUMMARY OF QUALIFICATIONS
Goal-oriented, dynamic, and motivated consultative manager who excels in the development of sales channels
and product volume within the insurance, benefits, and financial services industries. Fosters positive
relationships with existing customers and staff to ensure loyalty. Flexible communicator equally comfortable
presenting complex strategies to senior executives or explaining detailed program information to managers and
line employees. Highly responsive and adept troubleshooter with a sense of urgency to turn customer
emergencies into opportunities to gain mutual benefit. Fully-licensed Property/Casualty, Life/Health insurance
producer in MA & RI.
Key Accounts Negotiations Training
Account Management Customer Service Technical Support
Relationship Management Supplier Management Project Management
PROFESSIONAL EXPERIENCE
NATIONS HERITAGE FEDERAL CREDIT UNION, Attleboro, MA 2006 to present
Full-service financial institution owned by members
Regional Business Development / Branch Operations Manager
Manage and direct all branch activities including ongoing implementation of a sales and service culture. Train,
coach, and develop 10- to 15-member branch staff to sell financial products including insurance, investment
products and credit services. Manage and optimize workflows and processes to increase credit union staff
efficiency and heighten member customer satisfaction. Serve as primary human resources and employee
benefits contact for the branch.
Concurrent with client delivery, serve as principal sales and relationship manager for the region. Cultivate and
develop customer relationships to increase account utilization and market penetration. Work with corporate
marketing, sales and operations teams to create, modify and promote programs that address the evolving needs
of the target market. Develop symbiotic relationships with related area businesses to most effectively promote
product lines and drive new business. Train member customers and potential customers to get the most value for
their investment.
In 2007, executed and managed the opening of largest Nations Heritage Credit Union branch
including selection, training, orientation, development and management of all branch operations
personnel
Attained $6M in deposits, exceeding branch deposit goal of $2.8M, by executing an aggressive
community relations initiative involving leadership roles within the Tri-Town Chamber of
Commerce and the Rotary Club of Mansfield
Increase sales by educating customers and employees on services offered by on-site third party
financial planning and insurance vendors
CUNA MUTUAL GROUP, Madison, WI 2002 to 2006
Credit Union National Association (CUNA) is the leading provider of financial services to cooperatives, credit
unions, their members, and valued customers worldwide
Relationship Manager Insurance and Benefits
Resume of Bryce B. Jackson page two of two
PROFESSIONAL EXPERIENCE (continued)
Took over and resurrected territory that had been uncovered the previous 18 months. Marketed, communicated,
distributed and serviced benefits and insurance plans including executive compensation, health, long-term care,
flexible spending, health reimbursement, disability, property & casualty, pension, and 401(k). Oversaw IT
support for software and web interfaces installed at client sites.
Acquired and developed new business through direct client contact and via partnerships with
Members Insurance Agency, MA Credit Union League, RI Credit Union League, and CT Credit
Union League
Awarded Territory of the Year in recognition of finishing #1 of 7 regions in total revenue 2001,
2002, 2004 despite working autonomously from a remote office that required travel to clients
meetings, conferences and industry events
With 8-member product-line and support staff, brokered third-party relationships with providers
including Blue Cross/Blue Shield.
Implemented and conducted training programs with 20 partnering credit unions to increase
property/casualty sales, improving penetration from 75% to 95% within first year in the new
territory
Managed comprehensive growth strategy for 56 regional credit unions comprising ~200 locations;
increased relationship sales and provided expertise for positive revenue growth
Exceeded “MemberConnect” (Property/Casualty, AD & D, Term Life Insurance) goal by 200%, in
2005 by leveraging newly enhanced partnership with Liberty Mutual to target customers without
similarly strong affinities or agency partners
Selected as one (of three) “Executives on the Move” in 2005 by Credit Union Magazine in
acknowledgement of excellent work performance and superior academic progress in CUNA’s
graduate management program
WILLIS OF MASSACHUSETTS, Inc., Boston, MA 2001 to 2002
Global insurance broker, delivering professional insurance, reinsurance, risk management, financial and
human resource consulting and actuarial services to corporations, public entities and institutions globally
Insurance Broker, Professional Liability Insurance
Prospected, developed and sold professional liability insurance to attorneys. Conducted investigation, analyzed
exposure, assessed pricing and performed negotiation while providing optimal customer service as liaison
between insurer and sub-brokers.
Generated over 95% retention rate quarter-to-quarter, increasing overall profits by 35%
Managed renewal program and led new business development for law firms of intimate size (1-10
attorneys)
EDUCATION
Principia College, Elsah, IL
Bachelor of Arts Degree in Anthropology/Sociology 1994
University of Wisconsin, Madison, WI
Graduate School of Business, CUNA Management School 2006
MEMBERSHIPS
Tri-Town Chamber Ambassador (2006-2007)
Tri-Town Chamber Membership Committee, Vice Chair (2007)
Tri-Town Chamber Member Board of Directors 2008
Tri-Town Chamber Executive Board Member (2009)
Rotary Club of Mansfield (Member 2007-2009)
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