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Account Executive, Insurance, Underwriting

Location:
Shavertown, PA, 18708
Salary:
75000+
Posted:
July 28, 2017

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Resume:

BARRY T. WAGNER

** ********* ****, **********, ** 18708 Home: 570-***-****

Email: *******@****.*** Cell: 570-***-****

PROFESSIONAL SUMMARY

Demonstrated executive competencies include success in building and maintaining relationships with key corporate decision makers, sales, client consulting, accounting, general ledger and financials, billing operations, collections, developing and administering audit procedures, performing financial cost, growth and trend analysis, and most recently providing commercial and personal insurance and financial services to help businesses and consumers manage the risks of everyday life, recover from the unexpected and realize their dreams. PROFESSIONAL EXPERIENCE

Davis Insurance Agency, LLC, Clarks Summit, PA

Account Executive, December 2014 – Present

- Successfully prospected and wrote new commercial insurance accounts totaling $478,600 in new premium for the agency

- Consult with clients to develop plans to reduce total cost of risk and improve bottom lines for companies to be more attractive to the insurance and risk financing marketplace and obtain the most cost effective terms and conditions available

- Assist clients in implementing a systematic five-step risk management approach to reducing risk exposure and loss by conducting a comprehensive evaluation of client operations and services MassMutual Financial Group, Kingston, PA

Financial Services Professional, January 2016 – Present

- In partnership with Davis Insurance Agency, LLC, consult with commercial businesses in developing retirement, group life and disability plans

- Within three months of partnership, negotiated a $3.5 million 401(k) takeover State Farm, Wyoming, PA

Agent, June 2013 – November 2014

- Owned and operated a new market State Farm insurance and financial services agency

- Successfully obtained property and casualty, life, accident and health, Series 6 and 63 and mortgage licenses

- Within ten months, grew new market agency to 371 autos, 157 tenant/homeowner/commercial, 34 life/health, 26 bank deposits/loans and $323,000 in new money mutual fund assets under management CSG International, Inc., Englewood, CO

Account Executive, May 2005 – January 2013

- Managed remotely 45 accounts in North America representing $9.6 million in annual revenue in licensed and managed services environment for carrier access billing system (CABS), subscriber billing and customer relationship management (CRM), activation and mediation solutions as well as business process outsourcing services

- Expanded the existing product footprint and sold new products into CSG accounts under my management

- Achieved $1M + annual sales targets for accounts under my management

- Provided product demonstrations and training, prepared pricing proposals, contract development and renewals, statements of work, change management, gross margin analysis and revenue forecast projections for new and existing clients

BTW Consulting Services, Shavertown, PA

Telecommunications Consultant, June 2003 – May 2005

- Developed a telecommunications consulting business that successfully negotiated and fulfilled a $1.2 million contract with a major telecommunications provider within 6 months of launch

- Within four months of contract origination reduced client’s annual interconnection expenses by $34 million

- Established effective internal audit procedures focused on key billing performance areas ensuring accuracy of local reciprocal compensation between the contracted parties BARRY T. WAGNER

Commonwealth Telephone Enterprises, Inc., Dallas, PA Senior Manager – Access Policy & Revenue Assurance, April 1998 – December 2002

- Administered monthly carrier access billing operations in excess of $9 million to 50 – 60 interexchange carrier customers on behalf of an incumbent and competitive local exchange carriers

- Managed the preparation of monthly journal entries for receivables, revenue, reserves and expenses to the general ledger and the associated financial statements and variance analysis

- Managed the billing and revenue assurance controls ensuring customer usage was measured and billed in compliance with the Federal Communications Commission and Public Utility Commission rules and regulations

- Successfully negotiated customer billing disputes in excess of $1 million National Exchange Carrier Association (NECA), Inc., Whippany, NJ Manager - Cost Analysis Procedures and Filings/Industry Relations, July 1994 - April 1998 Manager - CAR Review Procedures & Pool Assurance/Industry Relations, July 1993 - July 1994 Manager - Cost Issues/Industry Relations, January 1993 - July 1993 Manager - Settlement Operations/Industry Relations, December 1986 - January 1993 Associate Manager - Access Reviews/Eastern Region, July 1984 - December 1986

- Developed audit procedures on behalf of seven NECA Regional Offices to ensure telephone company compliance with the Federal Communications Commission (FCC) rules and regulations

- Administered monthly interstate access revenue pooling arrangement in excess of $100 million on behalf of 1,200 telephone companies throughout the United States

- Coordinated the annual collection, analysis, supporting documentation and filing with the FCC, the Network Usage data used in the FCC's Monitoring Report on behalf of over 600 cost companies

- Researched and developed cost issues for the interpretation or clarification of the FCC's accounting, separations, rate base or access charge rules

- Recipient of NECA Quality Recognition Award for outstanding contribution to continuous improvement at NECA

- Implemented a combined rate of return process, which integrated two separate settlement processes and allowed over 1,200 NECA member companies to share in one common rate of return, thereby eliminating revenue stream volatility

- Conducted access audits of telephone companies' data reported to the NECA administered pools EDUCATION

Misericordia University

Bachelor of Science - Business Administration, Concentration in Accounting LICENSES AND COMMISSIONS

Property and Casualty Pennsylvania Insurance Department Life, Accident and Health Pennsylvania Insurance Department Series 6 and 63 Financial Industry Regulatory Authority (FINRA) Notary Pennsylvania Bureau of Commissions, Elections and Legislation PROFESSIONAL TRAINING

Managing a Diverse Workforce Comprehensive Telephone Cost Separations Managing and Motivating Quality: Problem Solving Process Performance Management Building Client Relationships Communications Excellence Dynamics of Leadership

INTERESTS

Past Master, George M. Dallas Lodge No. 531, Free and Accepted Masons Assistant Scoutmaster, Boy Scouts of America - Troop 281



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